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.
The workflow builder is available to administrators, and in some environments the Workflows area is hidden from the navigation. If you do not see it, check Roles and access or ask your administrator.
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.
-
Open Workflows from the navigation, then select Add new in the top right. This opens the builder on a blank canvas.
-
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).
-
Stay on the Workflow setup tab. The builder has two tabs: Workflow setup (the canvas where you assemble and connect steps) and Settings (name and tags). The setup tab is open by default.
-
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, Digital Twin Agent, Email/Phone Finder, and Play Agent. Each shows a one-line description of what it does.
- 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.
-
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.
-
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.
-
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).
-
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.
-
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.
-
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.
-
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%.
-
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.