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What is a Workflow? A Beginner’s Guide

Welcome to the Exabloom Workflow Builder! If you’re new to automation or unsure what a "workflow" even means, don’t worry—you’re in the right place. This guide will explain everything in plain language and show you how to use workflows to make your work easier.

What is a Workflow?​

A workflow is like a set of instructions that tells Exabloom what to do when something happens. It’s made up of two main parts:

  1. Triggers: These are the events that start the workflow. For example, when a contact sends a message or when a new lead is created.
  2. Actions: These are the tasks that Exabloom performs automatically after the workflow is triggered. For example, sending a message, updating a contact, or adding a tag.

Think of it like this: If a contact replies to your message (trigger), Exabloom can automatically send them a follow-up message (action). You set up the rules, and Exabloom does the rest!

How Does Exabloom Workflow Builder Work?​

In Exabloom, workflows are built using Triggers and Actions. Here’s how it works:

  1. Trigger: Something happens (e.g., a contact replies, a lead is created, or a message is sent).
  2. Action: Exabloom automatically performs the tasks you’ve set up (e.g., send a message, update a contact, or add a tag).

Example Workflow​

Let’s say you want to automatically send a welcome message when a new contact is created. Here’s how you’d set it up:

  • Trigger: Contact Created (when a new contact is added).
  • Action: Send WhatsApp (send a welcome message to the new contact).

That’s it! Once the workflow is set up, Exabloom will handle the rest automatically.

Why Use Workflows?​

Workflows are here to make your life easier. Here’s how:

  • Save time: Automate repetitive tasks so you can focus on more important work.
  • Reduce errors: Follow the same steps every time, ensuring consistency.
  • Stay organized: Keep track of tasks and processes in one place.

Ready to Get Started?​

Don’t worry if this is your first time creating a workflow—we’ll guide you through every step. By the end of this guide, you’ll be able to create, manage, and customize workflows like a pro. Let’s dive in!