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Execution Docs

Flows and Actions

Build automation flows and configure actions like delays, branches, and follow-ups for repeatable lifecycle journeys.

Coroov flowsautomation actionsworkflow builder

Overview

Flows are automation workflows triggered by events or conditions. Actions are the individual steps inside a flow, such as delays, branches, and sending steps.

Flows automate repeatable lifecycle work.
Action-level design makes workflows easier to review and optimize.
Documentation improves handoff and troubleshooting across teams.

Common Actions

What teams usually do in this area

Create a flow
Add or remove actions
Adjust delays or branches
Pause or resume flows
Review flow performance

How to Create

1

Define trigger and goal

Start with what begins the flow and what result the flow should achieve.

2

Build the path

Add delays, branches, and actions in the right sequence.

3

Add guardrails

Review eligibility, suppression rules, and duplicate-trigger behavior.

4

Test before activation

Use a controlled audience to validate timing and action logic.

How to Connect

1

Connect source data to triggers

Flows depend on fresh source and event data to start correctly.

2

Connect segments to eligibility or branches

Use segments to control who enters or where users route.

3

Connect reporting

Save reports that track action outcomes and flow performance.

Common Action Types

Delay or wait actions.
Branching logic based on behavior or profile fields.
Send or follow-up actions.
Next-step actions for downstream workflows.

Troubleshooting Checklist

Check trigger conditions and source freshness.
Review segment eligibility and branch logic.
Confirm the flow is active and not paused.

FAQ

Quick answers to common questions about flows & actions.

What is a flow action?

A flow action is a step inside an automation flow, such as a delay, branch, or sending step.

How is a flow different from a campaign?

Flows are trigger-based automations, while campaigns are planned launches with a defined audience and timing.

What should I test before activation?

Test triggers, branches, delays, and audience eligibility with a controlled audience.

Why is my flow not triggering?

Check triggers, source/event connections, segment rules, and flow active status.

Related Docs

Continue with the next topics teams usually read together.

Audience

Sources: Connect Data to Coroov

Connect data sources so segments, campaigns, flows, and reports use fresh and reliable customer data.

Audience

Segments: How to Create and Use Audiences

Build reusable audience segments for campaigns, flows, and reporting with clear rules and better targeting.

Execution

Campaigns and Actions

Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.