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A workflow runs a series of steps by itself when something happens, for example:
  • welcome every new Meta ad lead on WhatsApp,
  • remind a customer before a booked meeting,
  • chase an unpaid payment request.
Open it from Workflows in the left menu.
Describe what you want in plain words to the AI chat in the builder, or to Ask AI, and it builds the workflow for you to review.

Triggers: start the flow when…

Steps

Send
  • Send a WhatsApp message
  • Send a message with buttons
  • Ask a question (and wait for the reply)
  • Send an email
  • Hand over to the AI agent (Addy)
Wait and decide
  • Wait
  • If / else
  • Repeat for each item
  • Join paths
  • Go to another flow
Contacts and CRM
  • Add or update a contact
  • Add or update a deal
  • Create a task
  • Find a contact, or find many contacts
  • Match a lead to their WhatsApp
  • Check a payment request
  • Cal.com booking
  • Data table
Advanced
  • Call another app (HTTP)
  • Reshape data
  • Custom code

Build, test and publish

1

Create

Click to create a workflow, then add the trigger and steps on the canvas. Click a step to set it up in the side panel. A phone preview shows your WhatsApp messages.
2

Test

Switch to Test, pick a sample contact or data, and run it. Each step shows what it did.
3

Publish

Every change is saved as a draft. Publish makes the draft live and turns the workflow on. On a live workflow, Publish changes makes your draft the next version.
4

Watch the runs

Runs shows every run, step by step, with any errors.

Workflow settings

Click the settings icon in the builder:
  • About: the name and what the workflow does.
  • If a step fails: Try again a set number of times, Wait between tries, and Email me when it gives up.
  • Take people out of this workflow when…: add a stop rule, for example once they buy. Without stop rules, everyone goes through to the end.

Data tables

The Data tables tab stores your own lists (for example, price lists, pincodes or store branches) that workflow steps can read and write.

Stopping a workflow

Turn the workflow off from its header. Stopping a live workflow ends every run that is waiting in it (on a wait, a button or a reply), and AdsEra tells you how many first.