What is a Workflow?
A Workflow automates the full pipeline from lead source to export, without manual steps in between. You define it once: where leads come from, which campaign Twain should use to research and write for them, where the output goes, and whether you want a notification when it's done. After that, leads flow through automatically.
The four steps
Import — where your leads come from. Pick a lead source (see below). Twain will pull leads from that source and kick off the process.
Campaign — which campaign Twain uses as a reference. This determines the buyer persona, messaging rules, and campaign structure Twain applies to each lead. You attach an existing campaign you've already set up.
Export — where the output goes. Twain pushes the finished research and sequences to your CRM or sequencer. You can configure it to automatically skip leads with warnings so flagged leads never reach your sending tool.
Notification — optional. Get pinged on Slack or receive an email summary when leads have been processed.
Lead sources
Source | How it works |
Amplemarket | Import a list from Amplemarket |
Apollo | Import a list from Apollo |
HubSpot | Sync contacts from HubSpot |
Outreach | Import prospects by tag |
API | Custom trigger via Workflow ID (for Clay or any custom setup) |
Integration guides
Each lead source has a dedicated guide with the step-by-step setup:
For custom API setups, go to Settings → API key and open the API documentation.