Workflows report

Understand and measure how your Workflows and automations are performing.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

It’s easy to see the impact that Workflows have on your business with the Workflows report.

This report shows you:

  • How many Users, Leads, and Visitors engage with your Workflows.

  • The busiest times for your Workflows.

  • How many emails they have collected, Leads they have created and/or disqualified, meetings booked, and more.

To access the report, go to Reports > Automation > Workflows.

Choose the date range you’d like to view, and filter by all Workflows or one specific Workflow.

You can also filter by Workflow triggers and take into account workflows running in the background.

Measure the engagement of your Workflows

The Engagement summary chart shows how often your Workflows have triggered, been engaged with, and completed. The counts for each day are shown in blue, with the counts from the previous time period shown along side to provide a quick side-by-side comparison.

See Conversations assigned from Workflows

The number of Workflow conversations that have been assigned to a Team or Teammate via the Assign conversation follow up action are shown here:

Track the busiest periods for your Workflows

Use this report to see the busiest time for your Workflows, down to the hour and day of the week. The darker colors show the busiest hours, with the lighter colors indicating quieter hours.

Hover over a section of the report to view it’s timestamp and number of conversations:


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