What’s new?
You can now use Workflow Canvas to view a workflow and its linked workflows together. Follow the connections between automations and understand how they form a larger process.
Why this matters
Many customer journeys span several workflows. One workflow may add a tag that starts another, or directly add a contact to a follow-up workflow. Viewing those workflows together makes the handoffs easier to understand and investigate.
How it works
Open Automation > Workflows > Workflow Maps, select a workflow, and open Linked workflows.
- Explore the connected workflows: Review the workflows linked to the one you selected, including relationships across folders.
- Follow the handoffs: Understand connections created through shared assets or direct workflow actions.
- Inspect the sequence: Review the connected workflows together to understand how the overall automation is arranged.
- Investigate a dependency: Use the map’s asset-usage details to find the triggers or actions behind a shared asset.
- Open the builder when needed: Move into the relevant workflow to make changes to its steps.
Common use cases
- Understand a lead-capture, qualification, and follow-up sequence.
- Review how booking workflows connect to reminders and post-appointment follow-up.
- Explain a process that spans multiple workflows during a handover.
Additional notes
- Workflow Maps provides the account overview. Workflow Canvas helps you follow a linked workflow sequence.
- Connections describe how the automation is configured. Use contact journeys to investigate a particular contact’s execution history.
- Edit workflow steps in the builder.
- Launch access: Workflow Maps is available only to agency users and agency admins at launch.
Preview
