Managing Workflows¶
Activate, pause, edit, and monitor your workflows.
Workflow Status¶
Each workflow has one of these statuses:
| Status | Description |
|---|---|
| Inactive | Built but not running. No triggers fire. |
| Active | Running and processing trigger events |
Activate a Workflow¶
Before a workflow can trigger, it must be activated:
- Open the workflow in the builder
- Review all triggers and actions
- Click Activate
Once active, the workflow begins listening for matching trigger events.
Pause a Workflow¶
To temporarily stop a workflow:
You
Pause the New Deal Follow-up workflow
Outsprint AI
New Deal Follow-up has been deactivated. Active enrollments will complete, but no new triggers will fire.
Active enrollments continue executing even after the workflow is deactivated. Only new enrollments are prevented.
Edit a Workflow¶
You can edit a workflow at any time. Deactivate it first if you want to prevent new triggers while making changes.
- Add, remove, or reorder actions
- Change trigger conditions
- Update action configurations
- Modify delays and conditions
Workflow Analytics¶
Each workflow tracks performance metrics:
- Total enrollments -- How many times it has triggered
- Active -- Currently in progress
- Completed -- Successfully finished all actions
- Failed -- Encountered an error
Error Tracking¶
View failed enrollments to understand what went wrong:
You
Why did the ticket escalation workflow fail?
Outsprint AI
The ticket escalation workflow had 2 failures this week. Both were caused by a missing Slack channel. The #support-escalations channel was deleted.
Permissions¶
- Admins can create, edit, activate, and delete workflows
- Managers can view workflows and their analytics
- Members cannot access workflow management
- Any user with edit permission on a record can manually trigger a workflow
Warning
Test workflows carefully before activating. An incorrectly configured trigger can fire on many records at once.