Build your first automation workflow

Automations → Workflow Builder is a visual canvas for multi-step automations: pick a trigger, chain actions, add delays, and branch on conditions.

Anatomy of a workflow

• Trigger — what starts the workflow: a signup, a tag added, subscriber behavior, or an external event.
• Actions — send an email, add or remove a tag, update the subscriber.
• Delays — wait a set time between steps.
• Conditions — branch based on subscriber data or engagement (opened / clicked / purchased).

Good first workflows

• Tag-based interest paths: subscriber clicks a topic link → gets tagged → receives content on that topic.
• Re-engagement: no opens in 60 days → send a win-back email → remove non-responders.
• Post-purchase: buyer of a digital product gets an onboarding series.