How to use Workflow Builder
What does it do?
Designs a multi-step automated workflow from your goal: trigger, steps, conditions and error handling.
What you need
What should be automated?, Tools you use.
Steps
- Fill in the fields: What should be automated?, Tools you use.
- Press “Load example” to try ready inputs.
- Press “Run tool”.
- Copy or download the result and adjust it as needed.
What you get
Trigger, steps by app and action, branches, error handling, a diagram and time saved.
Tips for better results
- The plan is a starting point; adapt it to your tools and team.
- Start by automating one repetitive task, then expand.
Requirements
AI tool included in Creator or Studio plans. Your input is sent to the AI service for processing and is not stored in your account.
Top 4 uses
1Stores
Automate orders end to end.
2Marketing
Move leads into the CRM.
3HR
Automate onboarding.
4Accounting
Collect invoices automatically.
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