> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.
# Workflows
The **Workflows** page is where you manage automation workflows in RizzDial. A workflow is an automated process that starts from a trigger, such as a new contact or a specific activity, and then performs actions like messaging, calling, tagging, updating contact details, or moving a lead through a process.
## 🎯 What This Page Is Used For
Use the Workflows page when you want to:
* View all workflows in one place
* Create a new workflow
* Open an existing workflow for editing
* Organize workflows into folders
* Search and browse workflows
* Activate or deactivate workflows
* Duplicate an existing workflow
* Import a workflow from a JSON file
* Export a workflow as a JSON file
* Move a workflow into a different folder
* Delete workflows that are no longer needed
The Workflows page has two main areas.
### 📋 Workflows Table
The right side shows the workflow list. Each workflow row includes:
* Number
* Workflow name
* Status
* Created by
* Created date
* Action menu
The workflow name is clickable. Clicking it opens the workflow builder so you can review or edit the automation.
## 📁 Folders
Folders are optional, but they are useful when an account has many workflows.
### ➕ Add a Folder
Click **Add** in the Folders panel.
Enter a folder name, then click **Save**. After saving, the folder appears in the folder list.
### ✏️ Edit a Folder
Open the folder's three-dot menu and choose **Edit**.
Update the folder name, then save it.
**🗑️ Delete a Folder**
Open the folder's three-dot menu and choose **Delete**.
When a folder is deleted, workflows inside it are moved to **No Folder**. The workflows themselves are not deleted.
**↕️ Reorder Folders**
Folders can be reordered by dragging the handle beside a folder name.
After dropping the folder in a new position, the order is saved automatically.
**🔖 Remembered Folder Selection**
When you select a folder, the page remembers that selection in the browser. If you come back later, the same folder can be selected again automatically.
If that folder no longer exists, the page returns to **All Workflows**.
**🏷️ Workflow Status**
Each workflow has a status badge.
Common statuses are:
| Status | Meaning |
| ------------ | ----------------------------------------------------------------------------- |
| **Active** | The workflow is turned on and can run |
| **Inactive** | The workflow is turned off |
| **Draft** | The workflow is still being prepared and should be reviewed before activation |
You can change a workflow's status from the row action menu.
If a workflow is active, the action menu shows **Deactivate**. If it is inactive or draft, the action menu shows **Activate**.
## ➕ Creating a Workflow
Click **Create Workflow** to start a new workflow.
The system creates a draft workflow and opens the workflow builder. From there, you can design the automation, update its name, add triggers, add actions, and save changes.
New workflows start as drafts so you can safely build and review them before turning them on.
## 📥 Importing a Workflow
Click **Import Workflow** to upload a workflow JSON file.
Steps:
1. Click **Import Workflow**
2. Choose a valid workflow JSON file
3. Click **Import**
4. Wait for the import to finish
If the file is valid, the workflow is imported as a draft. You may be taken directly to the builder to review it.
Import is useful when moving a workflow between accounts, restoring a saved workflow, or sharing a workflow template.
## ⚙️ Workflow Actions Menu
Each workflow row has a three-dot action menu.
Available actions can include:
* **Edit**
* **Change Folder**
* **Activate** or **Deactivate**
* **Duplicate**
* **Export**
* **Delete**
The available actions may depend on your permissions.
**✏️ Edit**
**Edit** opens the workflow builder for that workflow.
Use this when you need to change the workflow name, trigger, actions, settings, or automation structure.
**📁 Change Folder**
**Change Folder** opens a popup where you can move the workflow into another folder.
Choose a folder, then click **Save**. Select **No Folder** if the workflow should not belong to any folder.
**▶️ Activate or Deactivate**
**Activate** turns the workflow on.
**Deactivate** turns the workflow off.
Use **Deactivate** when you want to pause a workflow without deleting it.
**📑 Duplicate**
**Duplicate** creates a copy of the workflow and opens the copy in the builder.
The copied workflow is created as a draft. This is helpful when you want to reuse a workflow structure without changing the original.
**📤 Export**
**Export** downloads the workflow as a JSON file.
Use this for backup, sharing, or migration.
**🗑️ Delete**
**Delete** removes the workflow after you confirm the action.
Only delete a workflow when it is no longer needed. If you may need it later, export it first or deactivate it instead.
**🔍 Searching and Browsing**
The workflow table includes search, pagination, and item-count controls.
Use search when you know part of a workflow name or need to quickly find a specific automation.
Use pagination when the account has many workflows. The table loads workflows in pages so the screen remains fast and organized.
**📭 Empty States**
You may see empty or limited content in these situations:
* **No folders yet** — no workflow folders have been created
* **No workflows in selected folder** — the selected folder does not contain workflows
* **No matching search results** — the search term does not match any workflow
When this happens, you can clear the search, select **All Workflows**, create a workflow, or move workflows into the selected folder.
## 🛠️ Workflow Builder
When you click **Create Workflow**, a workflow name, or **Edit** from the action menu, the **Workflow Builder** opens. This is where you design triggers, actions, and the full automation flow.
### 🎨 Builder Canvas
The builder has three main areas:
* **Left sidebar** — drag triggers and actions onto the canvas
* **Center canvas** — visual grid where your workflow is built
* **Right panel** — configure the selected trigger or action
Triggers start the workflow. Actions run after a trigger fires. Use the **+** controls on the canvas to add more steps and connect them into a flow.
### ⚡ Available Triggers
Drag a **Trigger** block from the left sidebar onto the canvas, then choose a **Trigger Event** from the dropdown in the right panel.
Common trigger events include:
| Trigger | When it runs |
| ------------------------------- | ------------------------------------------------------------------------ |
| **Contact Created** | A new contact is added to RizzDial |
| **Contact Changed** | An existing contact's details are updated |
| **Contact Tag Added / Removed** | A tag is added to or removed from a contact |
| **Disposition Change** | A call disposition is set or updated |
| **Note Added** | A note is added to a contact |
| **Pipeline Stage Change** | A contact is moved to a different pipeline stage |
| **Appointment Status** | An appointment status changes (for example booked, confirmed, or missed) |
| **Customer Booked Appointment** | A contact books an appointment through your calendar or booking flow |
| **Incoming SMS** | A contact sends an inbound SMS to your number |
| **Dialer Call Details** | A dialer call ends or reaches a specific call outcome |
| **AI Call Details** | An AI call ends or reaches a specific call outcome |
You can add **filters** on any trigger to narrow when the workflow should run — for example, only when a contact is created in a specific PowerList or when a tag equals **Hot Lead**.
### ⚡ Configure a Trigger or Action
Click any block on the canvas to open its settings in the right panel.
From here you can update the label, choose the trigger event, add filters, and configure action-specific options.
### ⚙️ Workflow Settings
Click **Settings** in the builder toolbar to open communication and timing options for the workflow.
Available settings include:
* **Timezone** — used for wait steps and time window rules
* **Allowed Users** — choose who can trigger this workflow; leave empty to allow all users
* **Time Window** — restrict when automated actions may run
* **Sender Details** — default **From Name**, **From Email**, and **From Number** for outgoing messages
Click **Save Settings** when you are done.
### ✨ Build with AI
Click **Build with AI** in the builder to describe a workflow in plain language. The AI lays out triggers and actions on the canvas based on your prompt.
You can iterate by asking the AI to add or change steps — for example, *"add a tag after the call."* Your changes are saved when you click **Save** in the builder.
### 💾 Save and Activate
Use **Save** in the builder toolbar to store your design. Use **Activate** to turn the workflow on once it is ready. Use **Back** to return to the **All Workflows** list.
For past run history, see [Execution Logs](/workflow/execution-logs).