Workflows Landing Page

TABLE OF CONTENTS

• Overview
• What's New
• AI Builder
• Tailored Onboarding by Business Niche
• Predefined Workflow "Templates" for Top Niches:
• New Layout with On-Page Videos
• Dropdown options under create workflow
• Frequently Asked Questions
• Learn More

Overview

New users of Workflows can now enjoy a simplified, tailored onboarding experience on the Workflow Automations landing page. The page has been redesigned with AI-powered workflow creation, visual guidance and curated content based on the business niche you select during onboarding. This means from day one, you'll see examples and suggestions relevant to your industry, making it easier to understand how automations work and to set up your first workflow quickly.

The landing page now provides multiple paths to get started: use the AI Builder to describe your automation in plain language, browse pre-built templates for inspiration, or click "Create Workflow" to start from scratch.

What's New

AI Builder

The AI Builder is now prominently featured on the workflows landing page, making it easier than ever for new users to create their first workflow. Simply describe what you want to automate in plain English, and let AI generate your workflow.

Look for the "What do you want to automate?" prompt at the top of the page. You can type a description like "When form is submitted, send SMS to lead, wait 5 minutes for response - if no response create call task, if they respond add tag" and the AI will build the workflow for you.

Quick-start suggestions like "Lead Nurturing," "Form Automation," and "Email Campaigns" are available below the AI input to help you get started even faster.

Tailored Onboarding by Business Niche

• When you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your niche.

Predefined Workflow "Templates" for Top Niches:

• We’ve added ready-made workflow templates  for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a tempalte for appointment reminders. You can use these niche-specific template as a starting point and customize them to fit your needs, instead of building from scratch.
  
  
  
• A new "View All Templates" link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation

New Layout with On-Page Videos

•  A Learn About Workflowssection with tutorial videos. You can scroll the landing page to find a tempalte and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and learning resources – is available at a glance on the landing page, making it much easier to get started.
  • Videos on
    • Introduction to Workflows : Here
    • Workflow Templates : Here
    • Building a Workflow from Scratch : Here
    • Workflow Settings, Enrollment History, and Execution Logs : Here

Dropdown options under create workflow

Options to start from scratch is still preserved and visible under creat workflow dropdown

Frequently Asked Questions

Q. I'm not seeing the new experience in my sub-account. Why?

The AI Builder needs to be enabled in Labs first in order for this experience to be available. Go to Settings > Labs and enable the AI Builder feature to access the new workflows landing page experience.

Q. I don't want to show this new experience with AI to my users. How do I remove it?

You can disable the AI Builder for specific sub-accounts. Go to the sub-location, navigate to Automation > Workflows > Global Workflow Settings, and disable the AI Builder. Doing this will hide the AI Builder from that sub-account and remove it from the workflows landing page.

Learn More

For more information on Workflow Automations, check out our Introduction to Workflows and Automations article. This article provides a broader overview of how workflows operate, with additional tips on creating and managing your automations.