Overview
What are Default Workflows?
Default workflows are workflows that Admins set as the default organization-wide.
The default workflows are pre-selected when a user adds a new account or uploads a list.
"Off-the-shelf" default workflows
Evergrowth has 2 system-built, non-editable default workflows that can be replaced by your own workflows. These workflows cannot be edited directly, but you can create your own custom workflows to replace them.
Evergrowth Account Default workflow
Here's what happens when the Evergrowth Account Default workflow is launched:
The workflow is automatically triggered when you create or upload an account.
The workflow runs two agents:
Account Qualification Agent:
Requalifies the account based on your latest ICP and vertical logic.
Account Research Agent:
Updates and enriches account data with the latest research.
Both agents overwrite existing account data if the account already exists. If the account is new, it will be qualified and enriched for the first time.
The workflow auto-selects verticals for the account.
All available research agents are triggered by default to gather the most up-to-date information.
Evergrowth Contact Default workflow
Here's what happens when the Evergrowth Contact Default workflow is launched:
The workflow is automatically triggered when you add or upload a contact.
The following agents run in sequence:
Account Qualification Agent: Requalifies the associated account.
Account Research Agent: Updates and enriches account data.
Contact Qualification Agent: Checks if the contact fits your persona cards.
Email and Phone Finder Agent: Enriches the contact with verified email and phone data.
Digital Twin Agent: Generates a digital twin profile for the contact, including LinkedIn insights and DISC personality profile.
Each agent overwrites any existing data for the contact and account as needed.
If the contact matches your persona criteria, then agent launches email/phone search & generates a Digital Twin.
The result is a fully qualified, enriched contact record ready for outreach and personalization.
Note: Admins can create their own workflows and set them as the default instead of the built-in workflows.
Step-by-step guides
Set Default Workflows
Go to the "Automations" section in Evergrowth.
Click on "Workflows."
In the top right corner, click "Set Default Workflows."
Assign workflows to each action type:
Account creation (single or bulk upload)
Contact creation (single or bulk upload)
Chrome extension workflows
Select the workflow you want as the default for each action from the dropdown list.
Click "Save" to apply your changes.
FAQ
What is a default workflow in Evergrowth?
A default workflow is a pre-configured sequence of actions that automatically runs when you add accounts, contacts, or use the Chrome extension. It ensures consistency and saves time by applying your team's standard process.
Can I change the workflow when adding a new account or contact?
Yes. While a default workflow is pre-selected, you can manually choose a different workflow from the dropdown list during account or contact creation.
Who sets the default workflows?
Admins set the default workflows for your team or organization. However, each user can override the default for specific actions if needed.
What happens if I do not select a workflow?
The account/contact will be created, but no workflows/agents will be launched.
What agents are included in the Evergrowth Account Default Workflow?
The workflow includes two agents: the Account Qualification Agent and the Account Research Agent.
Can I edit the Evergrowth Account Default Workflow?
No, you cannot edit the built-in default workflow. However, you can create your own workflow and set it as the new default for specific actions.
How do I set or change the default workflow?
Go to Automations > Workflows > Set Default Workflows, then select the workflow you want for each action type and save.
Can users override the default workflow?
Yes. Users can select a different workflow from the dropdown during account or contact creation or list upload.
Why should I set default workflows?
Default workflows automate standard processes and ensure your team follows best practices, reduces manual errors, and saves time.
Can I have different default workflows for different actions?
Yes. You can set separate default workflows for account creation, contact creation, and Chrome extension actions.
What agents are included in the Evergrowth Contact Default Workflow?
The workflow includes: Account Qualification Agent, Account Research Agent, Contact Qualification Agent, Email and Phone Finder Agent, and Digital Twin Agent.
Additional Notes & Tips
Default workflows help ensure that everyone on the team follows the same process, reducing errors and saving time.
You can always see which workflow is set as default in the workflow selection dropdown when adding or uploading data.
If you are unsure which workflow to use, stick with the default unless your team has instructed you otherwise.