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Managing, organizing, and deleting workflows

Filter, read status badges, bulk-update, and delete workflows from your Workflows list.

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As your automations grow, the Workflows list is where you keep them tidy — filtering by status, flipping workflows between draft and active, and clearing out the ones you no longer need.

Filter and read your list

The filter bar at the top of Workflows lets you narrow the list to All, Active, or Draft, with a live count next to each tab. Start with All to see everything, then switch to Active to confirm what's running or Draft to find unfinished work.

Each workflow card shows a few quick signals at a glance:

  • Status badge — active, draft, paused, or archived. Active workflows enroll and run; drafts don't.
  • Personal badge — appears when a workflow belongs only to you rather than the whole organization.
  • Category badge — Buyer, Seller, Both, SAMI System, or Other, if a category was set.
  • Step count — how many steps the workflow contains.
  • Active enrollments — how many contacts are currently moving through it, shown as a number followed by "active."

The "active" number is your live enrollment count. If a workflow shows enrollments, contacts are progressing through it right now — pause or edit with that in mind.

Change status in bulk

When you select one or more workflows, a bulk action bar appears with options to update several at once. This is the fastest way to launch a batch of finished drafts or quiet a group of running automations.

  1. Open the Workflows list

    Go to Workflows and use the filter tabs to find the workflows you want.

  2. Select workflows

    Tick the checkbox on each card, or use Select all to grab everything in the current filter. A "selected" count appears in the bulk action bar.

  3. Apply the change

    Choose Set to Draft to pause new enrollments, Set to Active to start running them, or Delete Selected to remove them. Use Clear to deselect without making changes.

You can only select and bulk-edit workflows you're allowed to manage — your own personal workflows, plus organization workflows if you have permission. Workflows you can't manage stay locked.

Delete a single workflow

To remove one workflow, hover its card and use the trash icon. SAMI OS asks you to confirm with a Delete workflow button before anything is removed.

Deleting a workflow cannot be undone. The workflow and its setup are removed permanently — if you only want to stop it temporarily, set it to Draft instead. Most automations connect to your Contacts and Pipeline, so double-check active enrollments before you delete.

To build or revise a workflow rather than remove it, open it from the list or create a new one from Workflows.

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Last updated 2026-06-21

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