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Workflows

Workflow overview

Use Yanola's visual builder to turn WhatsApp, schedule, or webhook events into connected message, logic, AI, integration, and action steps.

Automation buildersBusiness usersBeginnerAvailable

What this guide covers

  • A workflow is a saved graph with one Workflow Trigger and connected nodes. Each matching event creates a separate execution.
  • Prerequisites: A WhatsApp Agent Project.
  • Result: A matching trigger starts an execution that follows one connected path and records its result.
  • Limit: A workflow contains at most one Workflow Trigger node; activation is blocked when validation fails.

What this is and when to use it

A workflow is a saved graph with one Workflow Trigger and connected nodes. Each matching event creates a separate execution.

When to use Workflow overview
Use it whenExpected outcome
A task has multiple steps or conditions.A matching trigger starts an execution that follows one connected path and records its result.
An inbound message, schedule, or webhook should start automation.A matching trigger starts an execution that follows one connected path and records its result.

Before you begin

  1. A WhatsApp Agent Project.
  2. Resources required by the selected nodes.

Complete the task

  1. Create a draft from Workflows.
  2. Configure the trigger.
  3. Add, configure, and connect nodes.
  4. Test with realistic data.
  5. Fix validation findings and activate.

Confirm it worked

  1. A matching trigger starts an execution that follows one connected path and records its result.

Common problems

Workflow overview troubleshooting
SymptomWhat to check
Nothing startsConfirm Active status, trigger configuration, selected number, and matching event.
A path stops earlyCheck connections, terminal nodes, and the failed node.

Current limitations

A workflow contains at most one Workflow Trigger node; activation is blocked when validation fails.

Where to go next