> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepim.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Workflows Overview
> Run guided, multi-step processes to clean up product data fast. Find every product that needs work, fix it, and track your progress to zero.
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](/en/settings/workflow-settings)** to turn them on.
## When to use a workflow
Reach for a workflow when a person needs to review and fix product data step by step. Common jobs:
Find every product with missing or low-quality data, then work through the list until it is clean.
Make sure new products meet your standards before they go live on your sales channels.
Raise quality scores across the catalog by fixing descriptions, images, SEO, and more.
Push products through your [lifecycle stages](/en/workflows/product-lifecycle) as they get ready to publish.
If you instead want actions to happen automatically when something changes, use [Automations](/en/automations/overview):
| | Workflows | Automations |
| --------------- | --------------------------------- | --------------------------------------- |
| **How it runs** | You work through tasks by hand | Runs on its own when conditions are met |
| **Shape** | Multi-stage, ordered tasks | A single action from one event |
| **Progress** | Tracked over time, to zero | Runs instantly, every time |
| **Best for** | Audits, launch prep, quality work | Formatting, notifications, syncing |
## 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.
## 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.
Go to **Workflows** and click **Create Workflow**. You can also add one from **Settings > Workflows**.
Give it a clear name, like "Q1 Launch Prep", and a short description of its purpose.
Click **Add Pre-filter** to limit the workflow to a set of products, like only "Electronics". This filter applies to every stage and task.
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.
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.
Click **Save** in the top-right corner. Drafts save automatically as you work, so you will not lose progress.
### 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.
### 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.
## 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.
## 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.
## 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.
## Related
Define the stages products move through, and connect them to your workflows.
Set up actions that run on their own when conditions are met.
Turn workflows on and manage them for your project.