# Workflows rebuilt with a table, templates, test runs and AI drafting

> Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate.

Canonical: https://workspace369.com/changelog/2026-09-29-workflows-table-templates-ai-drafts/
Last updated: 2026-11-04

WorkflowsClients & CRM

Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate.

![Cut-paper illustration: a loop of connected nodes running along a track, beside a fan of template cards.](https://workspace369.com/images/release-notes/2026-09-29-workflows-table-templates-ai-drafts/hero.webp)

## A new Workflows page, templates and AI drafting

Workflows now open on a table of everything you have built, with views for All, Active, Drafts, Paused and Needs attention, filters by trigger, action, status and creator, and bulk actions to activate, pause, duplicate or delete several at once.

Start from a template grouped by area, such as leads, invoices, proposals, inbox, calendar and tasks, or describe what you need and let AI draft the workflow for you to edit. Drafting counts toward your plan's AI usage, and nothing goes live until you activate it. Drafting with AI is included with Commander and Enterprise.

Run a test before you switch a workflow on. Every run keeps a log you can open, and a failed run can be retried from the step that failed.

- Views for All, Active, Drafts, Paused and Needs attention
- Templates by area, or describe it and AI drafts it
- Test runs and a log of every run
- Retry a failed run from the failed step

Switch between views, then start a new workflow from a template. Example data.

Where to find it

1. Workflows in the sidebar

[Open in the app](https://app.workspace369.com/workflows)

Plans

Every plan

Learn more

[Workflow automation](https://workspace369.com/features/automation/)[Workflows tutorial](https://workspace369.com/tutorials/workflows/)[Automations docs](https://docs.workspace369.com/v/2026.3/automation/automations/)

## Assign new leads to a teammate

A workflow that starts when a new lead arrives can assign the lead to one teammate or rotate it between several, and can first check which form the lead came from and how they answered.

Use it to send each lead to the right person without anyone sorting the inbox by hand, and keep following up with the usual email and task steps (text steps from Voyager) after the lead is assigned.

Where to find it

1. Workflows
2. New lead trigger
3. Assign to teammate

[Open in the app](https://app.workspace369.com/workflows)

Plans

Every plan

Learn more

[Workflow automation](https://workspace369.com/features/automation/)[Leads from your website](https://workspace369.com/tutorials/leads-from-your-website/)

## Quick answers

Can AI build a workflow for me in Workspace369?

Yes, on Commander and Enterprise. Describe what you need and AI drafts the workflow for you to edit. Nothing goes live until you activate it, and drafting counts toward your plan's AI usage.

Are there ready-made workflow templates?

Yes. Start from a template grouped by area, such as leads, invoices, proposals, inbox, calendar and tasks, then edit it before you switch it on.

How many workflows can I have active at once?

Cadet allows 3 active workflows, Voyager 10 and Specialist 25. Commander and Enterprise have no limit on active workflows.

What if a workflow run fails?

Every run keeps a log you can open, and a failed run can be retried from the step that failed. You can also run a test before you switch a workflow on.

Can a workflow assign new leads to a teammate?

Yes. A workflow that starts on a new lead can assign it to one teammate or rotate it between several. It can first check which form the lead came from and how they answered.

## Related updates

- [![Cut-paper illustration of an upright teal paper folder with a sage inner tab, four blank sheets fanning out of it, a white paper clip and a short amber paper chain, beside a render of a coaching program's Resources tab listing a PDF and links.](https://workspace369.com/images/release-notes/2026-11-07-program-resources-and-calendar-full/hero-800.webp)November 7, 2026**Share files and links in a program, and see Calendar full by coach**](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/)
- [![Cut-paper illustration of a teal paper wallet with two blank pass cards fanned out, a pale paper ribbon looping around it and an amber ticket stub, beside a render of the membership editor with Bill through set to Square.](https://workspace369.com/images/release-notes/2026-11-07-square-for-memberships/hero-800.webp)November 7, 2026**Sell memberships through Square, and handle Square members’ requests**](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)
- [![Cut-paper illustration of a hub tile with a calendar and stacked cards sending envelopes along three paper ribbons to round nodes, one of them an amber toggle switched on.](https://workspace369.com/images/release-notes/2026-11-06-workspace369-app-for-zapier-beta/hero-800.webp)November 6, 2026**Workspace369 app for Zapier (beta)**](https://workspace369.com/changelog/2026-11-06-workspace369-app-for-zapier-beta/)

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

## Workflows rebuilt with a table, templates, test runs and AI drafting, in your own workspace

Start your free trial, then find it under Workflows in the sidebar.

[Request a demo](https://workspace369.com/contact-sales/)

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.