> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getstrada.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Automate tasks during and after conversations

Workflows let you automate actions and processes that happen during or after a conversation. They use a visual node-based builder where you connect steps to create automation sequences.

To get started, open an agent's **Conversation Flow** editor and click the **Workflows** button in the floating controls.

<Frame>
  <img src="https://mintcdn.com/strada/ZPb6ino7hqtGCAH1/building/conversation-flow/workflows-panel.png?fit=max&auto=format&n=ZPb6ino7hqtGCAH1&q=85&s=7bafc66c59f37c4799b22601f1972167" width="1024" height="285" data-path="building/conversation-flow/workflows-panel.png" />
</Frame>

***

## Action Workflows

Action workflows run during a live conversation. Reference them in your agent's instructions or advanced rules using `@` and tell the agent when to trigger them. For example, to look up account data, send an SMS, process a payment, or transfer a call.

When triggered, the agent can collect the action variables you've defined from the conversation, execute the workflow, and use the response to continue the conversation.

<Card title="Creating and configuring action workflows" icon="zap" href="/building/conversation-flow/workflows/action-workflows">
  Step-by-step guide to adding an action workflow, defining its settings, variables, and response schema.
</Card>

***

## Post-Conversation Workflow

The post-conversation workflow runs automatically after a conversation ends. Use it for follow-up tasks like updating CRM records, sending notification emails, creating support tickets, or running staged outreach sequences.

Post-conversation workflows have access to the full conversation transcript, analysis data, and all variables, and aren't constrained by a time limit.

<Card title="Enabling and building the post-conversation workflow" icon="arrow-right-from-line" href="/building/conversation-flow/workflows/post-conversation">
  How to enable post-conversation automation, build multi-step flows, and use patterns like conditional
  routing and delayed follow-ups.
</Card>

***

## Using the Workflow Builder

Both workflow types share the same builder. When you open a workflow, the editor switches from the conversation flow graph to a vertical node chain.

<Frame>
  <img src="https://mintcdn.com/strada/ZPb6ino7hqtGCAH1/building/conversation-flow/workflows/workflow-builder.png?fit=max&auto=format&n=ZPb6ino7hqtGCAH1&q=85&s=8c8858c5328abee43fa7c9d192f69d5a" width="1024" height="726" data-path="building/conversation-flow/workflows/workflow-builder.png" />
</Frame>

* Click the <Icon icon="plus" size={16} /> button between nodes to add a new step
* Select an app from the grid, then choose the specific action

<Frame>
  <img src="https://mintcdn.com/strada/ZPb6ino7hqtGCAH1/building/conversation-flow/workflows/select-app.png?fit=max&auto=format&n=ZPb6ino7hqtGCAH1&q=85&s=a66e0be19da1abf1a5d9e30c0d03bd1e" style={{ maxWidth: '500px' }} width="1024" height="837" data-path="building/conversation-flow/workflows/select-app.png" />
</Frame>

* Click a node to configure it in the left panel
* Use `/` in any configuration field to reference variables from the conversation, analysis data, or outputs from previous nodes

Some commonly used nodes include:

**Flow Control** - Split (conditional branching), Delay (timed pauses)

**Utility** - Code (custom TypeScript), LLM (language model processing), Knowledge Base Query (search connected knowledge bases)

For the complete list of nodes and integrations, see the [Node Reference](/building/conversation-flow/workflows/node-reference).

***

## Publishing

Workflows have their own publish model, separate from the agent's draft/publish cycle.

When you configure a node, click **Save Changes** at the bottom of the configuration panel to persist that node's settings. Once you've saved your changes, a banner appears at the top of the builder with two options:

<Frame>
  <img src="https://mintcdn.com/strada/ZPb6ino7hqtGCAH1/building/conversation-flow/workflows/publish-banner.png?fit=max&auto=format&n=ZPb6ino7hqtGCAH1&q=85&s=a45809f55dd32e186d8fe5e4a502ff80" width="924" height="118" data-path="building/conversation-flow/workflows/publish-banner.png" />
</Frame>

* **Publish Workflow** - Makes the current changes live
* **Undo Changes** - Reverts to the last published version

Publishing the agent does not automatically publish its workflows, and vice versa. Each workflow must be published independently.

***

## Variables and Data Mapping

Every node can reference data from the conversation. Type `/` in any configuration field to open the variable picker:

* Call and chat variables passed into the conversation
* Analysis data extracted by the agent (post-conversation workflows only)
* Secure metadata (encrypted values not visible to the LLM)
* Outputs from previous nodes in the workflow
* Session variables set during the conversation
