Workflow 101 Documentation

Hey Everyone -- I feel embarrassed saying this, but I really have no idea how workflows actually work. I've tried to find documentation on Twenty's website. I've looked on YouTube for tutorials. So far I haven't come up with anything that shows me how to use it. All I'm hoping to do is select a group of people from my contacts and create an email automation that sends out a different email every week for 5 weeks. Is there any material that you reference to help you get the hang of Workflows?
4 Replies
ɃØĦɆᵾS
ɃØĦɆᵾS2mo ago
There's no documentation regarding workflow but I think a good substitute is n8n documentation, they're more advanced than workflow in Twenty About your case, there's a problem I see with 2 triggers (specific people and time schedule) which Twenty workflows don't cover, n8n allows for multiple triggers for workflows however it doesn't have data from Twenty, I think the best solution for your case would be like this: in n8n you set timed workflow (aka workflow which will be executed once every week) which goes through the list of prepared emails and depending on the week, it prepares specific email and sends it to Mailgun, Twilio or other mail service I've tried to make it entirely in Twenty workflow but there are too many limitations as of now to make it possible (maybe with code it'd be possible but there are no loop nodes in Twenty workflow making whole thing more difficult)
Prastoin
Prastoin2mo ago
cc @martmull @Baptiste Devessier
martmull
martmull2mo ago
Hello @bryanwlang thank you for reaching us. Indeed, as @bob said, there is currently too much limitation in twenty workflows for this use case. What I would do: - create a n8n flow with a webhook trigger and send 5 emails for 5 weeks - create a Twenty workflow with a manual trigger (When record is selected -> Contact) and a HTTP Request step to trigger the n8n flow and provide him Contact data. Don't forget to activate your workflow when configured Then you can select one Contact in your contact view, press Cmd + K, and trigger the twenty workflow for this contact Currently we cannot trigger workflow with multiple record selection Thank you for your feedback and don't hesitate if you need more help
bryanwlang
bryanwlangOP2mo ago
Thank you so much for this! I really appreciate your help. It's great to have a path to start going down. Thank you for filling me in on what you would do and what Twenty is capable of right now. This helps a lot!

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