Admissions open Take the eligibility test & see if you can join the next batch. Take the test →
Decoding the Jargon

Workflow

Also called Automation, flow, journey

AutomationTerm

The set of steps an automation follows: who enters, what happens next, how long to wait, and which branch to take based on what the person does.

Example

Meera's post-purchase workflow: when an order is placed, wait 2 days, send a care guide; wait 30 days, and if no new order, send new arrivals in the same category.

How you'll hear it

“Add a branch to the workflow so people who already bought skip the discount email.”

Don't confuse it with

  • Trigger: only the starting event; the workflow is everything that follows.
  • Drip campaign: a simpler, mostly linear kind of workflow.

Related terms

Sources

  1. Create workflows, HubSpot Knowledge Base
  2. What Is Marketing Automation?, Mailchimp (Intuit)

Checked 1 October 2026. Examples use a fictional business; figures are illustrative.

Send this to someone

Knowing the words is the start. Using them well is the job.

The role-fit test shows how your judgment lines up with the role you hold or the one you want next.

Take the role-fit test →