Workflows Automation
Workflows Automation
Scope of work
UX/UI
Research
Complex System
Concept to Launch
Client
Zoominfo
Product
Sales Platform / B2B
Year
2022
About Zoominfo
Zoominfo is a multiplatform operating system that revenue teams use to deliver business growth.
About the project
Workflows is a powerful automation tool which helps automate manual, time-consuming tasks in a complex Sales software. Rotate leads, create deals and tasks, manipulate data and more.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
My Role
Creating UX for Workflows tool from scratch, while solving complex scenarios. Competitors research, user research, coordinating with Product & Dev up to the MVP release and later versions.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
I led the design lifecycle while executing the core product and project management workflows. My hands-on role spanned from teacher research to detailed development handoffs and client-facing coordination:
User Research & Interviews: I conducted qualitative interviews with teachers to deeply understand classroom pain points, daily schedules, and administrative bottlenecks.
Detailed Product Characterization: I defined the step-by-step user journeys and wrote explicit functional specifications and development instructions for every screen, tailored specifically for the engineering and QA teams.
UX/UI Design: I designed the complete user experience and interface layouts for both portals, adapting and drawing inspiration from Gool's existing product design patterns to ensure brand consistency.
Project & Client Management: I managed the end-to-end project execution, working directly with the client (Gool) to align expectations, coordinate feedback, and ensure smooth delivery.
Automation editor screens
empty state
For each workflow user needs to define in what conditions this automation will begin to run
User defines the main trigger and optionally additional flexible And and OR conditions
Selected conditions are summarized in a structured way for easier understanding
After trigger is set user can start adding actions which automation will perform
In addition to simple actions user can add branches and perform different actions for different situations
Management overview
Workflows table shows all created workflows. User can activate and deactivate workflow, see the stats of affected records, reorder and more
In a single workflows page user can drill down to see all affected records and fix errors if needed
© Happyflowz Studio 2026
