Ask or search…

Using the Workflow Editor

There’s two key messages you need to grasp from this section:
  • Workflows as a Canvas: Think of workflows like a giant canvas where data and your Go-to-Market (GTM) tools connect together to create revenue-generating actions.
  • Purpose of Each Workflow: Ideally, one workflow = one specific business goal.

The Essence:

The Workflow Editor is where the magic happens. It's like a puzzle where pieces (nodes) fit together to create a full picture, automating complex processes such as scoring, routing, and enrichment.
By the end of this section you will have grasped how nodes work, how to write expressions, how to trigger a workflow based on different conditions