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Workflow Engine Overview

The CampaignBrain Workflow Engine automates multi-step outreach and engagement processes. Each workflow is a series of connected steps that guide contacts through a predefined journey.

Key Concepts

Node Types

Type Icon Description
Action [ ] Tasks to perform (calls, emails, texts, door knocks)
Decision { } Branch points based on outcomes or AI analysis
Wait [/ /] Pause for a duration or until an event occurs
End (( )) Terminal states (success, declined, failed)

How It Works

  1. A contact is enrolled in a workflow
  2. The workflow starts at the start node
  3. Each action produces an outcome (e.g., "answered", "no_answer")
  4. Outcomes trigger transitions to the next node
  5. The workflow continues until reaching an end node

Decision Types

  • Heuristic: Simple rules based on contact data (e.g., "if call_count > 3")
  • AI-Powered: Claude analyzes notes and context to choose the best path
  • Manual: Staff member reviews and decides the next step

Example Workflows