Getting started with workflows

Design your first workflow

The workflow builder is a powerful, no-code tool for automating processes and sending messages to your users.

How to create a workflow in PostHog

There are many features to explore, but you can get a taste with this example:

Design and launch your first workflow

Explore workflow components

Workflows are made up of the following building blocks:

ComponentDescription
TriggersWhat starts the workflow. We let you start a workflow when an event is performed (e.g. a user signs up), or programmatically via a webhook.
DispatchesThe messages you send, mail, slack, SMS, webhook, or any PostHog real time destinations.
DelaysWait steps such as "wait 2 days" or "wait until condition is true."
Audience splitsTarget and split the users you message with more specificity or try a/b testing with random branching.
PostHog actionsChange a person's properties, or trigger other events, once a person reaches a specific point in your workflow.

Familiarize yourself with these components to explore the full power of the workflow builder.

Learn about workflow components

Create a messaging channel

Workflows is PostHog's no-code drag-and-drop tool for automating a process or delivering messages to your users. If you want to send your users a message you will need to use a preconfigured destination or configure a messaging channel yourself. This guide shows you how.

How to create a messaging channel in PostHog
  • Email

Configure your messaging channel

Cookbooks and recipes

We've created a few tutorials for common use cases to get you started:


Try the workflow builder

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