What are Whippy Workflows?

Last updated: November 5, 2026

Whippy Workflows automate repeatable processes across Whippy and connected systems. Use them when a process has a clear starting event and a repeatable set of actions.

Before you start

  • Identify the event that should start the automation.

  • Define the outcome the workflow should produce.

  • Start with the smallest useful workflow before adding advanced logic.

What workflows can automate

  • Receive an email, summarize it with AI, and post the summary to Slack.

  • Send a follow-up email after an AI Receptionist call.

  • Enrich a new lead and notify the correct team.

  • Update Whippy contact or conversation data after an external event.

  • Run a recurring report or synchronization on a schedule.

  • Route urgent and standard requests down different paths.

How a workflow works

  1. A trigger starts the workflow.

  2. Whippy creates a run using the current published version.

  3. Each step receives data from the trigger or an earlier step.

  4. Actions perform work and return output.

  5. Flow controls decide what should happen next.

  6. The run finishes as Successful, Failed, Running, or Filtered.

  7. Run Details preserve inputs, outputs, logs, and errors for review.

Tips

  • Use Workflows to coordinate flexible automation across events, data, APIs, and connected apps.

  • Use Sequences for structured timed outreach to contacts.

  • Use AI Agents or AI Receptionist for conversational interactions and decisions during chats or calls.

  • Review runs after publishing to confirm the workflow behaves as expected.

Troubleshooting

  • If a workflow does not run, check its status, trigger configuration, and source event.

  • If publishing is blocked, open every highlighted step and complete its required configuration.

  • If the wrong records are affected, unpublish if necessary and inspect Run Details before correcting the draft.