Workflows in PostHog Web

Contents

The PostHog web app is where workflows are built. It's the surface for the drag-and-drop workflow builder, the content library where message templates live, your channels, and your opt-out and suppression lists.

Before you start

  1. Set up Workflows – Workflows are no-code, so there's nothing to install. Install a PostHog SDK if you want event-based triggers.
  2. Open the web app – no install needed, just sign in to PostHog.

What you can do here

  • Build a workflow. Start from a trigger – an event, a webhook, a tracking pixel, a schedule, or a manual run – then add delays, audience splits, message dispatches, and PostHog actions until you reach an exit. See the workflow builder for every node type.
  • Work in drafts, then publish. A workflow stays a draft until you enable it, so you can build and test without anyone receiving a message.
  • Design message templates. Compose emails and other messages in the content library, personalize them with person properties, and reuse them across workflows.
  • Manage channels. Verify a sending domain and connect email, Slack, or any real-time destination as a dispatch target. See configure a channel.
  • Honor opt-outs. Review message categories, recipient preferences, and the suppression list in opt-outs.
  • Watch performance. Each workflow reports how many people entered, where they are in the flow, and what was sent, alongside the workflow events written back into your project.
  • Organize with tags. Add tags to workflows to group them by team, topic, or project. The workflows list shows a Tags column where you can add or edit tags inline without opening the workflow. Filter the list by tag, click a tag in any row to add it to the filter, or type a tag name into the search box. Tags are shared across your project – the same tags used on dashboards, insights, actions, and feature flags work here too.

Create emails with PostHog AI

PostHog AI is available inside the web app, not a separate surface. Describe the email you want – audience, tone, and goal – and it drafts the content and layout as a message template you can then edit by hand. You can also point it at a URL to inform the messaging.

See create emails with PostHog AI for the prompts it handles and how personalization works.

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