By automating segmentation, proactive alerts, and structured follow-ups, workflows help you reduce missed opportunities, accelerate response times, and support revenue growth. Engaging buyers earlier and maintaining consistent outreach becomes a systematic process rather than a manual one.

Workflows are built around an intuitive, canvas-based workflow builder designed for business users. Through a visual, flowchart-style interface, you can configure scheduled triggers, retrieve webstore data, define conditions, and connect actions - all without complex development work. Workflows can be tested, adjusted, and published directly from Sana Admin, making it straightforward to scale automation across your organization.

Key Features

• Scheduled workflow execution: Automatically run workflows at defined intervals to consistently monitor data and trigger actions without manual checks.

• Rule-based decision logic: Define If/Then conditions to evaluate data and determine the appropriate next step based on predefined criteria.

• Automated e-mail notifications: Send e-mails automatically when conditions are met, ensuring timely follow-ups and proactive communication.

• External system integration: Send data to external systems to trigger actions beyond Sana, supporting connected automation across your business systems.

• Visual workflow builder: Design, test, and publish workflows through an intuitive canvas interface that simplifies configuration without complex development work.

Key Benefits for Buyers

• Faster follow-ups: Automated workflows trigger timely e-mail notifications based on defined criteria, reducing waiting time and keeping buyers moving forward without delays.

• More consistent communication: Scheduled rule-based actions ensure buyers are not overlooked, creating a more reliable and predictable digital experience.

• More relevant engagement: Data-driven segmentation enables targeted follow-ups, helping buyers receive communication that aligns with their activity and needs.

Key Benefits for Sellers

• Faster decision-making: Move from manual analysis to automated execution by turning data into scheduled, rule-based actions. Instead of reacting late to reports, your team responds at the right time with consistent, predefined follow-ups.

• Lower manual workload: Reduce spreadsheet dependency and repetitive monitoring tasks. Automated segmentation and e-mail notifications eliminate routine checks and manual follow-ups, freeing teams to focus on strategic, revenue-driving initiatives.

• Stronger revenue retention: Prevent missed opportunities with proactive alerts and structured follow-ups. By engaging buyers earlier and more consistently, you improve retention, protect recurring revenue, and maximize the value of your e-commerce platform.