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Building Your First Workflow

A step-by-step walkthrough for creating your first Spara workflow.

This guide walks you through creating a simple workflow that emails a lead after they submit a webform, waits a day, and then has a Voice agent call them. By the end, you'll understand how triggers, steps, and settings work together.

For a full feature reference, see the Workflows page.

Before You Start

Make sure you have:

  • At least one agent configured (Chat, Email, or Voice)

  • An email template in mind for the first outreach

  • A Voice agent set up if you want to include a Call Phone step

1

Create a new workflow

Navigate to Workflows in the left sidebar and click New workflow. Give it a descriptive name like "Webform Follow-up."

2

Configure the trigger

Click the Triggers step at the top of the canvas. This defines which leads enter the workflow.

Add a criteria row:

  • Field: Webform submitted

  • Operator: is true

This means any lead who submits a webform will enter the workflow. You can add more criteria with the + Add criteria button — for example, requiring that the lead also has an email address.

Click + Add condition group to create OR logic between groups of criteria.

3

Add a Send Email step

Click the + button below the trigger to add a step. Choose Send Email.

In the configuration panel:

  • Set To to "Lead"

  • Write a subject line using variables: Following up on your interest, {{ first_name }}

  • Write the email body. Use the ⚡ button to insert variables like company name or the page they visited.

See the How to Use Spara's Text Editor for details on inserting variables.

4

Add a Wait step

Click + below the Send Email step and choose Wait. Set the duration to 1 Day. This gives the lead time to read the email before the next step.

5

Add a Call Phone step

Click + below the Wait step and choose Call Phone. Select your Voice agent and outgoing phone number. The agent will call the lead and follow its own instructions.

If a lead doesn't have a phone number, this step is skipped automatically.

6

Review workflow settings

Click the Settings tab at the top. By default, Spara exits leads from the workflow when they reply to an email, respond to a text, or answer a call. This is usually what you want — it prevents leads from receiving follow-ups after they've already engaged.

7

Save and publish

Click Save draft to save your work. When you're ready to go live, click Publish. Spara will flag any configuration errors that need fixing.

Leads matching your trigger criteria will start entering the workflow immediately after publishing.

What's Next

  • Add a Condition Step step to branch logic based on lead data (e.g., different paths for enterprise vs. SMB)

  • Use a Prompt Step step to research the lead's company and personalize downstream emails

  • Add a Notify Step step to alert your sales team in Slack when a lead progresses

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