Automation Workflows

Automation workflows help you repeat a task the same way every time without rebuilding the steps manually.

What This Page Helps You Do

  1. Save time on repeated content work.
  2. Reduce mistakes by keeping the steps consistent.
  3. Add guardrails before something publishes automatically.

How To Build A Good Workflow

  1. Start with one simple task that already works by hand.
  2. Decide what should happen first, second, and third.
  3. Add a review step if the output will go live.
  4. Test the workflow on a small batch before you trust it.

What To Check Before You Automate

  1. Make sure every destination channel is connected.
  2. Confirm the plan has enough credits for the workflow.
  3. Check whether you want a draft step, approval step, or direct publish.

How To Keep It Reliable

  1. Keep the workflow small until it proves itself.
  2. Review results after the first few runs.
  3. Change one thing at a time when you are tuning it.
  4. If something breaks, check the connection or the rule that changed most recently.

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