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Create a workflow

Learn how to build a new workflow from scratch or start with a ready-made recipe.

Updated October 5, 2026

Workflows let you automate follow-ups without manual effort. You can build a custom sequence or start with a pre-made recipe.

The New workflow window with recipe shortcuts
The New workflow window with recipe shortcuts

Steps

  1. Go to More in the left icon rail, then Workflows.
  2. Click New workflow.
  3. Type a Name, such as "New lead follow-up", and click Create blank workflow. Or pick one of the recipes under Or start from a recipe, like missed call text back or appointment reminders.
  4. The Builder opens with the canvas. Click the trigger at the top to choose what starts the workflow.
  5. Click the plus sign under a step to add the next one.
  6. Click Publish to make the workflow live.

Good to know

  • Draft workflows do not run. You must publish them to start enrolling contacts.
  • You can pause a published workflow at any time.
  • You need a role that can edit workflows.
  • Recipes are editable after creation. They are not locked.
Create a workflow | HowdyBell Help Center