Workflow
Automation that doesn't sleep. Build sophisticated voter journeys with drag-and-drop simplicity—then let the system handle the rest.
Workflow Builder - Drag & Drop Automation
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Key Features
Visual Workflow Builder
Drag, drop, done. Create complex voter journeys without writing code. See the entire flow at a glance and make changes in seconds.
Decision Nodes
AI-powered branching based on voter behavior, scores, or custom criteria. The right message to the right voter at the right time.
Event Timeline
Never miss what happened. Complete audit trail of every workflow execution, every decision point, every message sent.
Multi-Channel Actions
Email, SMS, postcards, calls—all from the same workflow. Orchestrate coordinated touches across every channel.
How Workflows Work
A typical voter journey might look like:
- Trigger: Voter identified as persuadable by Models
- Email: Send issue-focused message based on their priorities
- Wait: 3 days for engagement
- Decision: Did they open? Click?
- Branch A: Engaged → Add to phone bank queue
- Branch B: No engagement → Send follow-up with different angle
- Continue: Based on phone contact result...
Pre-Built Templates
Start with battle-tested templates for common scenarios: voter persuasion, GOTV sequences, volunteer recruitment, and donor follow-up. Customize to fit your campaign's voice.
Workflow Templates
| Template | Description | Channels |
|---|---|---|
| New Supporter | Welcome sequence for identified supporters | Email, SMS |
| Persuasion Track | Multi-touch sequence for undecided voters | Email, Mail, Phone |
| GOTV Sequence | Get out the vote countdown | SMS, Phone, Email |
| Lapsed Donor | Re-engagement for past contributors | Email, Mail |
| Volunteer Onboard | Training and assignment sequence | Email, SMS |
| Event Follow-up | Post-event engagement and asks | Email, SMS |
State Machine Visualization
Every voter contact flows through a state machine that tracks:
- Current State: Where they are in the journey
- History: How they got there
- Next Actions: What's scheduled
- Exit Conditions: When to stop outreach