Introducing Workflow Maps: Instantly Visualize and Optimize Your SalesEdge.io Automations
Introducing Workflow Maps: Instantly Visualize and Optimize Your SalesEdge.io Automations
We’re excited to introduce Workflow Maps—a brand new, easy-to-use visual tool in SalesEdge.io that brings together your workflows, folders, and connected assets all in one place. This feature gives you a clear picture of how your automations are organized and how they interact, making it easier than ever to understand and manage your entire contact journey.
With Workflow Maps, you can see how everything fits together at a glance. For example, you might have a form that triggers a workflow, that workflow adds a tag, and that tag starts another automation. Workflow Maps automatically shows you these relationships—no need to create diagrams yourself.
See your workflows and their connected tools together in an interactive map.
Why is this important?
As your business grows, your customer journeys often span several automated steps and processes. It used to take a lot of time to open each workflow and piece together how they interact. Now, with Workflow Maps, you can instantly get the big picture and confidently manage or optimize your automations.
How do Workflow Maps work?
You’ll find Workflow Maps under Automation > Workflows > Workflow Maps in your SalesEdge.io account, or you can access them directly from inside any workflow.
- Easily explore: See all your workflows organized in folders with their connected assets (like forms, tags, calendars, pipelines, and custom fields).
- Find what you need fast: Search by name for workflows, assets, triggers, or actions and jump right to the details.
- Customize your view: Use filters to focus in on specific workflows or assets.
- Flexible navigation: Pan, zoom, fit the whole map to your screen, and switch between different map views.
- Dive deeper: Click any workflow or asset to see its details and connections.
Search for a workflow and instantly review its details, status, and related tools.
More Ways to Work Smarter with Workflow Maps
- Trace individual contact journeys: Select a contact to see which workflows they've entered, where they are in each process, and any places they might have gotten stuck.
- Troubleshoot faster: Clearly spot workflows that need attention, review failed steps, and pinpoint exactly what needs fixing.
- See how everything connects: Use the Workflow Canvas to explore linked workflows and visualize the entire process end-to-end.
- Keep your account tidy: Identify unused workflows, folders without recent activity, or items that could use cleanup.
- Get instant help: Ask the built-in AI Assistant questions about your automations, troubleshoot issues, and receive guidance directly from your map view.
- Learn as you go: Benefit from guided onboarding and a resource hub packed with walkthroughs, quick guides, and answers to common questions—all accessible right from Workflow Maps.
Common Ways Coaches and Small Businesses Can Use Workflow Maps
- Get a quick overview: Instantly understand how all your automations fit together, even if you’re new to SalesEdge.io.
- Review and improve client experience: Visualize the complete journey for any contact or group to identify areas to streamline.
- Plan changes confidently: Before making updates, see exactly how a form, tag, or other asset impacts your automations across your account.
Good to Know
- Every SalesEdge.io sub-account has its own Workflow Map for personalized organization.
- During launch, Workflow Maps is available to all standard SalesEdge.io users.
See it in Action
Click on an asset to reveal every workflow it’s connected to and explore those relationships.
Follow a contact’s progress across multiple workflows with a clear timeline view.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
