Workflow Automation
Workflows
Workflows are the fundamental automation maps in TWS OS. Learn how to configure, version, and manage executions for your practices.
Every workflow represents an operational process. For example, when a new lead fills out a form on your website, you want an AI agent to intake the lead, draft an email immediately with scheduling links, wait for the appointment to finish, send a review request, and follow up on any unpaid invoices via Stripe Connect.
Visualizing the Workflow Pipeline
// Visual Workflow Structure Model
[Trigger]→ Webhook: New Lead Form Submission (example.com/contact)
│
[Node 1]→ AI Agent Intake (Extract Name, Email, Phone, Project Intent)
│
[Node 2]→ Outbound SMS & Email Onboarding (Send instant calendar booking URL)
│
[Node 3]→ Appointment Status Listener (Wait until calendar status = 'completed')
│
[Node 4]→ Send Post-Appointment Google Maps Review Request (SMS)
│
[Node 5]→ Send Stripe Connect Checkout Invoice ($InvoiceTotal)
│
[Node 6]→ Invoicing Guard & Chase (Run loop: Wait 3 days → If unpaid → Send SMS reminder)
Configuring a Workflow
When creating a workflow via the dashboard editor, a JSON schema is constructed behind the scenes. This schema defines the graph nodes and connection links. Alternatively, you can provision workflows directly using our API.