Workflows allow you to connect data, applications, AI agents, and logic to automate go-to-market processes across sales, marketing, and revenue operations. This guide walks you through using Sona's pre-built workflow templates to quickly set up automation without starting from scratch. You'll learn how to browse templates by use case, activate them, and customize them for your specific needs. These workflows are designed to augment the work of go-to-market teams. With this guide, you'll be ready to confidently leverage pre-built workflows that save time and deliver results quickly.
When to Use This / Prerequisites
When to Use This / Prerequisites
When to Use:
Starting new marketing automation workflows
Implementing proven processes for leveraging first-party data that's been collected and stored in Sona
Operationalize the data from Sona without extensive setup time
Prerequisites:
Access to the Workflows section in your Sona workspace
Appropriate role permissions to create and activate workflows
Understanding of your specific use case requirements
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Navigate to Templates
Step 1: Navigate to Templates
Access the Workflows Section
From your Sona workspace, go to the left navigation menu
Click on "Workflows" to expand the section
Select "Templates" from the dropdown menu
Explore the Templates Interface
You'll see two main sections: "Use Cases" on the left and "Templates" on the right
The Use Cases act as categories to help you find relevant templates quickly
Step 2: Browse Templates by Use Case
Step 2: Browse Templates by Use Case
Select Your Use Case Category
Choose from available categories such as:
All Use Cases (shows all available templates)
Test (testing and validation workflows)
Lifecycle & Marketing Automation (lead nurturing, customer journey workflows)
CRM Analyst (data analysis and CRM integration workflows)
Review Available Templates
Each template shows:
Template name (e.g., "A beautiful template", "Webhook 4")
Creator or category information
"Activate workflow" button for quick deployment
Use the Search Function
Use the search bar at the top to find specific templates
Search by keywords related to your use case or workflow type
Step 3: Activate a Template
Step 3: Activate a Template
Select Your Template
Click on the template that best matches your needs
Review the template details and description
Activate the Workflow
Click the "Activate workflow" button
The template will be copied to your active workflows with all pre-configured settings
Access Additional Options
Use the three-dot menu (⋮) next to each template for additional actions
Options may include Edit, Open Template Workflow, Delete
Step 4: Customize Your Activated Template
Step 4: Customize Your Activated Template
Navigate to Your Active Workflows
Go to "Workflows" > "History" to see your activated templates
Find your newly activated workflow in the list
Customize Settings
Edit trigger conditions to match your specific requirements
Modify actions, timing, and conditions as needed
Update any placeholder content or default values
Test Your Workflow
Run test scenarios to ensure the workflow performs as expected
Make adjustments based on your testing results
Perfect! You've successfully activated and customized a workflow template to meet your specific needs.
Key Concepts / Best Practices
Key Concepts / Best Practices
Template Categories and Organization:
Use Cases serve as smart filters to help you find relevant templates quickly
Templates are organized by common business scenarios and workflow types
The categorization system helps teams with different roles find appropriate automation templates
Template Customization Strategy:
Start with the closest match: Choose templates that align most closely with your desired outcome
Customize incrementally: Make small adjustments rather than overhauling the entire template
Test thoroughly: Always test templates in a safe environment before deploying to live data
Document changes: Keep notes on customizations for future reference and team collaboration
Best Practices for Template Usage:
Template Selection:
Review multiple templates in your use case category before choosing
Consider templates from adjacent categories that might offer valuable insights
Look for templates created by experienced users or official Sona examples