Workflows
Video coming soon
Workflows
A first look at workflows — automations that act on your records when things happen.
What you will learn
Trigger, steps, actions
The anatomy of every workflow: something happens, conditions decide what applies, and actions do the work.
A first real example
A new email inquiry creates a deal and has Winston draft a reply — which waits for your approval before anything sends.
Where to go deeper
What this overview skips — Winston AI steps, channel actions, loops, integrations — and where the full Workflows course picks up.