Overview
Sona's Workflows let you 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 will learn how to browse templates by use case, activate them, and customize them for your specific needs. With this guide, you will be ready to confidently use pre-built workflows that save time and deliver results quickly.
When to use Workflow Templates
Activate marketing automation workflows.
Implement workflows to leverage first-party data collected by Sona.
Operationalize data from Sona without extensive setup time.
Prerequisites:
Access to the Workflows section in your Sona workspace.
Identify specific use case requirements for your data.
Step 1: navigate to Templates
Access the Workflows section: from your Sona workspace, go to the left navigation menu, click Workflows to expand the section, then select Templates from the dropdown menu.
Explore the templates interface: you will see two main sections, Categories on the left and Templates on the right. Categories help you find relevant templates organized by business function.
Step 2: organizing and managing templates
To keep templates organized as your library grows, admins can create custom categories:
Click the Create Category button at the top of the Templates page.
Enter a descriptive category name, for example "Marketing Automation".
Add a clear description explaining what types of templates belong here.
Save the category; it will appear in the Use Cases list on the left.
Category Naming Best Practices:
Use clear, function-based names, such as Marketing, Sales, or Data.
Keep names concise but descriptive.
Step 3: browse templates by use case
Templates are organized into categories to help you find the right automation faster. Admins can create, edit, and add new categories by clicking the Create Category button at the top of the page. Here are template categories you can use as a starting point:
Marketing Automation: workflows that automate lead capture, segmentation, and ad performance optimization. Examples: Ads Automations, Audience Refresh, AI-Powered Inbound, Lifecycle & Marketing Automation.
Sales Outreach & Enablement: workflows that help sales teams engage prospects, automate outreach, and prepare for meetings. Examples: Automate outreach to high-intent website visitors, Prospect Meeting Briefs, CRM Analyst.
Data & Enrichment: workflows focused on enriching CRM data, syncing systems, and identifying accounts and people. Examples: Lead Research Agent, CRM Sync / Account Enrichment, Accounts: Identified, People: Profile 360.
Content & Transcription: workflows that handle media, transcription, and content automation tasks. Examples: Audio/Video Transcription, Transcription (general).
Integrations & System Automations: workflows that connect tools, trigger alerts, and streamline cross-app processes. Examples: Notion + Slack Automations, Monitoring or Alerts, Webhook or Tracking Integrations.
Testing & Custom Use Cases: a sandbox for experimental, internal, or user-defined workflows. Examples: Test, Test 2, 123.
Analytics & Insights (optional): data tracking and reporting workflows for measuring performance and generating insights. Examples: Data: Tracking Activity, Insights automation, Reporting syncs.
Step 4: adding templates to categories
To organize existing templates into the right categories:
Navigate to the template you want to categorize.
Click the three-dot menu (⋮) next to the template.
Select Edit Template from the options.
In the edit view, edit the appropriate details accordingly.
Save changes; the template will now appear in that category.
Step 5: activate a template
Select your category: click the template that best matches your needs, then 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, which may include Edit, Open Template Workflow, and Delete.
Step 6: customize your activated template
Navigate to your active workflows: go to Workflows > History to see your activated templates, then 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, and update any placeholder content or default values.
Test your workflow: run test scenarios to ensure the workflow performs as expected, then make adjustments based on your testing results.
You have successfully activated and customized a workflow template to meet your specific needs.
Key concepts and 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 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.
FAQs
What are Workflow Templates in Sona?
What are Workflow Templates in Sona?
Workflow Templates are pre-built automations you can activate instead of building a workflow from scratch. They connect data, applications, AI agents, and logic to automate go-to-market processes across sales, marketing, and revenue operations, organized into categories like Marketing Automation, Sales Outreach & Enablement, and Data & Enrichment.
How do I activate a template?
How do I activate a template?
Open the template that best matches your needs, review its details, then click Activate workflow. The template is copied into your active workflows with its pre-configured settings, ready for you to customize.
Can I customize a template after activating it?
Can I customize a template after activating it?
Yes. Go to Workflows > History to find your newly activated workflow, then edit trigger conditions, actions, timing, and placeholder content to match your requirements. Run test scenarios before relying on it against live data.