Workflows in Lumail allow you to create automated sequences that trigger based on subscriber actions or other conditions.

## One graph-based workflow engine

Every workflow uses a validated graph of steps and edges, editable drafts,
immutable published versions, detailed run timelines, goals, exits, and mutual
exclusion groups. The same canonical workflow tools are available in the app,
MCP, CLI, SDK, and Tools API.

Start with the [guided setup](/docs/workflows/workflow-getting-started), then use the focused guides for [triggers](/docs/workflows/workflow-triggers), [manual enrollment](/docs/workflows/workflow-manual-enrollment), [branching](/docs/workflows/workflow-branching), [A/B tests](/docs/workflows/workflow-ab-testing), [goals](/docs/workflows/workflow-goals), [exit rules](/docs/workflows/workflow-exit-rules), [publishing](/docs/workflows/workflow-publishing), and [run analysis](/docs/workflows/workflow-testing).

## What are Workflows?

Workflows are a series of steps that execute automatically based on triggers. You can use workflows to:

- Send welcome emails when subscribers join your list
- Create multi-step nurture sequences
- Segment subscribers based on their behavior
- Deliver content on a schedule

## Creating Your First Workflow

To create a workflow, navigate to the Workflows section in your organization dashboard:

1. Click on **Workflows** in the left sidebar
2. Click the **Create Workflow** button
3. Give your workflow a descriptive name
4. Add your first trigger

## Workflow Components

### Triggers

Triggers are events that start your workflow. Common triggers include:

- **Subscriber Added to Tag**: Activates when a tag is applied to a subscriber
- **Form Submission**: Activates when someone completes a capture form
- **Date Based**: Activates at a specific date/time
- **[Manual](/docs/workflows/workflow-manual-enrollment)**: Filter subscribers, select all, and start a published workflow without a trigger

### Steps

After setting a trigger, you can add steps to your workflow:

- **[Wait Step](/docs/workflows/workflow-wait-step)**: Pause for a specified time before continuing. Supports duration, specific time, or day of week.
- **[Email Step](/docs/workflows/workflow-email-step)**: Send an email to the subscriber with duplicate prevention and limit enforcement.
- **[Action Step](/docs/workflows/workflow-action-step)**: Add tags, remove tags, unsubscribe, or add to another workflow.
- **[Webhook Step](/docs/workflows/workflow-webhook-step)**: Send HTTP requests to external services for integrations.

### Example Workflow

Here's an example of a simple welcome sequence:

1. **Trigger**: Subscriber Added to Tag "newsletter"
2. **Step 1**: Email - Welcome message with introduction
3. **Step 2**: Wait - 2 days
4. **Step 3**: Email - Educational content
5. **Step 4**: Wait - 3 days
6. **Step 5**: Email - Promotional offer

## Best Practices

- **Start Small**: Begin with simple workflows before building complex ones
- **Test Thoroughly**: Send test emails to yourself before activating
- **Monitor Performance**: Check open rates and adjust timing as needed
- **Clear Naming**: Use descriptive names for workflows and steps
- **Exit Conditions**: Consider how subscribers might exit the workflow

## Advanced Features

- **[Workflow Groups](/docs/workflows/workflow-groups)**: Prevent subscribers from being enrolled in multiple workflows at once using mutual exclusion
- **[A/B Testing](/docs/workflows/workflow-ab-testing)**: Compare separate paths against the same conversion goal
- **[Segmentation](/docs/workflows/workflow-branching)**: Route subscribers with conditions, event waits, and weighted splits
- **[Goals](/docs/workflows/workflow-goals)**: Track graph milestones or conversions that happen outside the current step
- **[Exit Rules](/docs/workflows/workflow-exit-rules)**: Stop subscribers before later steps when their state changes
- **Integration**: Connect with other platforms via webhooks
- **Analytics**: Track conversion through each step

Workflows are a powerful way to automate your email marketing and deliver the right message at the right time.

## Related Documentation

- [Variables](/docs/features/variables) - Personalize workflow emails
- [Tag Action Links](/docs/features/tag-action-links) - Let subscribers add or remove tags from an email, including tag-triggered workflow entry
- [Subscriber Events](/docs/features/subscriber-events) - View workflow execution history
- [Tags API](/docs/api-reference/api-tags-get) - Manage trigger tags programmatically
- [Content Deliverability](/docs/features/content-deliverability) - Optimize workflow emails for inbox placement
- [Create Subscriber](/docs/api-reference/api-subscribers-post) - Control workflow triggering with `triggerWorkflows`