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Custom Workflows

Build sophisticated automation workflows that combine RD Station capabilities with Masterminds AI intelligence.

Workflow Types​

Sales Workflows​

  • Lead qualification automation
  • Deal stage progression
  • Task assignment based on AI scoring

Marketing Workflows​

  • Campaign triggering based on AI signals
  • Content delivery optimization
  • Multi-channel orchestration

Hybrid Workflows​

  • Marketing-to-sales handoff automation
  • Customer lifecycle management
  • Churn prevention

Building Workflows​

Visual Editor​

Use the drag-and-drop workflow editor to:

  1. Define trigger conditions
  2. Add AI decision nodes
  3. Configure actions
  4. Set up branching logic

AI Decision Nodes​

Special workflow nodes that leverage AI:

  • AI Score Gate - Route based on AI scores
  • AI Recommendation - Get next-best-action suggestions
  • AI Prediction - Use predictive models for routing

Example Workflows​

High-Intent Lead Routing​

Trigger: New lead created
→ AI Analysis: Score lead intent
→ If score > 80: Assign to sales + notify
→ If score 50-80: Enroll in nurturing
→ If score < 50: Add to newsletter

Deal Risk Alert​

Trigger: Daily AI analysis
→ For each open deal: Check risk score
→ If risk increased > 20%: Alert owner
→ Create follow-up task with AI suggestion

Best Practices​

  1. Test thoroughly - Use test contacts before deploying
  2. Monitor performance - Track workflow metrics regularly
  3. Iterate based on results - Adjust thresholds based on outcomes

Custom workflows require RD Station Professional plan or higher.