> ## Documentation Index
> Fetch the complete documentation index at: https://docs.enginy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> What Advanced Workflows are, how steps fit together, and how to read the step reference.

Advanced Workflows let you automate prospecting end to end on a visual canvas: import contacts and companies from a source, enrich them with data and AI, then act on the results — add them to lists and campaigns, export them to your CRM, or notify your team.

A workflow is a chain of **steps**. Each step takes the records produced by the previous step, does one thing to them, and passes them on. This reference documents every step you can add.

## How a workflow is put together

<Steps>
  <Step title="Choose a trigger">
    The trigger decides when a run starts: manually from the editor, on a recurring schedule, from a webhook,
    or when something happens in Enginy — a reply, a website visit, a new or updated record. See
    [Triggers](/workflows/triggers).
  </Step>

  <Step title="Start with an import step">
    Every workflow begins with a step that brings records in: a LinkedIn search, a CRM list, a Crunchbase
    query, or a manual selection. Import steps decide whether the workflow operates on contacts or companies.
  </Step>

  <Step title="Enrich the records">
    Enrichment steps fill in the data you need — emails and phone numbers, LinkedIn profile and company data,
    technologies, or AI-computed fields.
  </Step>

  <Step title="Branch when paths differ">
    Conditions split the flow based on a record's data, so matched and unmatched records can take different
    paths.
  </Step>

  <Step title="Act on the results">
    Action steps add records to lists, campaigns, or your blocklist, export them to your CRM, send
    notifications, or hand records to another workflow.
  </Step>
</Steps>

## Step categories

| Category   | What the steps do                                           | Reference                                                                                                                                                                                                                     |
| ---------- | ----------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Triggers   | Decide when a run starts and which record it's about        | [Triggers](/workflows/triggers)                                                                                                                                                                                               |
| Imports    | Bring contacts or companies into the workflow from a source | [LinkedIn](/workflows/imports/linkedin), [Crunchbase](/workflows/imports/crunchbase), [CRM](/workflows/imports/crm), [other sources](/workflows/imports/other-sources), [lists & manual](/workflows/imports/lists-and-manual) |
| Enrichment | Fill in data on the records already in the flow             | [Contacts](/workflows/enrich/contacts), [companies](/workflows/enrich/companies), [AI & formulas](/workflows/enrich/ai)                                                                                                       |
| Actions    | Do something with the records                               | [Lists & campaigns](/workflows/actions/lists-and-campaigns), [messaging](/workflows/actions/messaging), [CRM](/workflows/actions/crm), [flow utilities](/workflows/actions/utilities)                                         |
| Branching  | Split the flow into paths                                   | [Conditions & branching](/workflows/conditions)                                                                                                                                                                               |

## Connections and credits

Some steps need a connection or consume credits before they can run:

* **LinkedIn identity** — steps that search or scrape LinkedIn run through a LinkedIn identity connected in Enginy.
* **CRM connection** — importing from or exporting to HubSpot, Salesforce, Dynamics, Zoho, Pipedrive, Attio, or TribeCRM requires that CRM to be connected in your settings.
* **Enginy credits** — data-provider lookups (emails, phones, Crunchbase, TheirStack, StoreLeads) and AI steps consume credits. Each step's reference entry lists its requirements.

<Info>
  In the workflow editor, steps that need a connection you haven't set up yet prompt you to connect before
  they can be added.
</Info>

## How to read the step reference

Every step entry follows the same shape:

* **What it does and when to use it** — the step's behavior in plain words.
* **Settings** — the options you configure on the step.
* **Output** — what the step passes to the next step.
* **Requirements** — connections and credits the step needs, if any.

## Step reference

<CardGroup cols={2}>
  <Card title="Create your first workflow" icon="hammer" href="/workflows/building">
    From blank canvas to published, step by step.
  </Card>

  <Card title="Manage workflows" icon="sliders" href="/workflows/managing">
    Runs, versions, settings, permissions, and templates.
  </Card>

  <Card title="LinkedIn imports" icon="linkedin" href="/workflows/imports/linkedin">
    Events, posts, polls, connections, followers, Sales Navigator, and jobs.
  </Card>

  <Card title="CRM imports" icon="database" href="/workflows/imports/crm">
    Bring in contacts and companies from your connected CRM.
  </Card>

  <Card title="Contact enrichment" icon="user-plus" href="/workflows/enrich/contacts">
    Emails, phone numbers, verification, and LinkedIn profile data.
  </Card>

  <Card title="AI & formula steps" icon="wand-magic-sparkles" href="/workflows/enrich/ai">
    AI-computed fields, formula fields, and autonomous AI agents.
  </Card>
</CardGroup>