> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callkaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Build A Workflow With Claude
> Describe the follow-up in plain language, get an importable JSON file
Placing a dozen steps and wiring every branch by hand is slow. If you already
have the plan written down — a sales cadence, a follow-up script, a spreadsheet
of steps, another tool's automation — you can hand it to Claude with the file
below and get a finished workflow you import in one step.
***
## 1. Download The Skill
The complete workflow specification, written for Claude. \~27 KB.
It is Markdown — every step type, every field, the value sources, what import
rejects, and the exact shape of an importable workflow file. **Save it as
`SKILL.md`** (or any `.md` name) once you have it.
Want to see the result first? This is the complete example from the skill — a
call, a branch on whether it connected and whether the lead is interested, a
WhatsApp template and a second call the next day. Copy it, save it as
`lead-follow-up.json` and import it as it is to see how a file maps onto the
canvas.
```json lead-follow-up.json theme={null}
{
"type": "callkaro_workflow",
"version": 1,
"data": {
"workFlowName": "New lead follow-up",
"type": "normal",
"graph": {
"nodes": [
{
"id": "start-1",
"type": "start",
"name": "Start",
"x": 320,
"y": 180
},
{
"id": "send-call-1",
"type": "send-call",
"name": "First call",
"x": 660,
"y": 180,
"agentId": "REPLACE_ME_AGENT",
"retries": 1,
"retryGaps": [
30
],
"retryGapMinutes": 30,
"metadata": [
{
"key": "customer_name",
"source": "contact",
"value": "first_name"
}
]
},
{
"id": "conditions-1",
"type": "conditions",
"name": "Picked up?",
"x": 1000,
"y": 180,
"exits": [
{
"id": "exit-picked",
"label": "Picked up",
"condition": {
"source": "connected_call",
"field": "",
"op": "eq",
"value": "true"
}
},
{
"id": "exit-missed",
"label": "otherwise"
}
]
},
{
"id": "conditions-2",
"type": "conditions",
"name": "Interested?",
"x": 1340,
"y": 180,
"exits": [
{
"id": "exit-interested",
"label": "Interested",
"condition": {
"source": "post_call_variables",
"field": "interested",
"op": "eq",
"value": "yes"
}
},
{
"id": "exit-not",
"label": "otherwise"
}
]
},
{
"id": "update-lead-1",
"type": "update-lead",
"name": "Mark interested",
"x": 1680,
"y": 180,
"updates": [
{
"attribute": "lead_status",
"source": "static_value",
"value": "Interested"
}
]
},
{
"id": "api-basic-1",
"type": "api-basic",
"name": "Tell our CRM",
"x": 2020,
"y": 180,
"method": "POST",
"url": "https://REPLACE_ME.example.com/leads",
"parameters": [],
"headers": [
{
"key": "Authorization",
"source": "secret",
"value": "CRM_API_TOKEN"
}
],
"body": "{\"phone\": \"{{phone}}\", \"status\": \"interested\"}",
"bodyParameters": [
{
"key": "{{phone}}",
"source": "phone_number",
"value": ""
}
]
},
{
"id": "end-1",
"type": "end",
"name": "Interested",
"x": 2360,
"y": 180
},
{
"id": "end-2",
"type": "end",
"name": "Not interested",
"x": 1680,
"y": 400
},
{
"id": "wa-template-1",
"type": "wa-template",
"name": "Missed-call template",
"x": 1340,
"y": 620,
"provider": "whatsapp",
"templateId": "REPLACE_ME_TEMPLATE",
"templateName": "",
"languageCode": "",
"templateBody": "",
"phoneNumberId": "",
"displayPhoneNumber": "",
"parameters": []
},
{
"id": "wait-1",
"type": "wait",
"name": "Wait a day",
"x": 1680,
"y": 620,
"minutes": 1440
},
{
"id": "send-call-2",
"type": "send-call",
"name": "Second call",
"x": 2020,
"y": 620,
"agentId": "REPLACE_ME_AGENT",
"retries": 0,
"retryGaps": [],
"retryGapMinutes": 30
},
{
"id": "end-3",
"type": "end",
"name": "Done",
"x": 2360,
"y": 620
}
],
"edges": [
{
"id": "edge-1",
"from": "start-1",
"fromHandle": "out",
"to": "send-call-1"
},
{
"id": "edge-2",
"from": "send-call-1",
"fromHandle": "out",
"to": "conditions-1"
},
{
"id": "edge-3",
"from": "conditions-1",
"fromHandle": "exit-picked",
"to": "conditions-2"
},
{
"id": "edge-4",
"from": "conditions-1",
"fromHandle": "exit-missed",
"to": "wa-template-1"
},
{
"id": "edge-5",
"from": "conditions-2",
"fromHandle": "exit-interested",
"to": "update-lead-1"
},
{
"id": "edge-6",
"from": "conditions-2",
"fromHandle": "exit-not",
"to": "end-2"
},
{
"id": "edge-7",
"from": "update-lead-1",
"fromHandle": "out",
"to": "api-basic-1"
},
{
"id": "edge-8",
"from": "api-basic-1",
"fromHandle": "out",
"to": "end-1"
},
{
"id": "edge-9",
"from": "wa-template-1",
"fromHandle": "out",
"to": "wait-1"
},
{
"id": "edge-10",
"from": "wait-1",
"fromHandle": "out",
"to": "send-call-2"
},
{
"id": "edge-11",
"from": "send-call-2",
"fromHandle": "out",
"to": "end-3"
}
]
}
}
}
```
***
## 2. Give It To Claude
Save it as a skill and it loads itself whenever the task calls for it:
```
~/.claude/skills/callkaro-workflow/SKILL.md
```
Attach the file to the conversation, then describe what you want. Add it as
a Project file if you will be building more than one workflow.
***
## 3. Describe The Workflow
With the skill attached, either paste the plan:
> Here is our lead follow-up cadence *(attach the file)*. Build a CallKaro
> workflow from it. Use agent `68f1c0a2b3d4e5f6a7b8c9d0` for every call.
…or just describe it:
> New leads get a call straight away, with one retry after 30 minutes. If they
> pick up and are interested, set `lead_status` to Interested and post them to
> our CRM. If they don't pick up, send our missed-call WhatsApp template, wait a
> day and call once more.
Claude returns a single JSON file.
Give Claude the IDs it cannot guess: your **voice agent IDs** (the last part of
the agent's URL) and the **CRM attribute names** a step should read or write
(**CRM → Attributes**). Anything you leave out comes back as a placeholder for
you to fill in.
***
## 4. Import It
Save what Claude gives you as `something.json`, then:
**Workflows → Import** → choose the file
The workflow is created with every step already placed and connected. Open it
from the list to see it on the canvas.
Import **creates** the workflow; it does not enroll anyone. Fix the steps listed
below first, then add contacts from the CRM or through
[Assign to Workflow](/api-reference/workflow-assign).
You can also go the other way: **Export** an existing workflow (the row's menu
in the Workflows list), hand that file to Claude to extend, and import the
result back as a new workflow.
***
## What To Check Before Enrolling Anyone
Some values only exist in your account, so Claude leaves placeholders for
anything you did not give it. Import accepts them — they fail on the first run
instead — so open these steps and fix them on the canvas:
* **Send Call** — the **Voice Agent**, if it shows `REPLACE_ME_AGENT`
* **Send WhatsApp Template** — pick the **template** and the **sending number**,
then map the template's variables
* **Send WhatsApp Message** — pick the **sending number**
* **API Call — Basic** — the **URL**, and any **secret** a header refers to,
which must exist under that exact name
* **API Call — Advanced** — the code is a sketch against *your* systems, not a
working integration
* **Update Contact** and any **Contact** value — the attribute names must exist
in **CRM → Attributes**
* **Conditions** on **Post Call** values — your agent must actually extract that
post-call variable
The skill tells Claude to list these back to you explicitly. If it did not, ask:
*"which values in this workflow did you invent?"*
***
## What It Will Refuse To Build
The skill documents the platform's limits so Claude tells you instead of faking
them: parallel branches (a run follows one path), waiting until a time of day,
waiting for a WhatsApp reply, built-in SMS or email steps, and free-text WhatsApp
messages to contacts who have not written to you in the last 24 hours (use a
template).
***
## Next Steps
What each step does on the canvas
Add contacts and follow every run
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