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Workflows

Build and manage workflow definitions for repeatable operations.

Purpose

Workflows helps teams define repeatable flows and keep operational logic centralized.

Typical use cases

  • Standardize operational playbooks for your team.
  • Structure recurring follow-up flows.
  • Maintain draft, active, and archived workflow versions.
  • Keep workflow ownership and iteration visible.

Best practices

  • Start with the top 3 repetitive intents.
  • Name workflows by business outcome, not technical logic.
  • Review active workflows weekly and archive outdated flows.