Workflow Automation
Visual drag-and-drop workflow builder with nudge configuration
All Markets
Notifications
Total Workflows
0
Active
0
Draft
0
Avg Nodes
0
Workflows
| Name | Trigger | Int. | Market | Status | Nodes | Enrolled | Completed | Actions |
|---|
draft
Components
Flow Control
Trigger
Start workflow on event
If / Else
Conditional branching
Switch
Multi-way branching
Loop
Loop through items
Parallel
Execute in parallel
A/B Split
Split test two paths
End
Terminate workflow path
Timing
Wait
Delay for a duration
Delay Until
Wait for date or time
Channels
Email
Send email campaign
SMS
Send text message
WhatsApp
Send WhatsApp message
Contact Center
Outbound voice call
Actions
Send Nudge
Email, SMS, WhatsApp
Update Field
Modify patient attribute
Webhook
Call external API
Human Task
Assign to human
Audience
Segment
Filter by audience cohort
Del Delete Ctrl+S Save Ctrl+Z Undo Ctrl+Shift+Z Redo Ctrl+C/V Copy/Paste Space+Drag Pan ? Shortcuts
Design Your Patient Journey
Drag a Trigger from the palette to begin
or apply a Journey template from the sidebar
Scroll to pan · Ctrl + scroll to zoom · Ctrl+1 zoom fit
or apply a Journey template from the sidebar
Scroll to pan · Ctrl + scroll to zoom · Ctrl+1 zoom fit
100%
Hi! I'm your workflow assistant. I can help you design patient engagement journeys, suggest node configurations, or answer questions about building workflows.
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Starter Flows
Post-Visit Follow-Up
Care Gap Closure
Medication Adherence
High-Risk A/B Outreach
Advanced Patterns
Multi-Channel Drip Loop
Smart Triage Router
Parallel Onboarding
Insurance Pre-Auth
Lab Results Escalation
Readmission Prevention
Vaccine Series Tracker
Revenue Cycle Automation
Workflow Variables
0
Select a node to edit
Drag nodes from the palette onto the canvas, then click output → input ports to connect them.
Node
Trigger Configuration
Wait Configuration
Delay Until
Nudge Configuration
Email
SMS
WhatsApp
Contact Center
Merge Fields
Branch Condition
Patients matching → Yes branch, otherwise → No branch
Audience Segment
0 patients
Only patients in this segment will proceed through the Yes path.
A/B Split Test
A50% / 50%B
Update Patient Field
Webhook Call
Loop Configuration
Body → Loop output, exit when done → Exit output
Switch Configuration
First matching case → Match, no match → Default
Parallel Execution
All branches execute simultaneously. Join mode determines when the workflow continues.
Human Task
Workflow pauses until the task is completed by the assignee.
Node Output Variable
Store this node's result in a workflow variable for use in downstream nodes.
Connections
Execution Log & Audit Trail
0
Loading logs...
Schedule Workflow
Format: minute hour day-of-month month day-of-week
Workflow will execute automatically whenever this event is detected by the event monitor.
Edit
Copy Ctrl+C
Duplicate
Connect
Add Send After
Add Condition After
Add Wait After
Disconnect All
Canvas
Add Sticky Note
Select All Ctrl+A
Delete Del
Workflow Structure
Keyboard Shortcuts
Delete nodeDel
DeselectEsc
SaveCtrlS
UndoCtrlZ
RedoCtrlShiftZ
CopyCtrlC
PasteCtrlV
Select allCtrlA
Search nodesCtrlF
Nudge node\u2190\u2191\u2192\u2193
Nudge (large)Shift + \u2190\u2191\u2192\u2193
Pan canvasScroll / Space + drag
Zoom to cursorCtrl + scroll
Zoom to fitCtrl1
Shortcuts?
ESC