> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows Overview

> Automate recurring customer success tasks with AI-powered workflows.

Workflows in Statisfy let you automate recurring tasks by combining AI queries with scheduled delivery. Define what you want to know about your customers, set a schedule, and receive insights automatically.

### What Are Workflows?

A workflow is an automated AI query that runs on a schedule and delivers results to you or your team. Instead of manually asking Stella AI the same questions each week, you can create a workflow to do it for you.

**Example use cases:**

* Get a weekly summary of at-risk accounts
* Receive a daily list of accounts with negative support sentiment
* Generate a monthly engagement report for your book of business

### Prerequisites

Before creating a workflow:

* You need access to the **Workflows** section in Statisfy
* You must have the "Create Workflow" permission or an admin role
* Any data sources or integrations referenced in your query should already be configured

### Creating a Workflow

1. Navigate to **Workflows** from the main menu
2. Click **Create Workflow**
3. Configure the workflow:

**Query Input:**
Write a natural language query describing the information you want. This is the same type of query you would ask Stella AI.

Examples:

* "List all customers with negative support sentiment this week"
* "Summarize engagement for my book of business in the last 30 days"
* "Which accounts have not had a meeting in the last 14 days?"

See [Sample Workflow Queries](/workflows/sample_workflow_queries) for more examples.

**Workflow Name:**
Give your workflow a descriptive name so you can easily identify it later.

### Scheduling

Set how often the workflow should run:

| Schedule    | Description                              |
| ----------- | ---------------------------------------- |
| **Daily**   | Runs every day at the specified time     |
| **Weekly**  | Runs once per week on the selected day   |
| **Monthly** | Runs once per month on the selected date |

Select your preferred delivery time and timezone.

### Preview

Before saving, use the **Preview** button to run the workflow query immediately and see what results it will produce. This helps you refine your query before committing to a schedule.

<Tip>
  Always preview your workflow before publishing. This ensures the query returns the data you expect and helps you fine-tune the wording.
</Tip>

### Save and Publish

* **Save as Draft** — Save the workflow without activating it. You can edit and publish later.
* **Publish** — Activate the workflow so it runs on its schedule.

### Managing Workflows

From the Workflows list page, you can:

* **Edit** — Modify the query, schedule, or recipients
* **Pause** — Temporarily stop a workflow without deleting it
* **Resume** — Reactivate a paused workflow
* **Delete** — Permanently remove a workflow

### Workflow Results

When a workflow runs, results are delivered based on your configuration. You can view past workflow results by clicking on the workflow in the list and reviewing its run history.

<Note>
  Workflows use the same AI capabilities as Stella AI. The quality of results depends on the clarity and specificity of your query.
</Note>