> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows and Automation

> The Workflows dashboard in Leaf360 Mortgage CRM: your automations list, run analytics, execution history, and where templates and the builder fit in.

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**.

<Note>
  Building and editing a workflow happens on its own screen, covered in [The workflow builder](/mortgage-crm/workflow-builder). This page covers the dashboard you land on: your list of workflows, run history, and analytics.
</Note>

## 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.

| Control            | What it does                                                                                                 |
| ------------------ | ------------------------------------------------------------------------------------------------------------ |
| Search             | Filters by workflow name as you type                                                                         |
| Status tags        | **All**, **Active**, **Draft**, **Paused**, each with a live count                                           |
| Category tags      | **General**, **Lead Nurturing**, **Loan Processing**, **Communication**, **Task Management**, **Onboarding** |
| List / Grid toggle | Switches the layout                                                                                          |

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.

<Steps>
  <Step title="Select workflows">
    Tick the checkbox on any row, or select across the whole filtered list.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The status labels mean:

| Status     | Meaning                                                      |
| ---------- | ------------------------------------------------------------ |
| **Active** | Live. Its trigger is watching for matching records right now |
| **Paused** | Built and saved, but not currently running                   |
| **Draft**  | Saved but never activated                                    |
| **Error**  | Activated, but its most recent run hit a problem             |

## Templates

The **Templates** tab is the same gallery documented on [Workflow Templates](/mortgage-crm/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.

<Note>
  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](/mortgage-crm/workflow-builder).
</Note>

## 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

<AccordionGroup>
  <Accordion title="A workflow won't stay active">
    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.
  </Accordion>

  <Accordion title="I don't see Runs going up on a workflow I just activated">
    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.
  </Accordion>

  <Accordion title="Analytics and Executions are both empty">
    Both are built entirely from real runs. If nothing has fired yet, both stay at zero rather than showing placeholder numbers.
  </Accordion>

  <Accordion title="I deleted a workflow by mistake">
    Deletion is permanent and cannot be undone from here. Rebuild it, or duplicate a similar one if you have it.
  </Accordion>
</AccordionGroup>

## Related

* [The workflow builder](/mortgage-crm/workflow-builder)
* [Workflow Templates](/mortgage-crm/workflow-templates)
* [Email Templates](/mortgage-crm/email-templates)
* [SMS Templates](/mortgage-crm/sms-templates)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)