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Workflows

Workflows let you automate actions when people join teams, are added to the organization, or meet other conditions. Build visual workflow graphs in the People section.

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Overview

Workflows help you:

• Automate onboarding - Trigger actions when people are added
• Team-based automation - Run workflows when team membership changes
• Visual builder - Connect trigger, condition, and action nodes
• Track execution - View workflow run history and stats

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Accessing Workflows

1. Click People in the top navigation
2. Click the Workflows sub-tab
3. Available to Owners and Organization Admins

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Creating a Workflow

1. Click Create Workflow
2. Name your workflow
3. Build the graph using nodes:
   • Triggers - What starts the workflow (e.g., person added, team joined)
   • Conditions - Rules that must be met
   • Actions - What happens (e.g., send email, add to group)
4. Connect nodes by linking outputs to inputs
5. Save and enable the workflow

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Workflow Dashboard

The People → Dashboard sub-tab can include a Workflow Status widget (picker label: Workflow Health) showing execution counts per workflow. Add it manually from the dashboard widget picker — it is not included by default.

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Managing Workflows

• Edit - Modify nodes and connections
• Enable/Disable - Turn workflows on or off without deleting
• Delete - Remove a workflow permanently

Execution counts appear via the optional Workflow Health dashboard widget — there is no per-workflow log viewer in the UI.

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Best Practices

1. Start simple - One trigger, one action, then expand
2. Test with a small group - Verify behavior before enabling org-wide
3. Name clearly - Describe what the workflow does
4. Review execution counts - Check the Workflow Health dashboard widget periodically
5. Disable when not needed - Avoid unintended automation