Workflows: recipes as a canvas

A workflow is a recipe drawn as a row of nodes, the way n8n or Zapier draw an automation. Each node is one step of the pipeline, and clicking a node edits that step. Nothing about the engine changes: a workflow is saved as an ordinary recipe, so openleads recipe run <name> and the scheduler run it exactly the same way.

openleads web        # then open Workflows in the sidebar

#The nodes

Nodes that are switched off are drawn dashed, and the run skips them.

#Build one

1. Open Workflows and click New workflow.
2. Click Find leads and type who you want, for example marketing agencies in Miami.
3. Click Trigger and type a schedule, or leave it on manual.
4. Click Write and describe your offer in one line.
5. Leave Send off for the first few runs. Turn it on once the drafts look right.
6. Click Save.

#Test it

Test run executes the whole workflow as a dry run. The nodes light up as each step finishes, the counts appear on each node, and the run log shows every phase. No email is sent during a test run, even with Send switched on.

Scheduled runs are real runs. If Send is on, the scheduler sends inside your daily cap. Install the scheduler once with:

openleads schedule on

See Timed runs for how schedules are checked and what happens when your laptop was asleep.

#Push leads into n8n or Zapier

Set Export to webhook and paste your n8n or Zapier webhook URL as the target. Every run POSTs the leads as newline-delimited JSON, so the rest of your automation can pick them up from there.