Custom Workflow Guide

Workflow Basics

A workflow is a series of steps your agent takes repeatedly.

Example: Lead Prospector Workflow

1. Trigger: Every day at 9 AM
2. Filter: Find leads with score < 50
3. Score: Calculate lead quality
4. Email: Send intro email
5. Wait: 3 days
6. Check: Did they open email?
7. If yes: Mark as "engaged"
8. If no: Send follow-up email
9. Log: Record result to DripPulse

Step Types

Input Steps (Start Workflow)

Schedule: Run on specific time/frequency
Webhook: Listen for event from external system
Manual: Run when human clicks button
On Tag: Run when lead is tagged in DripPulse

Processing Steps (Analyze Data)

Filter: Keep only matching records
Score: Calculate quality score
Enrich: Add data from external sources
Analyze: Examine content (sentiment, etc.)
Deduplicate: Remove exact duplicates

Action Steps (Do Something)

Send Email: Write and send email
Update DripPulse: Update field in DripPulse
Create Task: Create task for human
Send SMS: Send text message
Send Slack: Post to Slack channel

Logic Steps (Make Decisions)

IF-THEN: Branch based on condition
Loop: Repeat steps X times
Wait: Pause for X hours/days
Approval: Pause and ask human approval

Output Steps (Report Result)

Webhook: Send result to external system
Log: Save result to DripPulse
Alert: Send notification to team

Building a Workflow

Go to Workflows
Click "+ New Workflow"
Drag steps onto canvas
Configure each step
Connect steps with arrows
Click "Test"
Click "Save & Deploy"

Configuration Examples

Step: Filter

Filter leads where:
├─ Lead source = Website
├─ AND company size >= 50
└─ AND industry = Technology

Step: Score

Calculate lead score:
├─ Company size: 0-25 points
├─ Industry match: 0-25 points
├─ Engagement: 0-25 points
├─ Decision maker: 0-25 points
└─ Total: 0-100

Step: Send Email

Template: {{ first_name }}, check this out

Hi {{ first_name }},

I noticed {{ company_name }} is using Salesforce.
We helped similar companies save $50K/year.

[Book 15-min call]

Thanks,
[Your name]

Step: IF-THEN

If lead_score > 75:
  ├─ Send email to sales team
  └─ Create task: "Follow up with {{ company_name }}"

If lead_score <= 75:
  └─ Send nurture email instead

Testing Your Workflow

Before deploying:

Click "Test"
Select sample lead
Click "Run"
View results
Modify if needed

Common Workflows

Lead Generation Loop
Trigger → Search → Score → Email → Wait → Check Response → If engaged: Task for sales

Email Nurture Sequence
Trigger → Email 1 → Wait 3 days → Email 2 → Wait 7 days → Email 3

Lead Scoring
Daily trigger → Find all leads → Score → Update CRM field

Meeting Booking
Email received → Extract info → Check calendar → Book meeting → Send invite

Best Practices

Start small - 3-5 steps, build complexity gradually
Test first - Always run test before deploying
Monitor closely - Check logs daily first week
Iterate - Adjust based on results
Document - Name steps clearly so team understands