Workflows
Test a workflow
Run a saved workflow with test contact and trigger data while preventing message, database, and external side effects.
Automation buildersBeginnerAvailable
What this guide covers
- The Test panel validates configuration and previews the execution path without performing protected external side effects.
- Prerequisites: Save the workflow first.
- Result: Test passed, intended branch is selected, outputs are correct, and there are no unexpected configuration issues.
- Limit: A passing simulation does not prove an external account, recipient, provider, or balance will remain available during live execution.
What this is and when to use it
The Test panel validates configuration and previews the execution path without performing protected external side effects.
| Use it when | Expected outcome |
|---|---|
Before activating a new workflow. | Test passed, intended branch is selected, outputs are correct, and there are no unexpected configuration issues. |
After changing logic, variables, AI prompts, or integrations. | Test passed, intended branch is selected, outputs are correct, and there are no unexpected configuration issues. |
Before you begin
- Save the workflow first.
- Configure a Workflow Trigger.
- Use representative contact and message values.
Prerequisites
Save the workflow first. Configure a Workflow Trigger. Use representative contact and message values.
Complete the task
- Open the workflow and select Test.
- In Setup, enter trigger type, contact, number, and message data.
- Run Test.
- Review executed, simulated, AI real, skipped, and failed steps.
- Inspect branches, output variables, prevented writes/calls, duration, and estimated cost.
- Reset and test alternative branches.
Confirm it worked
- Test passed, intended branch is selected, outputs are correct, and there are no unexpected configuration issues.
Common problems
| Symptom | What to check |
|---|---|
Run Test is disabled | Save the workflow and configure its trigger. |
The test contacted an AI model | AI nodes are explicitly marked AI · REAL; message and protected external side effects are simulated. |
Current limitations
A passing simulation does not prove an external account, recipient, provider, or balance will remain available during live execution.
Product boundary
A passing simulation does not prove an external account, recipient, provider, or balance will remain available during live execution.
Where to go next
Related documentation
Save, activate, pause, and change workflowsMove a validated workflow into Active status and make controlled operational changes.Workflow failures and debuggingTrace trigger matching, validation, branch decisions, node failures, variables, integrations, and usage.Usage, limits, and meteringMonitor workflow executions, messages, AI cost, API usage, number limits, storage, and unsettled usage.