Workflows & Automation

Automate follow-up with triggers, conditions, delays, and actions.

• What workflows are and how automation works in SAMI OSUnderstand how workflows automate follow-up: a trigger enrolls a contact, then a sequence of steps runs on its own.
• Create your first workflowStart a new automated workflow, choose who can edit it, and set its name, description, and category before adding steps.
• Build a workflow on the canvasLearn the visual builder: add steps from the palette, configure each one, and connect them into an automation.
• Choosing a trigger to start your workflowPick the event that enrolls a contact, then choose the right trigger from the workflow builder's grouped list.
• Workflow steps: every action you can addA reference to every workflow step in SAMI OS, grouped exactly as they appear in the builder palette.
• Sending SMS and email from a workflowConfigure Send SMS and Send Email workflow steps with templates, a connected account, and merge tokens for personalized messages.
• Personalize steps with data mapping tokensInsert contact, organization, trigger, and upstream step data into any workflow field with data mapping tokens.
• Adding delays and sending only during business hoursUse the Wait / Delay step to pause a workflow and only send outreach on the days and hours you choose.
• Branching with Paths, Filters, and Condition BranchesUse Filter, Condition Branch, and Paths steps to send each contact down the right route in a workflow.
• Publishing and activating a workflowValidate a draft workflow, fix any publish errors, and turn it on so it starts enrolling contacts.
• Viewing run history and troubleshooting a workflowSee every contact's workflow run, expand the step-by-step trace, and pinpoint why a contact stopped or a message failed.
• Managing who is enrolled in a workflowSee which contacts are active in a workflow and move them between workflows automatically.
• Connecting workflows to SAMI BotsWire workflows to your SAMI Bots so a bot dials leads and a workflow runs after each AI call is analyzed.
• Connecting apps and adding App Action stepsConnect outside apps to SAMI OS and add App Action steps or App Triggers inside the workflow builder.
• Automating CINC leads with workflowsConnect a CINC account, trigger workflows on CINC events, and push leads and notes back to CINC.
• Capturing leads with the Lead Received webhook triggerCapture leads from any external source with the Lead Received webhook trigger, then map the payload into your workflow.
• Managing, organizing, and deleting workflowsFilter, read status badges, bulk-update, and delete workflows from your Workflows list.
• Organization vs personal workflows and who can manage themUnderstand workflow scope in SAMI OS and which permissions let users edit, publish, or delete shared workflows.