Workflows

A workflow watches for something happening in your program, checks whether it is the case you care about, waits if it should, and then acts on the partner it happened to. You build it by picking from a list, not by writing rules.

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The problem it solves

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Impact

A partner cannot tell whether your program is well run until something is late. Workflows is where you make sure it never is, and being easy to work with is mostly that.

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See it work

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How it works

Every partner program has a handful of rules that live in someone’s head. When a partner certifies, move them up a tier. When onboarding finishes, pay the sign-up bonus. When a task is about to be late, remind the partner, and if it goes late anyway, tell the partner manager. When a field changes on the partner’s account in the CRM, put them on a different portal experience. None of those are hard rules. They are just rules nobody has time to enforce by hand across two hundred partners. Workflows turns each of them into something Introw does. You start from a trigger. A task assigned or completed. A partner or contact created or updated. A journey or a course started or finished. A certificate earned. A partner entering or leaving a segment. You narrow it, so the workflow only runs for the partners and the events you actually mean. Then you lay out what happens. Write fields on the partner, move them to another portal experience, add them to a segment, or enroll them in a journey. Give them or your own team a task, issue a certificate, or book a commission line. Email their contacts, post a Slack or Teams nudge, or log a note on their CRM record. Between those actions you can wait and you can branch. A wait can be a plain pause, or it can be anchored to a due date. That is what makes “three days before it is due” and “two days after it was due” expressible at all. A branch splits the flow in two, so one workflow covers both the partner who did the thing and the partner who did not. Nothing goes live by accident. A workflow saves as a draft, Introw tells you exactly what is still unfinished, you rehearse it against one real partner without writing anything, and only then do you switch it on. Every run afterwards is logged and painted back onto the same canvas, so you can see which path a partner took. Instead of a partner manager holding a mental checklist and a calendar of follow-ups, the program enforces itself. Introw acts on the moment worth acting on. The partner hears from you at the right time, on the right channel. The record is updated on both sides. And the manager is pulled in only when a human is genuinely needed.

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Going deeper

Works with