> ## Documentation Index
> Fetch the complete documentation index at: https://guide.worshipbuddy.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Automate people management tasks with visual workflows

# 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.

<Info>
  **Platform**: Web only. Workflows are at **People → Workflows**.
</Info>

## 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

## Accessing Workflows

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

## 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

## 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.

## 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.

## 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

<Warning>
  Workflows can send emails and modify data automatically. Review carefully before enabling.
</Warning>