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

# Workflows overview

> Workflows are Thread's routing layer — they read each account's state and send it down the right path, into the right Motion, stage, or guide.

Workflows are the **routing and segmentation layer** of Thread. They don't do the customer-facing work — [guides](/guides/overview) and [Motions](/motions/overview) do that. A workflow's job is to read each account's state — the CRM fields, the data an agent gathers — and send the account down the right path: into the right program, with the right context, past the right human checkpoints.

Think of it as the switchboard between your systems and your programs. A deal closes in Salesforce; the workflow decides whether that account is enterprise or SMB, whether a human needs to sign off first, and which path it takes from there.

## What a workflow does

A workflow is a visual graph of connected nodes. Each run walks one account through the graph:

<CardGroup cols={2}>
  <Card title="Triggers" icon="play">
    A CRM stage change, a manual launch, or a schedule starts a run for an account.
  </Card>

  <Card title="Branches" icon="split">
    If/Then and Route By nodes read facts — ARR, segment, CRM fields — and pick a path.
  </Card>

  <Card title="Human gates" icon="check-double">
    Decision nodes pause the run until a person approves, rejects, or reviews — in your Inbox or via a no-login link for people outside Thread.
  </Card>

  <Card title="Actions" icon="bolt">
    Agent, CRM Sync, and Send Email nodes gather data, write back to your CRM, and notify people along the way.
  </Card>
</CardGroup>

Runs are durable. A workflow can wait days for a scheduled delay or weeks for a human decision without losing its place — when the gate clears, the run picks up exactly where it paused.

## Workflows, Motions, and guides

The three layers divide the work cleanly:

* **Workflows route.** They decide which path an account belongs on, based on facts about the account. A workflow can also run as a play inside a Motion stage, handling the routing and plumbing between the stage's customer-facing work.
* **Motions hold the program.** A Motion carries the goal, the context, and the milestone exit criteria for accounts moving through a staged lifecycle. See [Motions overview](/motions/overview).
* **Guides do the outreach.** A guide is the resident agent that texts, emails, and calls to drive one account to one outcome. See [Guides overview](/guides/overview).

A useful test: if the step talks to a customer, it belongs in a guide or a Motion play. If the step decides *which* customer gets *which* treatment, it belongs in a workflow.

## When to reach for a workflow

<AccordionGroup>
  <Accordion title="Segment accounts as they arrive">
    A deal reaches Closed Won. The workflow reads ARR and segment from the CRM snapshot, routes enterprise accounts through a human review and SMB accounts straight through, and each path ends in the right program.
  </Accordion>

  <Accordion title="Put a human gate in front of an automated path">
    Before anything customer-facing happens for a high-value account, a Decision node asks a named person (or any admin) to approve. The run holds until they decide — there's no way to wave a batch through.
  </Accordion>

  <Accordion title="Collect context from someone outside Thread">
    A Decision node with an external approver emails a no-login link to, say, the account executive who closed the deal. Their answer flows into the run and downstream branches can route on it.
  </Accordion>

  <Accordion title="Run recurring account sweeps">
    A scheduled workflow runs on a cron cadence against accounts matching a filter — stage, owner, ARR range — and takes the same branching logic each time.
  </Accordion>
</AccordionGroup>

## One active onboarding workflow

Workflows triggered by CRM events that **create accounts** are exclusive: only one can be active at a time per organization. Activating a new one deactivates the previous one, so two workflows can never race to create the same account. Workflows that act on *existing* accounts — and manual and scheduled workflows — don't compete for that slot and can run in parallel.

Details in [Running workflows](/workflows/running-workflows).

## Who can do what

<Note>
  Workflow **authoring is admin-only**: creating, editing, activating, and cancelling workflows requires
  the org admin role. **Run details are visible to every member** of your org — when a run fails or needs
  a decision, the teammate it lands on can open the run and see exactly what happened, without being an
  admin. See [User management](/admin-guide/user-management).
</Note>

Workflows read from and write to your connected systems, so connect your CRM first — see [Integrations](/integrations/overview).

## Next steps

<CardGroup cols={2}>
  <Card title="Building workflows" icon="hammer" href="/workflows/building-workflows">
    Triggers, branches, human gates, waits, and action nodes on the canvas.
  </Card>

  <Card title="Running workflows" icon="play" href="/workflows/running-workflows">
    Activation, runs, the run detail view, and where failures surface.
  </Card>

  <Card title="Inbox" icon="inbox" href="/inbox/overview">
    Where workflow decisions and failure notices land for your team.
  </Card>

  <Card title="Motions" icon="route" href="/motions/overview">
    The staged programs your workflows route accounts into.
  </Card>
</CardGroup>
