Create your first workflow

Workflows automate the follow-up you'd otherwise do by hand — texts, calls, and tasks that fire on their own. Creating one takes a few clicks: you pick who can edit it, give it a name and category, and land in the builder ready to add steps.

Create a new workflow

Every workflow starts from the Workflows page. Use Create Workflow in the top right to spin up a fresh draft, then decide whether it belongs to your whole organization or just to you.

1. Open Workflows

   Go to Workflows. You'll see your existing workflows with All, Active, and Draft filters across the top.

2. Click Create Workflow

   Select Create Workflow in the header. If you can manage organization workflows, a "Who can use this workflow?" dialog appears next.

3. Choose the scope

   Pick Organization workflow so other users in your org can edit and change it, or Personal workflow so only you can see and edit it. If you can only manage your own workflows, SAMI OS skips this step and creates a personal one for you.

4. Land in the builder

   SAMI OS creates a draft named New Workflow and opens it in the builder, where you'll add a trigger and steps.

Name it and set the details

Your new workflow opens as a draft called New Workflow. Before building, give it details that make it easy to find later — especially once your Workflows list grows.

• Name — Replace "New Workflow" with something specific, like "New buyer lead — first 48 hours." Clear names help your team know what each automation does at a glance.
• Description — Add a short note on what the workflow is for and when it should run. This is optional but worth it for shared org workflows.
• Category — Tag the workflow as Buyer, Seller, Both, SAMI System, or Other so it's easy to filter and group. The category shows as a badge on the workflow card.

Understand the draft status

A new workflow is always a draft until you publish it. Draft means it's saved but not yet running — no contacts are enrolled and no steps fire, so you're free to rename it, change its details, and build it out without anything happening to your Contacts.

A fresh draft has no steps yet. The next move is to open the builder, choose what starts the workflow, and add the texts, calls, or tasks that follow. When the flow is ready, publishing flips the status to active and your follow-up starts running automatically — including any SAMI Bots calls you wire in.

Related articles

• What workflows are and how automation works in SAMI OS
• Build a workflow on the canvas
• Organization vs personal workflows and who can manage them