What is a workflow?
A workflow is a short series of messages sent with a delay between each one, which stops as soon as the person replies.
Also called: Follow-up sequence, Sequence.
In plain words
Follow-ups win business. Someone asks for a quote and goes quiet, or a lead accepts your connection and never answers. A polite second message a few days later often gets the reply the first one did not.
A workflow sends those follow-ups for you. You write the steps, choose the delay between them, and start it for a person. If they reply at any point, the workflow stops, so nobody receives "just checking in" after they have already answered.
Keep workflows short and personal. Two or three steps to someone who expects to hear from you is useful. A long chain of messages to strangers is the kind of activity platforms restrict, and it rarely helps your reputation either.
Write each step so it still makes sense on its own. The person may have missed the first message, so a short reminder of who you are and why you are writing helps. Leave a few days between steps rather than a few hours, and end the sequence with a message that makes it easy to say no, such as offering to stop if now is not a good time.
How it works in Spaces
Spaces workflows are multi-step sends on LinkedIn, Instagram and WhatsApp, with a delay between steps and a stop when the person replies. Every step uses the same safety limits as any other send, including the new-chat limits and warm-up.
Workflows are included on the Pro, Team and Agency plans. The pricing page has the details.
Related terms
- Routine: A routine is a rule that runs on its own, on a schedule or when something happens, such as sending a set reply when a message with a keyword arrives.
- Scheduled message: A scheduled message is a message written now and sent automatically at a set local time later, such as an appointment reminder for the morning before.
- New conversation: A new conversation is a message you send to someone who has not written to you in that chat yet, as opposed to a reply in a conversation the other person started.
- Connection request: A connection request is a LinkedIn invitation asking someone to join your network, which, once accepted, lets you message them directly.
FAQ
What happens when the person replies?
The workflow stops, so no more follow-ups go to them.
Which channels support workflows?
LinkedIn, Instagram and WhatsApp.
Do workflow messages count towards limits?
Yes. Every step follows the same per-account limits and warm-up as any other message.
How many steps should a workflow have?
Keep it short, usually two or three steps, and only for people who expect to hear from you.
Is a workflow the same as a routine?
No. A workflow follows one person through a few steps. A routine reacts to a trigger, such as a keyword, across your account.
Useful next: Pricing, LinkedIn messages with AI, Sending limits. Every term: the glossary.