Workflows

Build powerful automation sequences that respond to user behavior, manage contacts, and deliver personalized experiences at scale

Workflows

Transform manual processes into intelligent automation. Komo Workflows let you create event-driven sequences that respond to user behavior, manage contacts automatically, and deliver personalized experiences at scale.

Why use workflows? Turn every user interaction into an opportunity for automated engagement, contact management, and conversion optimization.

Creating Your First Workflow

Step 1: Navigate to Workflows

Go to Automations → Workflows in your workspace sidebar.

Your workflows dashboard shows:

• Active workflows with status indicators and scope information
• Quick actions via three-dot menus for editing, cloning, and management
• Performance metrics at a glance

Learn more about workflow statuses →

Step 2: Choose Your Scope

Click + Create Workflow and select your automation scope:

Scope	Best For	Example
Workspace	Global automations	Welcome all new contacts
Hub	Site-specific actions	Location-based offers
Card	Campaign-focused	Event completion rewards

💡 Tip: Start with Hub or Card scope for testing, then scale to Workspace level.

Step 3: Select Your Trigger

Choose what event starts your workflow:

Trigger	When It Fires	Perfect For
Data Captured	Form submission	Lead generation
Card Completed	Experience finished	Completion rewards
Contact Created	New user identified	Welcome sequences
Prize Awarded	User wins prize	Winner notifications

See all triggers →

Step 4: Build Your Flow

Use the visual workflow builder to drag, connect, and configure your automation:

Key interface elements:

• Canvas area - Arrange and connect modules
• Action library - All available workflow actions organized by category
• Configuration panels - Set up each module’s specific settings
• Connection paths - Define success and failure routes

Popular action categories:

• Contact Actions - Update profiles, send emails/SMS, manage lists
• Integrations - Sync with Salesforce, Mailchimp, Braze
• Loyalty - Award points, manage tiers, track engagement
• Utility - Add delays, conditional logic, custom webhooks

Browse all actions →

Step 5: Test and Launch

1. Save your workflow
2. Test with sample data to verify each step works correctly
3. Activate via three-dot menu → Run. For draft-only workflows, a validation modal checks your configuration for errors before publishing and activating. See workflow status management for the full activation guide.
4. Monitor performance in the Workflow Runs dashboard

Monitoring Your Workflows

Track performance and troubleshoot issues in the Workflow Runs dashboard:

Detailed Execution Views

Click any workflow run to see step-by-step execution details:

What you’ll see:

• Trigger event that started the workflow
• Step-by-step timeline with precise timestamps
• Success/failure indicators for each module
• Data context about the contact and triggering event

Complete monitoring guide →

What’s Next?

Ready to build advanced workflows?

• View all triggers → - Complete trigger reference with use cases
• Browse all actions → - Full action library with examples
• Workflow status management → - Control workflow execution and lifecycle
• Monitoring guide → - Deep dive into performance tracking

Need help getting started?

• Try the Contact List Workflows tutorial
• Contact support at [e-mail]