Learn the redesigned Workflows landing page: AI Builder creation, niche-based onboarding, curated templates, videos, and quick paths to build your first workflow.
4 min read899 words7 explained imagesUpdated Tue, 12 May at 2:22 AM
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New users of Workflows can now enjoy a simplified, tailored onboarding experience on the Workflow Automations landing page. The page has been redesigned with AI-powered workflow creation, visual guidance and curated content based on the business niche you select during onboarding. This means from day one, you'll see examples and suggestions relevant to your industry, making it easier to understand how automations work and to set up your first workflow quickly.
The landing page now provides multiple paths to get started: use the AI Builder to describe your automation in plain language, browse pre-built templates for inspiration, or click "Create Workflow" to start from scratch.
IMPORTANT: Workflow AI Builder is enabled by default for all agencies via Labs. If you don’t see AI Builder, it may be turned off at the agency or location level.
The Workflow AI Builder is now prominently featured on the workflows landing page, making it easier than ever for new users to create their first workflow. Simply describe what you want to automate in plain English, and let AI generate your workflow.
Look for the "What do you want to automate?" prompt at the top of the page. You can type a description like "When form is submitted, send SMS to lead, wait 5 minutes for response - if no response create call task, if they respond add tag" and the AI will build the workflow for you.
Quick-start suggestions like "Lead Nurturing," "Form Automation," and "Email Campaigns" are available below the AI input to help you get started even faster.
Workflow AI Builder (image 1 of 7)What this shows Quick-start suggestions like "Lead Nurturing," "Form Automation," and "Email Campaigns" are available below the AI input to help you get…What this showsIllustrates the "Workflow AI Builder" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "Workflow AI Builder" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: Quick-start suggestions like "Lead Nurturing," "Form Automation," and "Email Campaigns" are available below the AI input to help you get started even faster. Immediately after, the guide continues: When you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your….Image 1 of 7What to fill inQuick-start suggestions like "Lead Nurturing," "Form Automation," and "Email Campaigns" are available below the AI input to help you get started even faster.Next stepWhen you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your niche.
Tailored Onboarding by Business Niche
When you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your niche.
Tailored Onboarding by Business Niche (image 2 of 7)What this shows When you first start with Workflows, you'll be asked to choose your business niche (industry).What this showsIllustrates the "Tailored Onboarding by Business Niche" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "Tailored Onboarding by Business Niche" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: When you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your niche. Immediately after, the guide continues: We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built….Image 2 of 7What to chooseWhen you first start with Workflows, you'll be asked to choose your business niche (industry). The platform then customizes your experience based on that choice. Everything from the examples to the suggested templates will align with your niche.
Buttons and menus referencedEducationHealthFinanceReal Estate"View All Templates
Next stepWe’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch. A new "View All Templates " link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundationAll 2 steps in this procedure
We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch.
A new "View All Templates " link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation
We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch.
A new "View All Templates" link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation
Tailored Onboarding by Business Niche (image 3 of 7)What this shows We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate.What this showsIllustrates the "Tailored Onboarding by Business Niche" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "Tailored Onboarding by Business Niche" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a…. Immediately after, the guide continues: A Learn About Workflows section with tutorial videos. You can scroll the landing page to find a template and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and….Image 3 of 7What this coversWe’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch. A new "View All Templates " link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation
Buttons and menus referencedEducationHealthFinanceReal Estate"View All Templates
Next stepA Learn About Workflows section with tutorial videos. You can scroll the landing page to find a template and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and learning resources – is available at a glance on the landing page, making it much easier to get started.All 2 steps in this procedure
We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch.
A new "View All Templates " link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation
New Layout with On-Page Videos
New Layout with On-Page Videos (image 4 of 7)What this shows We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate.What this showsIllustrates the "New Layout with On-Page Videos" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "New Layout with On-Page Videos" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: We’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: A Learn About Workflows section with tutorial videos. You can scroll the landing page to find a template and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and….Image 4 of 7What this coversWe’ve added ready-made workflow templates for popular niches like Education, Health, Finance, and Real Estate. These templates cover common automation scenarios in each industry. For example, a Real Estate agent might see a pre-built template for following up with new property inquiries, while a Health clinic might get a template for appointment reminders. You can use these niche-specific templates as a starting point and customize them to fit your needs, instead of building from scratch. A new "View All Templates " link lets you browse all available templates directly from the landing page—perfect for those who want inspiration or a quick-start foundation
Fields in this part of the guideIntroduction to Workflows: HereWorkflow Templates: HereBuilding a Workflow from Scratch: Here
Buttons and menus referencedLearn About WorkflowsQuick access from messagesWorkflows → open workflow → Logs
Next stepA Learn About Workflows section with tutorial videos. You can scroll the landing page to find a template and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and learning resources – is available at a glance on the landing page, making it much easier to get started.All 4 steps in this procedure
Introduction to Workflows: Here
Workflow Templates: Here
Building a Workflow from Scratch: Here
Workflow Settings, Enrollment History, and Execution Logs: Here
A Learn About Workflows section with tutorial videos. You can scroll the landing page to find a template and launch it, or watch a quick intro video without navigating away. In short, everything you need – templates to start with and learning resources – is available at a glance on the landing page, making it much easier to get started.
Drag and Drop Triggers and Actions onto the Canvas
You can now add workflow steps faster by dragging triggers and actions directly from the sidebar onto the workflow canvas.
How it works
Open the Triggers or Actions sidebar in your workflow.
Click and hold a trigger or action, then drag it onto the canvas.
Hover over a valid drop target (a + marker or between existing steps). A highlighted placeholder shows where the step will be inserted.
Drop the item, configure it, and save to add it to your workflow.
Drag and Drop Triggers and Actions onto the Canvas (image 5 of 7)What this shows Open the Triggers or Actions sidebar in your workflow.What this showsIllustrates the "Drag and Drop Triggers and Actions onto the Canvas" section of "Workflows Landing Page: New Onboarding Experience".This animation appears in the "Drag and Drop Triggers and Actions onto the Canvas" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: Open the Triggers or Actions sidebar in your workflow. Click and hold a trigger or action, then drag it onto the canvas. Hover over a valid drop target (a + marker or between existing steps). A highlighted placeholder shows where the step will be inserted. Drop the item, configure it, and save to…. Immediately after, the guide continues: IMPORTANT: If you exit the workflow without saving, the dragged trigger/action is not added to the canvas.Image 5 of 7Where to goOpen the Triggers or Actions sidebar in your workflow. Click and hold a trigger or action, then drag it onto the canvas. Hover over a valid drop target (a + marker or between existing steps). A highlighted placeholder shows where the step will be inserted. Drop the item, configure it, and save to add it to your workflow.
Buttons and menus referencedHow it worksTriggersActions+saveIMPORTANT
Next stepIMPORTANT: If you exit the workflow without saving, the dragged trigger/action is not added to the canvas.All 4 steps in this procedure
Open the Triggers or Actions sidebar in your workflow.
Click and hold a trigger or action, then drag it onto the canvas.
Hover over a valid drop target (a + marker or between existing steps). A highlighted placeholder shows where the step will be inserted.
Drop the item, configure it, and save to add it to your workflow.
IMPORTANT: If you exit the workflow without saving, the dragged trigger/action is not added to the canvas.
AI Builder availability and controls
Workflow AI Builder is enabled by default for all agencies.
Disable AI Builder for an agency (and all sub-accounts)
Go to Settings → Labs and disable Workflow AI Builder.
Disable AI Builder for a specific location
Go to Automations → Global Workflow Settings → Workflow AI and toggle off AI Builder.
AI Builder availability and controls (image 6 of 7)What this shows Go to Automations → Global Workflow Settings → Workflow AI and toggle off AI Builder.What this showsIllustrates the "AI Builder availability and controls" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "AI Builder availability and controls" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: Go to Automations → Global Workflow Settings → Workflow AI and toggle off AI Builder. Immediately after, the guide continues: Agency owners will see a confirmation pop-up when visiting a sub-account that now has AI Builder, including a quick Disable option for that location.Image 6 of 7Where to goGo to Automations → Global Workflow Settings → Workflow AI and toggle off AI Builder.
Buttons and menus referencedAI Builder
Next stepAgency owners will see a confirmation pop-up when visiting a sub-account that now has AI Builder, including a quick Disable option for that location.
Owner Pop-Up in Sub-Accounts
Agency owners will see a confirmation pop-up when visiting a sub-account that now has AI Builder, including a quick Disable option for that location.
Dropdown options under create workflow
Options to start from scratch are still preserved and visible under the create workflow dropdown.
Dropdown options under create workflow (image 7 of 7)What this shows Options to start from scratch are still preserved and visible under the create workflow dropdown.What this showsIllustrates the "Dropdown options under create workflow" section of "Workflows Landing Page: New Onboarding Experience".This screenshot appears in the "Dropdown options under create workflow" section of "Workflows Landing Page: New Onboarding Experience". The text alongside this image reads: Options to start from scratch are still preserved and visible under the create workflow dropdown. Immediately after, the guide continues: Q. I'm not seeing the new experience in my sub-account. Why? The AI Builder needs to be enabled in Labs first in order for this experience to be available. Go to Settings > Labs and enable the AI Builder feature to access the new….Image 7 of 7What to chooseOptions to start from scratch are still preserved and visible under the create workflow dropdown.Next stepQ. I'm not seeing the new experience in my sub-account. Why? The AI Builder needs to be enabled in Labs first in order for this experience to be available. Go to Settings > Labs and enable the AI Builder feature to access the new workflows landing page experience.
Frequently Asked Questions
Q. I'm not seeing the new experience in my sub-account. Why? The AI Builder needs to be enabled in Labs first in order for this experience to be available. Go to Settings > Labs and enable the AI Builder feature to access the new workflows landing page experience.
Q. I don't want to show this new experience with AI to my users. How do I remove it?
You can disable AI Builder at either level:
Agency: Go to Settings → Labs and disable Workflow AI Builder.
Location: Go to Automations → Global Workflow Settings → Workflow AI and toggle off AI Builder.
