Streamline processes with automated workflows:

1. Navigate to Settings > Automation > Workflows
2. Click "Create Workflow"
3. Define trigger conditions (When)
4. Set criteria for execution (If)
5. Specify actions to be performed (Then)
6. Enable and save your workflow

Example automation: When a new lead is created, if their industry is healthcare, then assign to the healthcare team and send a healthcare-specific welcome email.

Test workflows in a sandbox environment before activating them in production.