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Building a Workflow

Waits, conditions and stop conditions

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Controlling timing and branching, and making sure nobody keeps receiving a sequence they have moved past.

Last updated September 2, 2026


Timing and branching are what separate an automation that feels thoughtful from one that feels like a machine.

Waits

Wait typeUse it for
Wait for a durationA gap between messages — three days, a week.
Wait until a day and timeMaking sure something lands on a Tuesday morning rather than at 3am on Sunday.

A minimum number of hours can be combined with a day, so a message waits at least a day and then goes out on the next weekday morning. That is usually what you actually want.

Conditions

A condition checks something about the person and branches. You can test whether they are in a bucket, whether they are not, and what lifecycle stage they are or are not at.

Each branch decides whether the person continues to the next step, exits the workflow, is skipped, or is marked as failed — so a sequence can quietly stop for the people it no longer suits.

Stop when — the safety rail

THE MOST IMPORTANT SETTING IN THE WHOLE MODULE
Stop conditions remove somebody part-way through. Without them, a customer who buys on day one still receives the "you have not bought yet" email on day seven — which is the single most common way an automation embarrasses a business.

There is also an option to exit somebody when they leave the bucket that enrolled them, which is the neatest version of the same idea: the moment they stop being lapsed, they stop being chased.

Goals

A goal is what you wanted to happen. Reaching it exits the person as a success, which both stops the messages and tells you the workflow worked.

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