Automation & workflows — found from sitemap — folk

Cited by

Facts read from this source

• Workflow assistant purpose Report an error

  “The Workflow Assistant automates email follow-ups based on changes in your data.”

• Workflow structure Report an error

  “Each workflow has: Trigger + optional filters (when something happens in a group) Send an automated email (optional)”

• Workflow trigger events Report an error

  “Created or Updated (and chose the associated field that is updated)”

• Workflow record type Report an error

  “Record type: People”

• Workflow filters Report an error

  “Filters work like group filters to set the workflow to run only on a subset of people or companies.”

• AI personalization Report an error

  “If enabled, folk will rewrite/enhance the email using: The latest shared interaction with the person The latest public note on the record (private notes are excluded).”

• Preview free Report an error

  “Preview does not consume credits.”

• Campaign analytics Report an error

  “After the Workflow Assistant is set live, folk creates a campaign that aggregates messages sent by that workflow. Campaign analytics follow the same structure as campaigns in folk (Sent, Not Sent, Opened, Replied, Clicked, Bounced, etc.).”

• Update CRM action Report an error

  “For Update CRM: field + value selected”

• Credit per workflow Report an error

  “Each workflow completion consumes 1 credit.”

• Free trial credits Report an error

  “Free trial: 50 credits”

• Standard credits Report an error

  “Standard: 1,500 credits”

• Premium custom credits Report an error

  “Premium/Custom: 10,000 credits”

• Credits exhausted Report an error

  “If you run out of credits, the assistant is disabled and you’ll be prompted to upgrade.”

• Workflow statuses Report an error

  “Active: running normally Inactive: turned off, or disabled due to configuration changes (e.g., deleted field/group) Pending action: blocked by external dependencies (e.g., invalid sender, insufficient credits)”

• Tracking setup dependent Report an error

  “Tracking depends on your sender setup (e.g., tracking can be disabled at workspace level). See settings > senders.”

• No email handling Report an error

  “If the person has no email, the email is generated but shows as Not sent in the assistant campaign (labeled “No email address”). The email won't be send.”

• Deleted field behavior Report an error

  “If a field used in filters or updates is deleted, the assistant becomes Inactive and you’ll need to review and re-enable it.”

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