Workflows
Transform manual processes into intelligent automation. Komo Workflows let you create event-driven sequences that respond to user behavior, manage contacts automatically, and deliver personalized experiences at scale. Why use workflows? Turn every user interaction into an opportunity for automated engagement, contact management, and conversion optimization.Creating Your First Workflow
Step 1: Navigate to Workflows
Go to Automations → Workflows in your workspace sidebar.
Your workflows dashboard shows:
- Active workflows with status indicators and scope information
- Quick actions via three-dot menus for editing, cloning, and management
- Performance metrics at a glance
Step 2: Choose Your Scope
Click + Create Workflow and select your automation scope:
| Scope | Best For | Example |
|---|---|---|
| Workspace | Global automations | Welcome all new contacts |
| Hub | Site-specific actions | Location-based offers |
| Card | Campaign-focused | Event completion rewards |
💡 Tip: Start with Hub or Card scope for testing, then scale to Workspace level.
Step 3: Select Your Trigger
Choose what event starts your workflow:| Trigger | When It Fires | Perfect For |
|---|---|---|
| Data Captured | Form submission | Lead generation |
| Card Completed | Experience finished | Completion rewards |
| Contact Created | New user identified | Welcome sequences |
| Prize Awarded | User wins prize | Winner notifications |
Step 4: Build Your Flow
Use the visual workflow builder to drag, connect, and configure your automation:
Key interface elements:
- Canvas area - Arrange and connect modules
- Action library - All available workflow actions organized by category
- Configuration panels - Set up each module’s specific settings
- Connection paths - Define success and failure routes
Popular action categories:
- Contact Actions - Update profiles, send emails/SMS, manage lists
- Integrations - Sync with Salesforce, Mailchimp, Braze
- Loyalty - Award points, manage tiers, track engagement
- Utility - Add delays, conditional logic, custom webhooks
Step 5: Test and Launch
- Save your workflow
- Test with sample data to verify each step works correctly
- Activate via three-dot menu → Run. For draft-only workflows, a validation modal checks your configuration for errors before publishing and activating. See workflow status management for the full activation guide.
- Monitor performance in the Workflow Runs dashboard
Monitoring Your Workflows
Track performance and troubleshoot issues in the Workflow Runs dashboard:
Detailed Execution Views
Click any workflow run to see step-by-step execution details:
What you’ll see:
- Trigger event that started the workflow
- Step-by-step timeline with precise timestamps
- Success/failure indicators for each module
- Data context about the contact and triggering event
What’s Next?
Ready to build advanced workflows?- View all triggers → - Complete trigger reference with use cases
- Browse all actions → - Full action library with examples
- Workflow status management → - Control workflow execution and lifecycle
- Monitoring guide → - Deep dive into performance tracking
- Try the Contact List Workflows tutorial
- Contact support at [email protected]