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Use these proven track structures as starting points for your own workflows. Each example demonstrates how different step types work together to create effective automated processes.

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Onboarding Feedback Track

Collect feedback at key moments during a new hire’s first month:
1

Welcome Message

  • Type: Message
  • Destination: User
  • Time: 9:00 AM Day 1
  • Message: “Welcome! We’ll check in with you throughout your first week.”
2

End of Day 1 Poll

  • Type: Poll
  • Destination: User
  • Time: 4:00 PM Day 1
  • Question: “How would you rate your first day?”
  • Type: Emoji scale
  • Allow comments: Yes
3

Delay

  • Type: Delay
  • Duration: 4 days
4

End of Week 1 Poll

  • Type: Poll
  • Destination: User
  • Time: 4:00 PM Day 5
  • Question: “On a scale of 1-10, how prepared do you feel for your role?”
  • Type: Scale 1-10
  • Allow comments: Yes
5

Manager Check-in Poll

  • Type: Poll
  • Destination: Manager
  • Time: Day 5, 5:00 PM
  • Question: “How is {{user}} progressing in their first week?”
  • Type: Scale 1-5
6

Delay

  • Type: Delay
  • Duration: 3 weeks
7

30-Day NPS Poll

  • Type: Poll
  • Destination: User
  • Time: Day 30, 10:00 AM
  • Question: “How likely are you to recommend working here to a friend?”
  • Type: Employee NPS
  • Allow comments: Yes

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Training Certification Track

Deliver training content and validate knowledge with quizzes:
1

Welcome & Overview

  • Type: Message
  • Destination: User
  • Time: 9:00 AM Day 1
  • Message: “Welcome to Product Training! Over the next week, you’ll learn our products and validate your knowledge.”
2

Training Module 1

  • Type: Message
  • Destination: User
  • Time: Immediate
  • Message: Link to training video and documentation
3

Delay

  • Type: Delay
  • Duration: 2 days
4

Module 1 Knowledge Check

  • Type: Quiz
  • Destination: User
  • Quiz: “Product Features Quiz”
  • Delivery: All at once
  • Time: 9:00 AM Day 3
  • Mandatory: Yes
  • Passing: 80%
  • Reminders: Every 2 days for 7 days
5

Module 2 Training

  • Type: Message
  • Destination: User
  • Time: Immediate (after quiz passed)
  • Message: “Great job! Now let’s cover advanced features…”
6

Delay

  • Type: Delay
  • Duration: 2 days
7

Final Certification Quiz

  • Type: Quiz
  • Destination: User
  • Quiz: “Product Certification Exam”
  • Delivery: All at once
  • Time: 9:00 AM Day 7
  • Mandatory: Yes
  • Passing: 85%
  • Time limit: 7 days
  • Reminders: Every 1 day for 5 days
8

Celebration

  • Type: Message
  • Destination: User
  • Time: Immediate (after passing)
  • Message: ”🎉 Congratulations! You’re now certified on our products!”
9

Manager Notification

  • Type: Message
  • Destination: Manager
  • Time: Immediate
  • Message: “{{user}} has completed product certification!”