Custom Workflows and Automation

How automation works

Every workflow is Trigger → Condition → Action. Triggers fire on Workexe events (new keyword drop, backlink lost, audit error spike). Conditions filter the payload. Actions write back to Workexe or external tools.

• 20+ trigger types across all modules
• AND/OR condition logic with up to 5 filters per branch
• Built-in actions: create task, send Slack/email, update tag, write to Sheet
• External actions via Zapier, Make, n8n, or raw webhook

Pre-built recipes

Skip the build, install a recipe in 30 seconds. Each recipe ships with documentation and a 1-click rollback.

• Position drop > 5 → create P1 task and Slack #seo-alerts
• New referring domain DR 50+ → email account manager
• Site Audit critical error → open Jira ticket with screenshot
• Keyword first-page entry → post to LinkedIn brand profile
• Monthly: export top 20 movers to Google Sheets

Visual workflow builder

Drag nodes onto the canvas, connect them with arrows, hit Test. Workflow runs in a sandbox using the last 24 hours of project data so you see real results before going live.

• Live data preview at every node
• Step-through debugger for failed runs
• Version history with 1-click revert
• Multi-branch logic (if/else, switch, loop over array)

Limits, quotas and reliability

Workflows run on the same infrastructure as the rest of Workexe. Built for high reliability, not for replacing a full ETL platform.

• Up to 10k workflow runs/month on Pro, unlimited on Agency+
• Step timeout: 30 seconds (sync), 5 minutes (async)
• Failed runs retried 3 times with exponential backoff
• All runs logged for 90 days with full payload

Security and audit

Workflows respect project-level permissions. A user can only build workflows that touch projects they already have access to. All workflow edits are logged to the workspace audit trail.