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

# Workflows

> Build powerful automation sequences that respond to user behavior, manage contacts, and deliver personalized experiences at scale

# 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.

<img src="https://mintcdn.com/komotechnologies/0KPauDYFWqavK1TV/images/workflows-navigation-expanded.webp?fit=max&auto=format&n=0KPauDYFWqavK1TV&q=85&s=830d70d574ad727f2328d61764d3c61e" alt="Workflows: step 1 — Step 1: Navigate to Workflows" width="2880" height="1576" data-path="images/workflows-navigation-expanded.webp" />

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

[**Learn more about workflow statuses →**](/integrations-automation/workflows/status-management)

<img src="https://mintcdn.com/komotechnologies/0KPauDYFWqavK1TV/images/workflows-list-with-data.webp?fit=max&auto=format&n=0KPauDYFWqavK1TV&q=85&s=05e6eb08a16f3e6281769a9f3207d708" alt="Workflows: step 2 — Step 1: Navigate to Workflows" width="960" height="918" data-path="images/workflows-list-with-data.webp" />

### Step 2: Choose Your Scope

Click **+ Create Workflow** and select your automation scope:

<img src="https://mintcdn.com/komotechnologies/fh79xGJR6fRUjmRd/images/create-workflow-dialog.webp?fit=max&auto=format&n=fh79xGJR6fRUjmRd&q=85&s=41a490a3ac2a37d63683eeb8be9cab0b" alt="Workflows: step 2 — Step 2: Choose Your Scope" width="960" height="919" data-path="images/create-workflow-dialog.webp" />

| Scope         | Best For              | Example                  |
| ------------- | --------------------- | ------------------------ |
| **Workspace** | Global automations    | Welcome all new contacts |
| **Hub**       | Site-specific actions | Location-based offers    |
| **Card**      | Campaign-focused      | Event completion rewards |

<img src="https://mintcdn.com/komotechnologies/fh79xGJR6fRUjmRd/images/create-workflow-dialog-filled.webp?fit=max&auto=format&n=fh79xGJR6fRUjmRd&q=85&s=9a750d39a6153f30ff2e2d0c7ef42e6c" alt="Workflows: step 3 — Step 2: Choose Your Scope" width="960" height="918" data-path="images/create-workflow-dialog-filled.webp" />

**💡 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 |

[**See all triggers →**](/integrations-automation/workflows/triggers)

### Step 4: Build Your Flow

Use the visual workflow builder to drag, connect, and configure your automation:

<img src="https://mintcdn.com/komotechnologies/22OmvqhqqNidygu6/images/workflow-builder-full-interface.webp?fit=max&auto=format&n=22OmvqhqqNidygu6&q=85&s=1d5edab2b4fb485e5134bfc23053865c" alt="Workflows: step 4 — Step 4: Build Your Flow" width="960" height="918" data-path="images/workflow-builder-full-interface.webp" />

**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

<img src="https://mintcdn.com/komotechnologies/22OmvqhqqNidygu6/images/workflow-builder-all-actions.webp?fit=max&auto=format&n=22OmvqhqqNidygu6&q=85&s=6da39741db9cbf89351c67919dd7e7d8" alt="Workflows: step 4: Build Your Flow" width="1400" height="900" data-path="images/workflow-builder-all-actions.webp" />

**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

[**Browse all actions →**](/integrations-automation/workflows/actions)

### Step 5: Test and Launch

1. **Save** your workflow
2. **Test** with sample data to verify each step works correctly
3. **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](/integrations-automation/workflows/status-management) for the full activation guide.
4. **Monitor** performance in the Workflow Runs dashboard

## Monitoring Your Workflows

Track performance and troubleshoot issues in the **Workflow Runs** dashboard:

<img src="https://mintcdn.com/komotechnologies/0KPauDYFWqavK1TV/images/workflow-runs-with-real-data.webp?fit=max&auto=format&n=0KPauDYFWqavK1TV&q=85&s=5a97edf7f470b3e858dd1f3932144e8e" alt="Workflows: monitoring Your Workflows" width="1400" height="900" data-path="images/workflow-runs-with-real-data.webp" />

### Detailed Execution Views

Click any workflow run to see step-by-step execution details:

<img src="https://mintcdn.com/komotechnologies/22OmvqhqqNidygu6/images/workflow-execution-detail-modal.webp?fit=max&auto=format&n=22OmvqhqqNidygu6&q=85&s=0ea59aa6d479bdb9f951478a32d11708" alt="Workflows: detailed Execution Views" width="1400" height="900" data-path="images/workflow-execution-detail-modal.webp" />

**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

[**Complete monitoring guide →**](/integrations-automation/workflows/workflow-runs)

## What's Next?

**Ready to build advanced workflows?**

* [**View all triggers →**](/integrations-automation/workflows/triggers) - Complete trigger reference with use cases
* [**Browse all actions →**](/integrations-automation/workflows/actions) - Full action library with examples
* [**Workflow status management →**](/integrations-automation/workflows/status-management) - Control workflow execution and lifecycle
* [**Monitoring guide →**](/integrations-automation/workflows/workflow-runs) - Deep dive into performance tracking

**Need help getting started?**

* Try the [Contact List Workflows tutorial](/integrations-automation/workflows/tips/workflows-for-contact-lists)
* Contact support at [support@komo.tech](mailto:support@komo.tech)