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A workflow is a trigger, one or more actions, and whatever logic sits between them, saved against a lead, a loan, or a contact. Create a lead, change a loan’s status, add a tag: any of those can start a workflow that sends an email, sends a text, creates a task, assigns a record, or a dozen other things, without you touching it again. Open Workflows from Marketing (badged Beta) in the sidebar under Tools, then Automations.
Building and editing a workflow happens on its own screen, covered in The workflow builder. This page covers the dashboard you land on: your list of workflows, run history, and analytics.

The header

Create Workflow opens a blank workflow in the builder. Below it sit four tabs: Analytics, My Workflows, Templates, and Executions.

My Workflows

Every workflow you or a teammate has built, saved once it has a name. In list view, the Workflow, Trigger, Last Run, Runs, and Status columns each carry a dropdown for sorting, and the Trigger and Status columns can also filter by value. An Owner column appears alongside them for anyone who can see other people’s workflows. Each row has a menu with Open (into the builder), Pause or Activate depending on current status, Duplicate, and Delete. Duplicate creates a full copy as a new draft and takes you to it. Delete asks for confirmation first and cannot be undone.
1

Select workflows

Tick the checkbox on any row, or select across the whole filtered list.
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Act on the selection

A bar appears above the list with Activate, Pause, a category picker, and Delete, each carrying the count it will affect.
The status labels mean:

Templates

The Templates tab is the same gallery documented on Workflow Templates, shown inline here instead of its own page. Loading a template drops you into the builder with its steps already in place, unsaved until you save it.

Executions

A running log of every workflow run across your company, not just one workflow. Four counters sit above it: Running, Completed, Failed, and a Success Rate it works out for you. The Recent Executions table lists each run’s status, which workflow fired, how many of its steps completed, how long it took, and when. A failed run gets a Retry button beneath the table, which starts the workflow over from its trigger against the same record rather than picking up from the step that failed.
Each workflow also keeps its own execution history, with a resume option for anything paused mid-run. That lives in the builder’s history panel, not here. See The workflow builder.

Analytics

Four cards: Total Executions, Success Rate, Failed, and Avg Speed, each comparing the last 30 days to the period before it. Below them, a Weekly Volume bar chart plots total runs against successful ones for the last seven days, a Top Templates list ranks your busiest templates by run count and success rate, and three breakdown cards split recent runs By Category, By Trigger, and by Error type. All of it is empty until workflows have actually run. A new company sees zeroes and blank charts here, not sample data.

Common problems

Check its Error status in My Workflows, then open it and look at its execution history for what failed. A workflow that keeps erroring on its trigger step is usually pointed at a status, tag, or field that no longer exists.
Activation only starts watching for new matching events. It doesn’t retroactively run against records that already met the trigger condition before you turned it on.
Both are built entirely from real runs. If nothing has fired yet, both stay at zero rather than showing placeholder numbers.
Deletion is permanent and cannot be undone from here. Rebuild it, or duplicate a similar one if you have it.