Workflows live in a visual builder — no code, drag and connect. This guide walks you through building a real one: a lead qualification flow that routes hot leads to sales and drops everyone else into self-serve onboarding.
Create the workflow
From your team page, click Workflows, then New workflow. Name it "Lead qualification".
Add a trigger
Drag a Webhook trigger onto the canvas. Workflows fire when an HTTP POST hits the trigger URL — your CRM, marketing platform, or any other system can use it.
Copy the trigger URL — you'll paste it into your CRM later.
Add a qualifier agent
Drag an Agent step. Pick the qualifier agent you've built — its job is to read the lead's payload and decide whether they're high-intent.
The agent's output becomes available to downstream steps.
Branch on the result
Drag a Condition. Configure it: "if qualifier.tier == 'enterprise'".
Two branches now extend from the condition: True and False.
Wire up the True branch
Add an Action: Notify Slack targeting your sales channel, with the lead details. Then add an Action: Create CRM record with tier = "enterprise".
Wire up the False branch
Add an Action: Send email from your onboarding template. Then a Schedule task step that registers a 7-day follow-up task on a self-serve agent.
Test it
Use the workflow's Run with sample data button. Paste a sample payload — both branches should trigger correctly. Watch the run log to spot anything wrong.
Activate
Toggle the workflow to Active. Paste the trigger URL into your CRM. Done.
The canvas itself
The visual builder has a few things to know:
- Drag from the left palette to add steps
- Click connectors to wire steps together
- Click any step to configure it on the right panel
- Right-click for delete, duplicate, copy
- Cmd/Ctrl-Z to undo