Learn TurboWorkflow

Overview

TurboWorkflow is a visual orchestrator for sales and marketing outreach. You connect the email and LinkedIn accounts you already use, import your contacts, and build multi-step sequences on a canvas. TurboWorkflow handles the sending, pacing, and tracking — so a motion that used to take a dozen tools and a shared inbox runs from one screen.

Nothing here is locked in: you bring your own senders, your own contacts, and (optionally) your own AI keys. This page covers the essentials; the help center has detailed, step-by-step guides for every task.

Quickstart

Five steps from a fresh account to a running campaign.

1. 01

   Create your account

   Sign up and pick your billing currency when prompted. You start on a free trial, so nothing is charged while you set up.

2. 02

   Connect a sender

   Add the mailbox you send from — Gmail, Outlook, or SMTP. A guided wizard reads your name and email and sets sensible sending limits.

3. 03

   Import contacts

   Upload a CSV/Excel file or paste rows from a spreadsheet. Columns are mapped for you, and every field becomes a merge tag.

4. 04

   Build a workflow

   On the canvas, add an email step, a pause, and any follow-ups. Add branches so people who reply or click take a different path.

5. 05

   Launch (after a test)

   Attach your list, run a test to yourself, then activate and launch. Watch opens and clicks roll into your dashboard.

Video tutorials

Watch the full getting-started series, from your first sign-up to a launched, automated campaign.

Part 1 — Getting started: sign up, billing & dashboard

Part 2 — Connect an email sender (SMTP, Gmail & Microsoft)

Part 3 — Import contacts (CSV, Excel & field mapping)

Part 4 — Build your first email workflow

Part 5 — AI-personalized follow-up emails

Part 6 — Test, activate & launch a workflow

Part 7 — Track your campaign with Live Data

Part 8 — Contacts, uploads & dashboard tips

A sender is a mailbox you send from — you connect your own Gmail, Outlook, or SMTP account (or a LinkedIn profile). Each sender has its own signature and its own hourly and daily limits, and messages are paced out with randomized gaps to protect your reputation.

• Connect Gmail or Outlook with one click, or any mailbox by SMTP.
• Set per-hour and per-day limits; the budget is shared across your workflows.
• Test the connection before you rely on it.

Contacts are the people you reach out to; lists are named groups you attach to a workflow. Import from a file or a spreadsheet paste — smart mapping matches your columns automatically, and unmatched columns are guessed from their values. Every contact keeps a full activity history.

• Import from CSV, Excel, or a paste; headerless data is supported.
• Add unlimited custom fields; a contact can be on many lists.
• Edit any field in place and read a timestamped activity timeline.

A workflow is a sequence of steps drawn on a visual canvas. Each contact enters and runs through the steps automatically. Add email or LinkedIn steps, pauses, and if/else branches, then schedule how and when contacts enter — now, at a set time, or in each contact’s own timezone.

• Add and insert steps anywhere; the flow rewires itself.
• Branch on real signals: opened, clicked, replied, or connection accepted.
• Batch sends over days with per-day caps and local-time windows.

Write emails in a rich editor or paste your own HTML. Personalize with merge tags that fill in per contact, add fallbacks for missing values, and — optionally — generate tailored copy with your own AI keys. Preview per contact, send yourself a test, and A/B test variants.

• Merge tags with fallbacks, in the body and the subject line.
• Bring your own AI keys (Claude, ChatGPT, Gemini, and more).
• Attach files and add inline images; choose reply or new-thread.

Opens, clicks, and replies are tracked on every email and roll up into per-step, per-workflow, and account-wide reporting. Click any metric to see the real contacts behind it. Deliverability safeguards — bounce suppression, unsubscribe handling, and duplicate prevention — run automatically.

• Per-link click tracking, an interest score, and a click heatmap.
• Hard bounces auto-suppress a contact from all future sends.
• Internal previews never fire a fake open or click.

A project is a self-contained workspace with its own workflows, contacts, lists, and fields. Use separate projects for different clients, teams, or campaigns so nothing gets mixed up. Organize inside a project with collapsible folders and drag-and-drop.

• Switch the active project from the sidebar; views are scoped to it.
• Group workflows and lists into folders you can reorder.
• Workflows are locked to their project for safety.

Next steps