Every optimization team knows the drill. To answer one question, ”Why did this campaign underperform?” or “What should we test next?”, someone opens the heatmap tool, reads through session recordings, pulls the campaign report, drops it all into a spreadsheet, and tries to make sense of it. Days later, a deck lands in the team’s inbox.
The insight is usually good. The problem is the timing, the effort, and the fact that it depends on whoever happened to do the analysis that week.
Wingz Workflows changes that. It is customizable AI workflow automation, embedded in Wingify, that runs your optimization work for you, on a schedule or the moment something happens in your account. Instead of a person chasing data across tools, a workflow does the chasing. It runs the analysis, pulls the threads together, and puts the answer in front of you while the moment is still live.
What is a Wingz Workflow?
Think of a workflow as a chain of steps that runs on its own. Every workflow starts with a trigger and ends with an action, with one or more AI agents doing the work in between.
An agent: Does a specific job like analyzing a campaign, reading a heatmap, summarizing session recordings, drafting test ideas.
A workflow: Orchestrates those agents toward a single outcome.
That means a workflow can be as simple as “whenever a campaign is paused, summarize the results and email the team,” or as involved as running heatmap and session-recording analysis in parallel every week, merging the findings, isolating the biggest friction point, and generating three test ideas, each with its own brief.
Start from a workflow template, or just describe what you want
You don’t have to build anything from scratch if you don’t want to. Wingify offers more than 20 ready-made workflow templates, handpicked from the most common optimization use cases.
They are organized around the jobs teams actually do: reporting and summary, monitoring and alerting, ideation and test creation, knowledge management, QA and governance, diagnosis, product and feature flags, and personalization.
A few examples:
- Automated campaign debrief: When a campaign reaches a decision, an agent summarizes the winner, the metric trade-offs, the segment breakdown, and a recommended next test, then emails the team.
- Conversion drop alert: Every day, an agent compares conversion rates against a rolling baseline and emails a diagnosis only when it detects a material drop.
- Weekly heatmap friction scan: Every week, an agent scans heatmaps across active pages and ranks the top friction points by page and severity.
- Heatmap and recording to three test ideas: Every week, an agent analyzes heatmaps and session recordings in parallel, merges both, and turns them into three test ideas with full briefs.
If none of the templates fits, describe what you want in plain language and the Wingz Workflow Assistant assembles the workflow for you. No code, no developer, no ticket to the engineering team.
How a workflow is built
Under the hood, every workflow is assembled from a small set of building blocks: a Start node that defines when it runs, one or more Agent nodes that do the work, logic nodes that route and recombine the flow, and an End node that decides what happens next.
Triggers are flexible. Run a workflow on a recurring schedule — daily, weekly, or monthly — or fire it in response to something happening in your account, such as an A/B test being paused.
And you are never left guessing what happened: when a workflow finishes, it can notify the people you choose by email, with an AI-written summary of the results.
Why context changes everything
Most automation tools make you stitch separate systems together, and you lose the context that made the data valuable in the first place.
Wingz Workflows runs inside Wingify, where your campaigns, audiences, reports, session recordings, and heatmaps already live. The agents work from one shared picture of your program, rather than each person’s slice of it. That also removes a quieter problem: when a designer, a product manager, and an analyst each interpret the same data differently, decisions drift. A workflow applies one consistent reading every time.
You stay in control
Automation does not mean handing over the keys. You define the trigger, the instructions, and the action. Workflows run on your schedule, notify the people you name, and each template shows an estimated credit cost per run, so you can weigh value against cost before you publish.
Where to start with workflows
Pick one recurring task your team does by hand today, such as the weekly status digest, the post-test debrief, or the friction scan, and let a workflow take it from there.
Your team’s time is better spent acting on insight than assembling it. That is what Wingz Workflows is for. Check out the detailed documentation for more or start a free trial.
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Emily Healy holds a Bachelor's degree in Public Relations from the University of Louisiana and a Master's in Business from UC3M. She has worked in content and product marketing and holds PMA certifications in brand, positioning, messaging, and AI marketing.
