Step-by-step Guide to Creating Workflows

1. Start a New Workflow
   • Navigate to the AI Workflows dashboard
   • Click on “Create New Workflow” or the “Workflow Builder” button
   • A modal will appear with the following options: a. Choose from existing templates b. Select from your saved templates c. Start from scratch
   If you choose to use a template:
   • Select the desired template
   • The workflow canvas will open with pre-configured nodes based on the template
   • Customize the nodes and connections as needed
   If you choose to start from scratch:
   • The workflow canvas will open with an initial Trigger node already placed
   • This Trigger node is the starting point of your workflow
2. Name Your Workflow
   • Give your workflow a descriptive name to easily identify it later
3. Configure the Trigger Node
   • Click on the initial Trigger node to open its settings
   • Choose the type of trigger (e.g., manual, webhook, scheduled)
   • Configure the trigger settings based on your selection
4. Add Processing Nodes
   • Drag and drop additional nodes from the node palette onto the canvas
   • Connect the Trigger node to your first processing node
   • Continue adding and connecting nodes to build your workflow logic
5. Configure Node Settings
   • Click on each node to open its settings panel
   • Set parameters, input data sources, and output destinations
   • Use dynamic data tags (e.g., [[field_name] from node-id]) to pass data between nodes
6. Add Output Nodes
   • Determine how you want to use or store the workflow results
   • Add appropriate output nodes
7. Test Your Workflow
   • Use the “Execute Workflow” button to run your workflow with sample data
   • Review the results at each node and adjust as necessary
8. Save and Activate
   • Click the “Save” button to store your workflow
   • Toggle the workflow status to “Active” when it’s ready to use

Remember, whether you start from a template or from scratch, you have the flexibility to modify and expand your workflow as needed. The initial Trigger node serves as the foundation, and you can build upon it to create simple or complex automations tailored to your specific requirements.