About Automation Workflows
Workflows is an automation tool integrated into Salesmessage, designed to help users automate their lead engagement processes. The primary objective was to seamlessly incorporate this feature into the existing UI/UX, ensuring it felt familiar and intuitive for users. Simplicity was a top priority, aiming to reduce any initial friction and provide a smooth onboarding experience for both new and existing users.
The development process started by gathering initial feedback from support requests and feature suggestions. To deepen our understanding of user needs, we conducted thorough user research, engaging directly with our current user base. These insights were invaluable in shaping the functionality and usability of the Workflows feature, ensuring it aligned with real-world use cases and provided meaningful value right from the start.
The problem
Before the introduction of Workflows, Salesmessage users had to manually handle every action, which was both time-consuming and inefficient. Many of our users, primarily in sales or support roles, faced repetitive tasks such as managing lead messages or support tickets. These tasks quickly became tedious and hard to track, leading to bottlenecks in daily operations.
Workflows emerged as one of the most highly requested features. After conducting several in-depth user interviews, it became clear that an automation tool would dramatically reduce manual effort and simplify processes. This insight drove the development of Workflows, a solution designed to automate repetitive tasks, streamline workflows, and enhance overall productivity for our users.
Wait actions initial options sketching. Trying to organize the wait action so it is easier and familiar to use.
Wireframes
After the initial research analysis and sketching of ideas are discussed and approved, we transition to creating detailed wireframes that lay out the various components of the feature. This allows us to better visualize how patterns and interactions will function without being overshadowed by UI design details. During this phase, we also build early prototypes to test basic interactions, ensuring the core functionality works as expected.
The workflow automation canvas MVP
Example of some of the action details displaying on the edit sidebar.
