Create a workflow simulation

How admins and enablement managers build and assign workflow simulations in Outdoo

Workflow simulations let you capture the exact steps of a business process and turn them into practice exercises for your team. This guide covers creating your first simulation, assigning it to reps, and reviewing results.

Before you start

You need Admin or Manager access to create simulations. If you do not see the simulation builder in your workspace, contact your workspace admin or reach out to support@outdoo.ai.

Before building, walk through the workflow yourself in the real system and note:

The exact fields, buttons, and steps involved
The correct sequence of actions
Where reps most often make mistakes

Create a simulation

Go to Settings and select Simulations from the left menu.
Click New simulation.
Give the simulation a name that reflects the workflow (for example, "Post-call CRM update — HubSpot").
Select the workflow type: CRM update, disposition, form entry, or custom.
Use the simulation builder to upload screenshots of the target interface, then define each step and the expected action.
Set scoring criteria: which fields are required, what counts as correct, and whether step order matters.
Preview the simulation to confirm it behaves as expected.
Click Publish to make it available for assignment.

Assign the simulation

Once published, you can assign a simulation directly to users or attach it to a course.

To assign directly: open the simulation, click Assign, and select the users or teams.
To include in a course: open the course builder and add the simulation as a step alongside roleplays and other content.

Reps will see assigned simulations in their training queue.

Review results

After reps complete the simulation, results appear in the coaching dashboard. You can see:

Completion rates by person and team
Step-level accuracy showing which specific steps had the most errors
Time taken per simulation attempt
Repeat attempts and improvement trends over time

This data shows which parts of your workflow reps consistently get wrong, making it easier to decide where to run additional training or adjust the process itself.

Keep simulations up to date

When your actual tool updates its interface, the simulation needs updating too. A simulation that no longer matches the real system trains reps on the wrong thing. Review active simulations whenever your connected tools go through a UI update.