A workflow is trigger → conditions → actions: when something happens, check the rules, do the steps. Workflows handle deterministic automation; agents handle judgment. They compose — workflows can invoke agents and vice versa.
Anatomy
Trigger (new lead, stage change, signal, schedule), conditions (ICP tier, region, any record field), and actions (update records, enroll in sequence, notify, call external APIs, invoke an agent).
Workflows vs agents
A workflow does exactly what you scripted, every time — perfect for routing, syncing, and notifications. An agent reasons per situation — right for message writing and reply handling. The pattern: workflows move things, agents decide things.
Composition
A workflow can hand a step to an agent ("draft a personalized touch for this context") and an agent can fire workflows ("meeting booked → run the prep workflow"). Most production automations are chains of both.
Where they live
Automation → Workflows. Every run is logged with per-step results, and workflows are versioned like sequences.
