Find your workflows.
From the left sidebar, open the Automation tab. The Workflow List is your home base — it shows every workflow you've built and whether each one is currently Published or in Draft. To build something new, click + Create Workflow.
Understand trigger → actions.
Every workflow is just two ideas stacked together. A trigger is the event that enrolls a contact — a form submission, a new tag, a booked appointment. After that, the workflow runs your actions in order, top to bottom. Once it clicks, you can build almost anything.
Add your first trigger.
Inside a workflow, click Add New Trigger and pick the event that should enroll people. The picker lists every option — things like Contact Tag, Contact Created, Task Added, or a Pipeline Stage Changed — so you can fire the workflow on whatever moment matters: a new tag, a fresh contact, a deal moving stages.
Add an action and watch it run.
Below the trigger, add an action — a Send SMS or Send Email is the perfect first one. Write your message, hit Save Action, and flip the workflow from Draft to Publish. Then open Enrollment History to confirm real contacts are flowing through and completing each step.
Not sure which trigger fits your goal?
Tell us what you're trying to automate in chat and we'll point you to the right trigger and a starter sequence to copy.