Model
| Concept | What it is |
|---|---|
| Workflow | An editable graph (DRAFT) that you publish to a frozen, executable version (LIVE). |
| Trigger | What starts a workflow — e.g. contact.created, deal.stage_changed, form.submitted, tag.added, schedule.daily. |
| Step | A node: action (send_email, create_task, webhook_post, add_tag…), wait, branch, or merge. |
| Enrollment | A per-contact run. It pins the published graph at enroll time, so later edits don’t change in-flight runs. |
| Step run | The execution log for each step of an enrollment. |
Lifecycle
Approval-gated sends
Like the rest of ECN, any step that sends outbound (email, post) respects the approval model — AI-drafted content isseeded and a human approves before it goes
out. See Security.
API
Workflows are managed under/api/v1/automation/ — list/create workflows, inspect
a workflow’s graph, publish, test, and view enrollments and step runs. See the
API reference.
Re-synced to the live system each docs iteration. The available trigger and action
types track the backend
automation app.