Workflows & Automation¶
Workflows automate repetitive tasks by executing actions when specific events happen. Set up a trigger, define the actions, and let Outsprint handle the rest.
How Workflows Work¶
A workflow has two parts:
- Trigger -- The event that starts the workflow (e.g., a deal moves to a new stage)
- Actions -- The steps that execute automatically (e.g., create a task, send an email, notify a teammate)
When the trigger fires, the workflow engine executes each action in sequence, including delays and conditional branches.
You
Show me my workflows
Outsprint AI
You have 5 workflows: 3 active and 2 inactive. "New Deal Follow-up" has triggered 234 times with a 98% success rate.
Example Use Cases¶
| Workflow | Trigger | Actions |
|---|---|---|
| New lead follow-up | Contact created from form | Create task, send welcome email |
| Deal stale alert | 7 days since stage change | Notify owner, post to Slack |
| Closed won celebration | Deal closed won | Slack message, update lifecycle stage |
| Ticket escalation | SLA approaching breach | Reassign to manager, send notification |
| Onboarding sequence | Deal closed won | Create kickoff tasks, send onboarding emails |
Workflow Templates¶
Outsprint includes pre-built templates to help you get started. Select a template, customize it for your process, and activate.
Pro Tip
Start with a simple workflow that automates one repetitive task. Once you see the value, build more complex automations with branches and delays.