The Workflow Builder is an advanced pricing method available in any pricing strategy in Pricen. Instead of applying a single rule to all products, you design a visual, branching flow — routing different product segments through different pricing actions based on conditions like competitor availability, category, or market data.
1. Start from any pricing strategy
The Workflow Builder is available inside the Pricing rules tab of any strategy type — Dynamic pricing, Price optimisation, Price promotion, Markdown, and Price change.
To get started with a new strategy:
Go to the Products section in the left sidebar.
Select the products you want to include by ticking their checkboxes.
Click Create pricing strategy in the top-right corner.
In the modal, choose your strategy type from the dropdown and click Next.
Products view — select products, then click Create pricing strategy
Choose your strategy type — Dynamic pricing shown here
2. Select Workflow as your pricing method
Inside the strategy builder, navigate to the Pricing rules tab. Under Method, you will see two options:
Simple — applies one pricing rule to all products in the strategy.
Workflow — opens the visual canvas where you can build branching logic.
Select Workflow, then optionally set a Minimum price change %. This threshold prevents micro-adjustments — prices will only update if the suggested change exceeds it.
Click Create workflow to open the canvas.
Pricing rules tab — select Workflow and click Create workflow
3. Understand the Workflow canvas
The canvas opens with a single Entry point node in the centre. This represents all products entering the strategy. The panel on the right lists the five building blocks you can add to your flow.
The Workflow canvas — Entry point node and building blocks panel on the right
Building blocks
ℹ️Conditions and Pricing actions are the two core building blocks for your pricing logic. Safeguards, Rounding rules, and Price basket rounding added inside the workflow will override your account-level defaults for any products flowing through that node — leave them out if you want the account defaults to apply.
The five building blocks available on the right panel
4. Add a Conditions block
Conditions are the most important block — they split products into two paths based on a true/false rule, allowing you to apply completely different pricing logic to each group.
Click Conditions in the right panel. A node appears on the canvas connected to the Entry point.
Click the node to open its settings. Give it a clear name (e.g. "Competitor prices YES").
Set your condition rule. Examples:
Has competitor prices is true
Category contains Sports
Brand contains Dulux
Two output paths appear: When matched and If not matched. Connect further blocks to each path.
💡Each node shows the number of products flowing through it. Use this to verify your conditions are splitting the catalogue as expected before activating.
5. Add Pricing actions
Pricing actions define what actually happens to a product's price when it reaches that node. You can attach them to any path output in the workflow.
Click Pricing actions in the right panel.
In the side panel that opens, give the action a Title (e.g. "Set price -2% lower").
Click + New rule to add a pricing rule. A modal appears — choose a Method:
Pricing action method dropdown — all available methods
Method | What it does |
Change price | Increases or decreases the current price by a % or fixed amount |
Set base price | Resets the price to the product's base/cost price |
Add or subtract | Adds or subtracts a fixed value from the current price |
Set AI optimal price | Uses Pricen AI to find the best price for revenue or profit |
Set to dynamic internal value | Uses an internal dynamic data point as the target price |
Set market value | Sets price relative to the market (minimum, median, mode, etc.) |
Match competitor | Matches the price of a specific competitor exactly |
Match price position | Positions your price relative to competitors (e.g. 2nd cheapest) |
Configure the method-specific settings, click Save, then Close the panel.
💡 You can add multiple rules within a single Pricing actions block. They apply in sequence — useful for combining a market value rule with a percentage adjustment on top.
Set market value
When using Set market value, configure the Operator (e.g. Market minimum, Market median, Market mode) and select which competitors to include. You can add all competitors or pick specific ones.
Set market value — choose an operator and select competitors
Set AI optimal price
When using Set AI optimal price, choose one of four optimisation strategies:
Set AI optimal price — four optimisation strategies
Optimisation strategy | What it targets |
Optimal price for revenue | Maximises total revenue |
Optimal price for profit | Maximises gross profit margin |
Optimal discount revenue | Finds the best discount to drive revenue |
Optimal discount profit | Finds the best discount to protect profit |
6. Build out your flow
With Conditions and Pricing actions in place, connect them by linking the output dots on each node. Outputs are labelled When matched / If not matched on Conditions, and On success on Pricing actions.
A typical flow for competitor-aware pricing looks like this:
Example workflow — Entry point → Conditions → branching Pricing actions
In this example:
Products with competitor prices are routed to a "Set price -2% lower" action, which then checks a second condition before applying either a competitor median price or keeping the -2% offset.
Products without competitor prices fall through the unmatched path — you can leave it unconnected or add a fallback Pricing action (e.g. AI optimisation).
⚠️ Products that reach a path with no connected block will not receive a price suggestion for that cycle. Always add a fallback action to the If not matched path if you want full coverage.
7. Save and activate
Click Save in the bottom-right corner of the canvas. You return to the strategy builder.
Configure the remaining tabs as needed:
Schedule — set start/end dates and repricing frequency
Rounding rules — account-level rounding (e.g. prices ending in .99)
Safeguards — account-level price floors and ceilings
Pricing groups — synchronise prices across related products
Click Create pricing strategy to activate, or Save as draft to return later.
💡Use Save as draft when building a complex workflow — it lets you review price suggestions and adjust the flow before going live.
✅ Best practices
Start simple. Build a one-condition flow first, review the product counts and price suggestions, then add more branches.
Name every node clearly. Labels like "Has competitor prices YES" make complex flows easy to read and audit later.
Check product counts on each node to confirm conditions are splitting the catalogue as expected.
Add a fallback to the If not matched path so no products are left without a pricing rule.
Combine Conditions + AI pricing for maximum coverage: route products with competitor data to market-based rules, and those without to AI optimisation.
Use manual approval for the first few repricing cycles before switching to auto-approve.