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A workflow is a guided checklist for improving your product data. You define it once, then run it to find and fix every product that needs attention. No more hunting through your catalog by hand.
Workflows must be enabled before you can use them. Go to Settings > Workflows to turn them on.

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When to use a workflow

WISEPIM content logic builder with reusable variables, formulas and channel rules Reach for a workflow when a person needs to review and fix product data step by step. Common jobs:

Audit your catalog

Find every product with missing or low-quality data, then work through the list until it is clean.

Prepare a launch

Make sure new products meet your standards before they go live on your sales channels.

Improve quality

Raise quality scores across the catalog by fixing descriptions, images, SEO, and more.

Move products forward

Push products through your lifecycle stages as they get ready to publish.
If you instead want actions to happen automatically when something changes, use Automations:
WorkflowsAutomations
How it runsYou work through tasks by handRuns on its own when conditions are met
ShapeMulti-stage, ordered tasksA single action from one event
ProgressTracked over time, to zeroRuns instantly, every time
Best forAudits, launch prep, quality workFormatting, notifications, syncing

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How a workflow is built

Every workflow has three parts:
  • Pre-filter (optional): scopes the whole workflow to a subset of products, like one category.
  • Stages: group related tasks together. You complete one stage before moving to the next.
  • Tasks: each task uses a filter to find products that need attention, such as a missing description.
When you run the workflow, WISEPIM counts how many products match each task. As you fix issues, the count drops. A task is done when its count hits zero. A stage is done when all its tasks are done.

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Create a workflow

The Workflow Builder is a visual editor. Open it from Create Workflow on the workflows page, or by editing an existing workflow.
1

Open the builder

Go to Workflows and click Create Workflow. You can also add one from Settings > Workflows.
2

Name your workflow

Give it a clear name, like “Q1 Launch Prep”, and a short description of its purpose.
3

Set a pre-filter (optional)

Click Add Pre-filter to limit the workflow to a set of products, like only “Electronics”. This filter applies to every stage and task.
4

Configure stages

Your workflow starts with one stage. Rename it, add a description, and set an optional stage filter to narrow products further. Click Add Stage to add more.
5

Add tasks

Click Add Task inside a stage to open the task picker. Choose ready-made presets, or build a custom task with your own filter conditions.
6

Save

Click Save in the top-right corner. Drafts save automatically as you work, so you will not lose progress.

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How the three filters work together

Filters stack from broad to narrow, so each level cuts the product list down further:
  1. Pre-filter scopes the whole workflow (for example, only “Clothing”).
  2. Stage filter narrows that down inside one stage (for example, only products missing images).
  3. Task filter finds the exact products to fix (for example, products with no description).
Every filter level supports AND/OR logic. For example: quality score is below 50% AND description is empty.

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Task presets

The task picker comes with ready-made presets, grouped by category. Pick as many as you like, or add your own custom task.
Low quality score, unreviewed products, missing main image.
Missing description, short description under 100 characters, missing reviewed name.
Missing meta title, short meta description, no meta keywords.
Missing price, no SKU, zero price, missing brand.
Out of stock, low stock, no stock info.
No images, missing image URL.
Critical quality below 25%, incomplete below 50%.
Not translated, partially translated.

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Run a workflow

Click Start Workflow from the workflows page to open the execution view. From here you can:
  • See every stage and task in the sidebar.
  • Watch real-time product counts for each task.
  • Click a task to see its matching products in the main area.
  • Fix products and watch the counts drop as you go.
  • Track your overall progress as a percentage.
You can pause and come back anytime. Your progress saves automatically, so you pick up right where you left off.

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Find your workflows

On the Workflows page, each workflow appears as a card showing:
  • The name and description.
  • The from and to lifecycle stages, as colored chips.
  • How many stages it has.
  • A Start Workflow button.
A search bar appears once you have more than three workflows.

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Manage workflows

From Settings > Workflows you can:
  • Enable or disable workflows for your project.
  • Create new workflows or edit existing ones.
  • Delete workflows you no longer need.
  • Start from a template instead of a blank workflow.

Product Lifecycle

Define the stages products move through, and connect them to your workflows.

Automations

Set up actions that run on their own when conditions are met.

Workflow Settings

Turn workflows on and manage them for your project.