Questera AI
  • Getting Started
    • Welcome to Questera
      • Overview of Questera
      • How Does Questera Work
      • Why Choose Questera
      • Key Features & Benefits
  • Questera AI Platform
    • Data
      • Connect Data & Models
        • Data Ingestion
          • Snowflake
          • Amazon Redshift
          • Google BigQuery
          • Microsoft Azure
          • CSV
          • ESP (Email Service Provider)
          • CRM
        • Configure Models
          • Open AI
      • Dataset
        • Connecting an external data source
        • Uploading your own file
    • Campaigns
      • Channels Supported in Questera
        • UI Campaigns
        • Email Campaigns
        • SMS Campaigns
        • Push Notifications Campaigns
        • In-App Messages Campaigns
        • WhatsApp Campaigns
      • Omnichannel Campaigns
    • AI Agents
      • What are AI Agents?
      • Types of AI Agents
        • ELMA - Email Lifecycle Marketing Agent
        • GRETA - Growth Engineering Agent
        • SEGA - Intelligent Segmentation Agent
        • OMNIA - Omni-Channel Journey Creator Agent
        • GIA - Data Analysis & Graphical Interpretation Agent
        • SARA - Smart Ads Retargeting Agent
        • BECCA - Personalized Email Content Agent
        • LEXA - Language Optimization Agent
      • Create & Configure an Agents
        • Create your own marketing agents
        • Chat with Agents
    • Scores & Signals
      • How to Read User & Company Signals and Scores
    • Audience
      • How to work with Users List
      • Create and Manage Segments
    • AI Variants
    • Journeys
      • How to Create a Journey
      • AI Flows
    • Workflow
      • How to Create a Workflow in Questera
    • Track & Measurements
      • In-App Events
        • How to create and manage an in-App Event
      • Webhook & Alerts
        • How to create and manage Webhook & alters
      • User Attributes
        • How to create a user attribute
      • Feature Flags
        • How to add a feature flag
      • Counters
        • How to create and manage counter
    • Playground
      • Simulating User Interactions.
        • Test and Run Campaigns
    • Analytics & Reporting
      • Analytics
        • Overview of Analytics.
          • Dashboard Walkthrough
          • Add dashboard
          • Chat with data
    • Settings in Questera
  • Questera AI SDKs
    • SDK Component Categories
      • Onboarding
      • Engagement
      • User Assistance
      • Expansion
      • Miscellaneous
    • All Components
      • Onboarding
        • Onboarding Quiz
        • Login Component
      • Gamified Engagement
        • Rewards & Loyalty Component
        • Challenges
        • Leaderboard
        • Badges
        • Spin The Wheel
        • Scratch The Card
        • Gamified Quiz
        • Streaks
        • Dynamic Membership
      • Education
        • User Guides
        • Tooltips
        • AI Help Hub & Assistant
      • Popups
        • Special Offers
        • Upsells & Cross Sells
        • Product Recommendations
        • Celebrations
        • Alerts
      • AI Search
      • User Feedback
      • Surveys
      • Referrals
      • Banners
      • Pricing & Payments
      • Embedded Analytics
    • React SDK Components
      • Onboarding
        • Onboarding Component
        • Get Started Component
        • Tutorial/Quest List Component
        • Walk Through Component
      • Gamification
        • Challenges Component
        • DailyStreak Component
        • Leaderboard Component
        • GamifiedQuiz component
      • User Assistance
        • Feedback Workflow Component
        • Inline Feedback Component
        • Survey Component
        • Search Bar Component
        • Help Hub Component
        • CreditsPopup Component
      • Expansion
        • Referral Components
        • Cross-Selling Component
      • Miscellaneous
        • Confetti Component
        • Alert Component
        • Login Component
        • One to one Survey Component
        • Pricing & Payment Component
        • Badge Component
        • Toast Service
      • Survey
        • User Experience Feedback Survey
        • Feature Usage Survey
        • Customer Satisfaction Surveyy
        • Net Promoter Score
        • Onboarding Experience Survey
        • Customer Support Satisfaction Survey
      • Embedded Analytics
        • Line Chart
        • Scatter Chart
        • Combo Bar/Line
        • Stacked Bar Chart
        • Horizontal Bar Chart
        • Stepped Line Chart
        • Pie chart
        • Doughnut Chart
        • Multi Series Pie
        • Bubble Chart
        • Floating Bar Chart
    • React Native SDK Components
      • Onboarding
        • Embedded Onboarding ToolTip
        • Announcement Banners
        • Onboarding Component
        • Get Started Component
        • Quest List Component
      • Gamification
        • Challenges Component
        • Daily Streak Component
        • Leaderboard Component
        • Quiz component
      • User Assistance
        • HelpHub
        • Feedback Workflow Component
        • General Feedback Component
        • Inline Feedback Component
        • Credits Popup Component
      • Expansion
        • Cross-Selling
        • Share With friends
        • Referral
      • Miscellaneous
        • Spotlight Searc
        • Modal
        • Login Component
        • Membership Card
        • Badges
        • Pricing
        • Survey Form
        • Banner
        • Carousel
        • Tutorial
        • Daily Check-in Credit
    • No Code SDK Components
      • HelpHub
      • Feedback Workflow Component
    • Flutter SDK Components
      • Onboarding
        • Onboarding Quiz - Multi page Component
        • Onboarding Quiz - Single page Component
        • Get Started Component
        • Tutorial/Quest List Component
      • User Assistance
        • Feedback Workflow
        • Help Hub Component
        • Inline Feedback Component
        • Spotlight Search Component
        • Survey component
      • Gamification
        • Daily Streak Component
        • Leaderboard Component
        • Gamified Quiz Component
      • Expansion
        • Referral Component
        • Cross-Selling Component
      • General Components
        • Login Component
    • Rest APIs
      • Data Module
        • Data Object
      • Entity Module
        • Entity Object
      • User Module
        • User Object
      • Gamification
        • Badge Object
        • Web3 Module
          • Dynamic NFT Object
        • Skills Module
          • Skills Object
        • Levels Module
          • Levels Object
  • Integrations
    • Email
      • Mailchimp
      • Klaviyo
      • Mailmodo
      • Mailjet
      • Brevo (SendInBlue)
      • Constant Contact
      • Elastic Email
      • ApolloIo
      • Google OAuth
      • Instantly
      • Loops
      • AWS SES
      • SendGrid
      • Hubspot
      • Activecampaign
      • One Signal
      • Attio
    • Customer data platforms
      • Segment
      • Shopify
      • Salesforce
    • Workflow automation & ETLs
      • Zapier
    • Analytics & business intelligence
      • Mixpanel
      • Amplitude
      • Heap
      • Posthog
      • Snowflake
      • Google BigQuery
      • Clay
      • Outreach
      • Salesloft
      • Smartlead
    • Data ware house
      • Redshift
      • Microsoft Azure
    • Task management
      • Clickup
      • Jira
    • FAQ
  • recipes
    • Greta
      • SaaS Subscription
        • Activation
        • Conversion
        • Retention
      • SaaS Credit-Based
        • Activation
        • Conversion
        • Retention
        • Engagement
      • Ed-Tech
        • Activation
        • Conversion
        • Retention
        • Engagement
      • Gaming Apps
        • Activation
        • Conversion
        • Retention
        • Engagement
      • E-Commerce
        • Activation
        • Conversion
        • Retention
    • Elma
      • SaaS Subscription
        • Activation
        • Conversion
        • Retention
        • Engagement
      • SaaS Credit-Based
        • Activation
        • Conversion
        • Retention
        • Engagement
      • E-Commerce
        • Activation
        • Conversion
        • Retention
        • Engagement
  • GRETA
    • How to create your first project using Greta?
    • Playground
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  1. Questera AI Platform

Workflow

PreviousAI FlowsNextHow to Create a Workflow in Questera

Last updated 26 days ago

A Workflow in Questera is a powerful automation system that lets you perform backend operations, trigger actions, manage data, and orchestrate tasks without writing code. Think of it as an engine that connects user behavior, business logic, and system actions into one seamless flow.

While Journeys are used mainly for user communication (like emails or push notifications), Workflows handle behind-the-scenes tasks like:

  • Tagging users based on actions

  • Syncing data with third-party tools

  • Triggering internal alerts or updates

  • Changing user traits or segment memberships

A workflow in Questera is like a smart decision-making map that helps you control what experience a user should get based on who they are, what they've done, or where they come from. Imagine you're designing how a user logs in, signs up, or views a new feature — and you want different people to see different versions. For example, you might want new users to see a welcome message, returning users to see a personalized dashboard, and users from the US to see pricing in dollars. A workflow helps you build these kinds of personalized experiences visually, using blocks and branches, without writing code. It connects the dots between your audience segments, campaigns, and what should be shown or triggered for each user type.

The beauty of Questera workflows lies in their flexibility and power. You can create multiple "variants" of a campaign (like different UI screens, messages, or actions) and set clear rules on who gets what — based on things like location, behavior, or even A/B test groups. Everything is drag-and-drop, so you’re not building logic in code, but on a visual canvas that feels more like sketching ideas than programming. This makes it perfect for product managers, marketers, or growth teams who want to experiment fast, iterate often, and make data-backed decisions on what user experience works best.