> ## Documentation Index
> Fetch the complete documentation index at: https://api.leadey.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 7. Automate with workflows

> Build the sequence that does the work — and the guards that stop a mistake reaching real people.

<Note>
  Video walkthrough coming soon.
</Note>

A **workflow** is the automation: what happens, to whom, in what order. It is
separate from the campaign on purpose — one workflow can watch several campaigns,
and a campaign can have several workflows running against it.

## Build one

Go to **Workflows** and create one. You get a canvas: a trigger at the top, then
the steps that follow.

## Pick a trigger

The trigger decides who enters and when. It is not limited to "joined a
campaign":

* A lead **joins a campaign**
* A lead's **status changes**
* A **meeting is booked**, or one is missed
* An **opportunity** moves stage
* A lead **matches a Smart View**
* A **date field** arrives — a renewal, a contract end

Scope the trigger to the campaigns it should watch, or leave it workspace-wide.

## Add steps

* **Email** — from your connected mailboxes, using a template
* **LinkedIn** — connection request or message
* **Call** — a task in the assigned rep's queue
* **SMS** and **WhatsApp**
* **Wait** — hours or days
* **Condition** — branch on anything you hold about the lead
* **Update** — change a status, assign an owner, add a tag

## Use the safety rails

These exist because the failure they prevent is messaging real people wrongly,
and that cannot be undone.

**Review before enrolment.** A lead who has been through this workflow before is
held for your approval rather than enrolled silently. You see who is waiting and
decide. This is what stops a filter change re-messaging people you contacted
last month.

**Sending limits.** Set a daily budget per mailbox and a sending window. Leadey
drips sends across the day instead of firing a thousand emails at nine in the
morning, and warms new mailboxes up gradually.

**Exit conditions.** A workflow stops for a lead who replies, books a meeting, or
gets an opportunity. Set these before you turn anything on — a sequence that
keeps chasing someone who already replied is the fastest way to lose them.

**Suppression.** Unsubscribes and bounces are added to a workspace-wide
suppression list and enforced on every send. You cannot email someone who opted
out, from any campaign, by accident.

## Test on yourself first

Add yourself as a lead, let the workflow run, read what arrives. Every merge
field, every link, every signature. It takes ten minutes and catches the things
a preview does not.

## Turn it on

Activate the workflow, then activate the campaign. Watch the first day's sends
in **Inbox** before you increase volume.

## What you should have now

Outreach going out, on a schedule, to the right people, with guards against the
mistakes that matter.

<Card title="Part 8 — Call with the Power Dialer" href="/tutorials/08-power-dialer" horizontal>
  Work a call list, log outcomes, stay compliant.
</Card>