Automation Workflow
What is Automation Workflow?
A workflow is the atomic unit of automation. It starts with a trigger (a form submit, a stage change, a time, an external event), evaluates conditions (does this lead match ICP? has it engaged in the last 30 days?), and runs actions (enrich, send, route, log, notify). The art of workflow design is breaking a business process into discrete, observable steps — so that when one fails, you know exactly which one and why. In agentic stacks, workflows still exist but the steps themselves are smarter: instead of a rigid 'send template X' action, the step is 'agent drafts and sends the right message for this prospect now'. Workflows are the bones; agents are the muscles.
Why it matters
- Makes repeatable processes durable — they survive turnover, reorganizations, and bad days.
- Creates observability — every workflow run is logged, traced, and replayable.
- Lets the team scale a play without scaling the team that runs it.
Use cases
- Inbound lead workflow. Form submit → enrich → score → route → first-touch email.
- Stage-change workflow. Opportunity moves to Stage 3 → notify Slack, schedule follow-ups, create proposal task.
- Re-engagement workflow. Contact untouched for 90 days → send revival email → if reply, route to AE.
How turgo helps
turgo's workflow builder uses agentic steps by default — most actions are 'the agent does the right thing' rather than 'send literal template' — so workflows are far simpler than legacy MA equivalents.
See turgo in action →
