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How Workflow Generation Works

Rubaiyat Farhan avatar
Written by Rubaiyat Farhan
Updated over 2 months ago

Step 1: System Validation

Before generating a workflow, markopolo validates:

  • All enabled channels have platforms selected (e.g., which email provider, which SMS provider)

  • Integrations are connected and active

  • Content mode is set to autonomous

  • Campaign objectives and audiences are defined

Step 2: Context Building

The system gathers all relevant campaign information to inform the workflow:

  • Campaign objective (what you want to achieve)

  • Selected audience segments (who you're targeting)

  • Enabled channels (how you want to reach them)

  • Product context (what you're promoting)

  • Discount settings and offers

  • Company brand voice and tone

  • Language preferences

  • Previous campaign performance data (if available)

Step 3: AI Generation

markopolo calls its ML service with all this context. The AI:

  • Analyzes best practices for your campaign type

  • Determines optimal message sequence and timing

  • Creates conditional branches based on likely customer behavior

  • Balances frequency to avoid overwhelming recipients

  • Optimizes for your stated objective

Step 4: Workflow Processing

The system:

  • Tracks generation progress (you'll see a loading indicator)

  • Stores the workflow steps in a normalized format

  • Prepares the workflow for visualization

Step 5: Visual Display

Your generated workflow appears as an interactive flow graph showing:

  • Each action as a node

  • Connections showing the sequence

  • Timing labels on delays (e.g., "Wait 2 days")

  • Conditional branches clearly marked

  • Channel icons for easy identification

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