Creating Your First Automation Workflow

The workflow builder is a drag-and-drop canvas where you visually connect triggers, conditions, and actions.

1. Go to your Automations dashboard
2. Click "New Workflow" in the top right
3. Give your workflow a descriptive name (e.g., "New lead welcome email")
4. The visual builder opens with an empty canvas

Every workflow starts with a trigger — the event that kicks off the automation. You can only have one trigger per workflow.

1. From the left panel, drag a trigger onto the canvas — or click the "Add Trigger" button
2. In the right panel, select your trigger type (Schedule, Webhook, Form Submission, Email, or API Call)
3. Configure the trigger settings (e.g., select a form, set a schedule, paste a webhook URL)
4. Click "Test Trigger" to send a sample payload and verify it works

Conditions filter when your workflow runs. If you want the automation to fire for every trigger event, skip this step.

1. Below the trigger step, click "Add Condition"
2. Select the field to check from the trigger data
3. Choose an operator (equals, contains, greater than, etc.)
4. Enter the comparison value
5. Add more conditions with AND or OR if needed

Actions are what your workflow does when the trigger fires and conditions pass. You can chain multiple actions together — they run in order from top to bottom.

1. Click "Add Action" below your conditions (or trigger)
2. Choose an action type from the left panel
3. Configure the action in the right panel — use {{variable}} syntax to insert data from the trigger
4. Add more actions as needed — drag to reorder them

Before activating, run a test to make sure every step works as expected. Test mode runs the full workflow but does not execute real actions (no emails sent, no Slack messages posted).

1. Click "Test Workflow" in the top toolbar
2. A test payload is sent through the workflow
3. Each step is highlighted green (pass) or red (fail) as the test runs
4. Click on any step to see what data it received and what it would have done
5. Fix any issues before proceeding

Once you are satisfied with the test results, activate the workflow to make it live. From this point, the workflow will run automatically whenever the trigger fires.

1. Click the "Activate" toggle in the top toolbar
2. The workflow status changes from Draft to Active
3. Monitor early runs in the Execution Log tab to confirm everything is working
4. You can pause or deactivate the workflow at any time without losing your configuration