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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.

Cut-paper illustration: a loop of connected nodes running along a track, beside a fan of template cards.

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
Plans
Every plan
Learn more
Workflow automationWorkflows tutorialAutomations docs

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.

Assign to teammate step set to Round robin, rotating new leads between three teammates with the next one shown, and an option to move their booked call
Where to find it
  1. Workflows
  2. New lead trigger
  3. Assign to teammate
Open in the app
Plans
Every plan
Learn more
Workflow automationLeads 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.#

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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.

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