Workflow Maps: View linked workflows together in the Workflow Canvas

What’s new?

You can now use Workflow Canvas to view a workflow and its linked workflows together. Follow the connections between automations and understand how they form a larger process.

Why this matters

Many customer journeys span several workflows. One workflow may add a tag that starts another, or directly add a contact to a follow-up workflow. Viewing those workflows together makes the handoffs easier to understand and investigate.

How it works

Open Automation > Workflows > Workflow Maps, select a workflow, and open Linked workflows.

• Explore the connected workflows: Review the workflows linked to the one you selected, including relationships across folders.
• Follow the handoffs: Understand connections created through shared assets or direct workflow actions.
• Inspect the sequence: Review the connected workflows together to understand how the overall automation is arranged.
• Investigate a dependency: Use the map’s asset-usage details to find the triggers or actions behind a shared asset.
• Open the builder when needed: Move into the relevant workflow to make changes to its steps.

Common use cases

• Understand a lead-capture, qualification, and follow-up sequence.
• Review how booking workflows connect to reminders and post-appointment follow-up.
• Explain a process that spans multiple workflows during a handover.

Additional notes

• Workflow Maps provides the account overview. Workflow Canvas helps you follow a linked workflow sequence.
• Connections describe how the automation is configured. Use contact journeys to investigate a particular contact’s execution history.
• Edit workflow steps in the builder.
• Launch access: Workflow Maps is available only to agency users and agency admins at launch.

Preview