Overview
What are Workflows?
Workflows in Evergrowth let you customize how AI agents collaborate to handle tasks like account qualification, research, contact finding, and personalized content generation (cold emails, call scripts, etc).
Scheduled Tasks enable you to run these workflows automatically at set times.
When should I use it?
When you want to launch multiple agents with one click automatically
When you want to give sales reps one-click actions for research or outreach
When you want to monitor key accounts for signals or changes on a regular schedule, then schedule a specific workflow.
Before You Start
You need access to the Evergrowth platform with Admin permissions to create workflows.
Anyone can launch workflows.
Step-by-Step Guides
Create a New Workflow (from scratch)
In the Automations > Workflows section, click the "Add New" button (top right).
Choose to start from scratch or use a template.
You will enter a drag-and-drop interface:
On the left, you’ll see all available agents (e.g., Account Qualification, Account Research, Contact Finder, Digital Twin, Play Generation).
Toggle agents on or off as needed for your workflow.
Add a description and tags for clarity and team visibility.
For each agent:
Click the settings icon to configure agent-specific options (e.g., which verticals to include, how many contacts to find, what data to enrich).
Decide if you want to reuse existing data or always fetch new data.
Name your workflow at the top for easy identification.
Click "Save" to create the workflow.
You will be returned to the workflows list, where you can assign this workflow as a default or use it as needed.
Assign your workflow as default (organization-wide)
Learn more here on how to assign a workflow as a default.
Launch a Workflow on Accounts or Contacts
Go to the Accounts or Contacts list.
Click "Add New" (for a single account/contact) or "Upload CSV" (for bulk).
In the creation modal. Select the desired workflow from the dropdown (Evergrowth will use your assigned default workflow by default).
Complete the creation/upload process to launch the workflow.
Schedule a Workflow for specific Accounts/Contacts (Scheduled Tasks)
Go to the Accounts or Contacts page.
Select the list of accounts or contacts you want to monitor or process.
Click "Launch Workflow."
Next to the workflow name, click the "Schedule" button (blue).
Set the frequency (daily, weekly, monthly), start time, and end date (or leave it open-ended).
To view or manage scheduled tasks, go to Automations > Scheduled Tasks.
Here you can pause, delete, or edit the schedule and frequency.
FAQ
Can I assign specific workflows when an account/contact is created?
Yes, you can set default workflows for account/contact creation in the "Set Default Workflows" section.
How do I assign a default workflow for account or contact creation for the whole organization?
In Workflows, click "Set Default Workflows" and choose which workflow should be used by default for accounts, contacts, or Chrome extension actions.
What are some common use cases for workflows?
Some common use cases include event lead enrichment, new market entry, recycling existing accounts, and ongoing signal monitoring for key accounts.
How do I control which agents are used in a workflow?
In the workflow editor, toggle agents on or off and use the settings icon to configure each agent’s options and data points.
Can sales reps override the default workflow when they want to?
Yes, sales reps can select a different workflow when creating or uploading accounts or contacts. This does not impact other users.
What are scheduled tasks and how do I use them?
Scheduled tasks let you run workflows automatically at set intervals (daily, weekly, monthly) for selected accounts or contacts. Set them up from the Accounts or Contacts page when launching a workflow on a selected list.
How do I schedule a workflow?
Select accounts or contacts, click "Launch Workflow," then click the "Schedule" button next to the workflow name. Set frequency and save.
Can I edit or delete scheduled tasks?
Yes, go to Automations > Scheduled Tasks to edit frequency, end date, or assigned workflow, or to delete the task.
How do I monitor the progress of workflows and scheduled tasks?
Use the Task Center or Task Feed to view workflow launches, filter by source, and see the status of scheduled and completed tasks.
How do I avoid overwriting important data when running a workflow with research agents?
In agent settings, choose whether to reuse existing data. For static fields (like country), we recommend keeping existing data. For dynamic fields (like signals), fetch new data.
Can I reuse existing data or force new research in a workflow?
Yes. In agent settings, choose whether to reuse stored data or fetch new information, especially for signals or frequently changing data.
Additional Notes & Tips
Workflows can be as simple or complex as needed. Use only the agents relevant to your use case.
Using descriptions and tags for workflows can help teammates (and you when revisiting in the future) understand their purpose and intended users (e.g., SDR, AE, contacts, accounts).
When monitoring signals, always set agents to fetch new data to ensure you are acting on the latest information.
Scheduled tasks are ideal for ongoing monitoring of key accounts for changes, signals, or events.
You can control the number and type of contacts found per account, and specify expertise or country as needed.