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How to Simulate an Automated Workflow

Once you’ve built an Automated Workflow, it’s important to preview how it will actually run in real life. That’s where the Simulate Automated Workflow feature comes in! 🎉

Kyra Rine avatar
Written by Kyra Rine
Updated over 3 months ago

This tool allows you to see exactly when each message will be sent, what it will look like, and how your workflow will appear to a new guest or member.

Here’s how to simulate your Automated Workflow:

1. Open Your Automated Workflow

  • Head to the Automated Workflow you just created.

2. Click Simulate Workflow

  • Find the Simulate Workflow button at the top of your Automated Workflow screen.

  • This is your testing tool!

3. Choose a Recipient

  • Select the person or entity the Automated Workflow will simulate for.

  • Pro tip: Choose yourself 👋 so you can preview messages from the perspective of a confirmed guest.

4. Pick a Realistic Start Time

  • Set the start time as if someone just joined the group.

  • Example: Choose 1:00 p.m. to see how messages would flow for someone who connected at that time.

5. View the Simulation Results

  • The system will show you:

    • 📅 The exact time and date each message will be sent

    • ✉️ The actual emails, texts, or other steps in your Automated Workflow

  • This provides a clear picture of how your workflow unfolds over days or weeks.

🎯 Why This Matters

Simulating your Automated Workflow ensures that:

  • Messages sent at the right time ⏰

  • Everything looks personal and intentional 💌

  • You experience it the same way a guest would 👀

For more step-by-step tutorials, be sure to check out other articles and videos in our Automated Workflows Academy!

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