Workflows
Workflow patterns and best practices
Apply supported message, logic, AI, integration, action, handoff, and terminal-node patterns.
Automation buildersBeginnerAvailable
What this guide covers
- Patterns show how implemented nodes fit together without claiming unsupported data sources or schedule behavior.
- Prerequisites: Review every node's prerequisites and the relevant connected service.
- Result: The workflow has explicit paths, observable results, and no node that depends on data produced later.
- Limit: Examples do not bypass WhatsApp service-window, template, connection, permission, or balance rules.
What this is and when to use it
Patterns show how implemented nodes fit together without claiming unsupported data sources or schedule behavior.
| Use it when | Expected outcome |
|---|---|
You need a safe starting topology for a new workflow. | The workflow has explicit paths, observable results, and no node that depends on data produced later. |
Before you begin
- Review every node's prerequisites and the relevant connected service.
Prerequisites
Review every node's prerequisites and the relevant connected service.
Complete the task
- Start with the smallest trigger-to-outcome path.
- Add validation and a clear End Flow for success and failure paths.
- Use Human Handoff when human judgment is required.
- Use Test with alternative inputs.
- Monitor early live executions and cost.
Confirm it worked
- The workflow has explicit paths, observable results, and no node that depends on data produced later.
Common problems
| Symptom | What to check |
|---|---|
An example needs unavailable data | Replace the conceptual step with an implemented integration, webhook, function, or provided variable. |
A delay is used as a calendar | Use Scheduled trigger for calendar recurrence; Delay only waits inside an execution. |
Current limitations
Examples do not bypass WhatsApp service-window, template, connection, permission, or balance rules.
Product boundary
Examples do not bypass WhatsApp service-window, template, connection, permission, or balance rules.
Where to go next
Related documentation
Tutorial: automated customer-support assistantClassify inbound WhatsApp messages, draft a response, reply, and hand uncertain or sensitive cases to a human.Tutorial: qualify an inbound WhatsApp leadAsk questions, classify answers, extract lead details, tag or update the contact, and notify a human.Workflow node referenceChoose from every node in Yanola's Triggers, Messages, Logic, AI, Integrations, and Actions palette.