Source: https://www.brixit.io/docs/crm-workflows

# Build an automated workflow in Brixit CRM

Open **Settings → Workflows** to build sequences for contacts or inquiries. Workflows can
create follow-up tasks, send messages, add notes, change stages or assign an agent using
the actions available to your workspace.

## 1. Start with a template or new workflow

Select **Browse templates** to find a sequence by goal, scope and channel. Open a template
to review its steps before using it. Templates open disabled for review. Alternatively,
select **Create workflow** to start a new draft.

[![Workflow editor with action palette, timeline, trigger configuration and test controls](https://www.brixit.io/images/docs/modules/settings-workflow-editor.jpg)](https://www.brixit.io/images/docs/modules/settings-workflow-editor.jpg)

*A new unsaved contact workflow. The timeline shows the sequence and the right panel edits the selected item.*

## 2. Choose the trigger and scope

1. Enter **Workflow name**.
2. Select the **Trigger** that should start the sequence.
3. Choose **Run for each**: Contact or Inquiry.
4. Complete any trigger-specific values, such as inactivity duration or stage selection.

A contact workflow uses the person's agent, stage and history without requiring an
inquiry. Choose inquiry scope when the sequence is about a particular requirement.
**Apply manually** starts through an explicit workflow action; it is useful when the
agent decides which records should enter.

## 3. Configure the steps

Choose an action from **Add a step**, then select the step in the timeline to edit it.
Use move, duplicate and remove controls to arrange the final sequence.

| Action group | Check before saving |
| --- | --- |
| Time delay | How long to wait before continuing |
| Check a condition | The condition that must match; a non-match ends that path |
| Create a call follow-up | The task text, assignee behavior and due interval |
| Send email | Connected mailbox, recipient data, subject and message content |
| Send WhatsApp reply/template | Available connection, template and delivery eligibility |
| Add a note / Assign an agent / Change stage | Exact content or destination for the selected scope |
| End workflow | Where the sequence should stop |

Use the available personalization controls and review messages with a representative
record. Sending messages is different from creating a follow-up task for an agent to do.

## 4. Review Behavior

Open **Behavior** and review repeat enrollment, the minimum interval between enrollments,
whether to pause when the contact replies, and business-hours behavior. When enabled,
the business-hours option runs Monday–Friday, 9 AM–6 PM in the company timezone; this can
move execution later than the raw delay shown in the timeline.

## 5. Preview before enabling

1. Select **Test workflow**.
2. Choose a test contact and, for inquiry scope, the relevant inquiry.
3. Select **Preview without running**.
4. Review each step's eligibility, condition outcome and timing; correct the configuration.
5. Save the reviewed workflow and enable it only when the trigger and actions are ready.

**Preview without running** and **Save and start workflow** have different effects.
The latter saves and starts real work for the selected record. A successful preview is
not a guarantee of message delivery; connection and delivery checks still apply at runtime.

## Monitor running work

Return to the workflow list and use **Run history** to inspect executions and step results.
Use the Enabled, Disabled or Needs attention filters to narrow the list. Investigate
connection errors, missing recipient data or unmatched conditions before trying again.
Check existing runs before starting another sequence for the same person.

For external automation connections, see [Zapier and n8n setup](https://www.brixit.io/docs/crm-services).
For human review gates, use [Approval workflows](https://www.brixit.io/docs/crm-approval-settings).