1
Define the trigger
Start with the condition or event that launches the workflow.
Workflows
Turn repeated operational logic into controlled automation.
Workflows combine triggers, steps, integrations, and output paths so the platform can respond consistently instead of relying on manual follow-through.
Document These Tasks
- Create a workflow
- Configure step logic
- Connect credentials and data inputs
- Review runs and troubleshoot failures
Workflow Builder
The builder is a visual workspace for assembling automation. Screenshots here should prioritize structure: the canvas, the step list, and the active configuration panel.
Screenshot Placeholder
Recommended capture: Workflow builder canvas
Show a realistic flow with at least a trigger, one action step, and one output or decision point.
Steps and Logic
2
Add action and decision steps
Configure the operations the workflow should perform and any conditional logic that determines the path forward.
3
Connect data and credentials
Use the relevant integrations and authentication profiles needed by each step.
Review Runs and Resolve Problems
Documentation should show users how to validate whether the workflow actually ran as expected, not just how to save the design.
- Review run status after testing or deployment.
- Confirm the expected output was produced.
- Trace failures back to missing inputs, permissions, or credential problems.