Automation Workflow
An automation workflow is a defined sequence of steps — triggers, conditions, actions — that runs without human involvement once started, executing a repeatable process end to end.
What is an automation workflow?
An automation workflow is a saved process: a trigger fires (a new lead, a webhook, a schedule), a series of steps run in order with conditional branches, and the result is logged. The workflow is the unit of automation — what you build, version, monitor, and improve.
Why it matters
- Encodes a process so it runs the same way every time, regardless of who's on shift
- Becomes the place where you instrument metrics — every run, every step, every failure logged
- Composability: workflows can call other workflows, and AI agents can call workflows as tools
Anatomy of a GTM workflow
- Trigger — schedule, webhook, manual run, or upstream workflow finishing
- Inputs — list of leads, account names, search query
- Steps — enrich, score, classify, send to CRM, draft message
- Branches — if score > 8, escalate; else, nurture
- Outputs — updated table, CRM records, webhook payload to sequencer
How TexAu helps
TexAu's workflow builder is the unit of work in the platform — chain LinkedIn scrapers, enrichment, AI columns, and CRM writes into one runnable artifact. Schedule it, trigger it from a webhook, or call it from your own code via the API or MCP server.
Related