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Evergrowth Documentation

Build a workflow in the workflow builder

A workflow chains agents together so a set of accounts or contacts moves through your full go-to-market sequence in one pass: qualify, research, find people, find their email and phone, write plays, and so on. You build it once on a visual canvas, then run it on the records you choose. For background on what a workflow is and how it executes, see Workflows.

Workflows in the left navigation opens a hub with two cards: Workflow Builder (badge New), which this page covers, and an older builder kept for existing workflows, badged Classic and being phased out (see Workflows). The Workflows nav item itself needs only general automations access; opening either card to build or edit needs the Create workflows permission specifically. If you do not see what you expect, check Teams, roles, and permissions or ask an admin to adjust your team.

Before you start

Section titled “Before you start”
  • Decide the order your agents should run in. Some agents can only complete when an earlier agent has already produced results on the record. For example, Account Research, Contact Finder, and Contact Qualification all require Account Qualification to have run first, and Play Agent requires Account Qualification, Account Research, and Contact Qualification. The builder shows these prerequisites on each step, but planning the order first saves rework.
  • Have your verticals, research criteria, personas, plans, and plays set up in the Agent Training Center so the relevant steps have something to reference.

Steps

Section titled “Steps”
  1. Open Workflows from the navigation, choose the Workflow Builder card, then select Add new in the top right. This opens the builder on a blank canvas. (A ready-made template gallery is available too, but only from the older, being-phased-out builder - see Start from a template.)
  2. Name the workflow. The name field sits at the top left of the builder header; click it and type. You can also set the name and tags on the Settings tab (see step 9).
  3. Stay on the Workflow setup tab. The builder has three tabs: Workflow setup (the canvas where you assemble and connect steps), Settings (name and tags), and Goals (an optional stopping condition for the run). The setup tab is open by default.
  4. Add a step from the left sidebar. The sidebar is titled Possible steps with the hint “Click to add on canvas”. It has two groups:

  • Agents: each agent you can add as a step. The available agents are Domain Finder Agent, Account Qualification Agent, Account Research Agent, Account Plans Agent, Contact Finder, Contact Qualification Agent, Contact Research Agent, Email/Phone Finder, and Play Agent. Each shows a one-line description of what it does. There is no separate Digital Twin step to add - a contact’s Digital twin is generated automatically once Contact Qualification Agent qualifies it, so it does not need its own place in the chain.

  • Routing: a single Condition step that “Routes records down different paths based on rules”. Use it to split records onto different paths based on filters.

    Click any item to drop it onto the canvas as a card. The first step you add automatically becomes the starting step.

  1. Configure the step in the right sidebar. Clicking a card on the canvas opens the Edit step panel on the right. The panel header shows the step’s name and description. If the step needs results from earlier agents, a note reads “For this step to complete, the record must have results from:” followed by the required agents in bold. Below that are the step’s own settings (for example, which verticals an Account Qualification step checks against, or which plays a Play Agent writes). Settings differ per agent; see the individual agent how-to pages for detail.
  2. Connect steps with the then dropdown. In each agent step’s edit panel, a then label sits next to a dropdown that reads “Select step”. Pick the step that should run next. On the canvas, the card shows the chosen step under a next label; leave it blank and the card reads “end of flow”, meaning the path ends there.
  3. For the Contact Qualification Agent, you can add a second outgoing path. Turning on Follow contacts who changed jobs marks a contact who has left their company as not a fit on the original account, creates a new account for them at their current company, and then routes them to whichever step you pick in the then dropdown that appears (shown as the else path on the card).
  4. For a Condition step, set its branches in the edit panel:
  • Choose the Entity type: Account or Contact. This decides which fields the branch filters can use.
  • Under Branches, select Add to create a branch. For each branch you can Add filters (or Prefill with views from a saved view) to restrict when it runs, then pick the step to run with the then dropdown. A branch with no filters always runs and is labeled next. When a branch has filters, an else dropdown lets you route records that do not match the filters to a different step. A branch with no filters is a dead end until you connect it.

  1. Set the starting step. Every workflow needs one step marked as the start. In any step’s edit panel, turn on Make this step as starting point for this workflow. The starting step shows a Start chip on its card. The first step you added is set as the start automatically; switch it to another step if needed.

  2. Optionally open the Settings tab to set the workflow name and tags. Tags are free text you create as you type; they group and label workflows in the list. The name also appears in the header field.

  3. Optionally open the Goals tab to set a stopping condition. By default a workflow runs every record you launch it on through every step. Turn on Stop when goal is reached to instead halt the run once it has produced enough of a result. Pick a Goal type:

    • ICP yes accounts - stop once enough accounts qualify as ICP yes.
    • IBP yes contacts - stop once enough contacts qualify as IBP yes.
    • Contacts found - stop once enough contacts have been discovered (shown only when the workflow includes the Contact Finder).
    • Custom conditions - choose your own entity type (accounts or contacts) and filter conditions, and stop once enough records match them.

    Then set Stop after to the number of qualifying accounts or contacts to reach before the run ends. A goal set here is saved with the workflow and used as the default each time it runs; you can still adjust it for a single run when you launch the workflow.

  4. Arrange and view the canvas:

    • Drag a card by its body to reposition it.
    • Pan the canvas by dragging an empty area of the background, or by holding the middle mouse button and dragging.
    • Zoom with the controls in the bottom right corner: the minus and plus buttons step the zoom, and clicking the percentage resets it to 100%.

  5. Save. Select Create in the top right of the header. If the workflow has problems (no steps, no starting step selected, a required setting missing, or a step that nothing connects to), an orange chip in the header shows the number of issues; hover it to read each one, and each affected card is outlined and carries a warning marker. Fix the issues, then Create again.

What happens next

Section titled “What happens next”

When you select Create, the workflow is saved and you are taken to its edit view, where a confirmation appears. The new workflow now shows in the Workflows list as a card with the agent icons it uses and any tags you added. Building a workflow does not run it on any records; to do that, open the workflow and run it on a selection of accounts or contacts. See Run a workflow.

To edit a workflow later, open it from the Workflows list (the builder opens with your steps and connections in place) and select Update to save your changes. To make a copy, open the menu on a workflow card and choose Duplicate; this opens the builder pre-filled with the same steps under the name “(original name) (copy)” so you can adjust and save it as a separate workflow. To remove one, choose Delete from the same menu and confirm in the Delete workflow? dialog.

Start from a template

Section titled “Start from a template”

The Workflow Builder’s Add new always opens a blank canvas - there is no template gallery there today. If you want a head start instead of assembling every step yourself, that gallery currently lives in the older, being-phased-out builder: open the Workflows card on the hub (marked Classic) instead of Workflow Builder, then choose Add new and Use template to open the Workflow Templates gallery.

The gallery groups templates two ways: Evergrowth templates, which Evergrowth provides for common go-to-market motions, and Team templates, the ones your own team has saved. Search by name to narrow the list, then select a card to open a preview that lays out the template’s steps and describes what it is for. Choose Use This Template to open that builder pre-loaded with the template’s steps; from there you tune the steps, name it, and save it as your own.

A template is only a starting point. Nothing runs until you save the workflow and launch it on a set of records, so treat a template as a first draft to adapt to how your team sells rather than a finished, running automation. Keep in mind this route saves into the builder that is being phased out (see Workflows), so if you expect to rely on the result long-term, consider rebuilding it in the Workflow Builder once it is set up the way you want. For the packaged, end-to-end motions Evergrowth ships and tunes, see Playbooks.

If your workflow builder does not offer templates at all, that is not a bug - it is a feature of the current builder, not a permission issue. The only way to skip assembling steps by hand today is the route above.

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