What Are Workflows?

Workflows are multi-step automated pipelines that chain tasks together in sequence. They let you orchestrate complex processes where one task’s completion triggers the next.

Creating Your First Workflow

  1. Navigate to Workflows in the sidebar
  2. Click ”+ New Workflow”
  3. Give it a name (e.g., “Client Report Pipeline”)
  4. You’ll enter the visual workflow builder

The Visual Builder

The drag-and-drop builder shows your workflow as a series of connected nodes:

  • Start node — Where the workflow begins
  • Task nodes — Each step in the pipeline
  • End node — Where the workflow completes

Adding Steps

  1. Click ”+ Add Step” or drag a new node onto the canvas
  2. Configure the step:
    • Task — Which task to execute
    • Assignee — Who handles this step (human or AI)
    • Trigger type — How this step is triggered
  3. Connect steps by dragging lines between nodes

Connecting Steps

Steps are connected in sequence. Draw a line from one step’s output to the next step’s input. This defines the execution order.

A Simple Example

Client Onboarding Workflow:

  1. ➡️ Receive client info (Manual trigger, Human)
  2. ➡️ Set up account (Auto on completion, AI Agent)
  3. ➡️ Send welcome email (Auto on completion, AI Agent)
  4. ➡️ Schedule intro call (Auto on completion, Human)

Saving and Activating

  1. Click Save to save your workflow as a draft
  2. Click Activate to make it available for execution
  3. Trigger the workflow manually or set up automatic triggers

Tip: Start simple. Build a 2-3 step workflow first, verify it works, then expand with more steps and conditional logic.