Get Started from the Workflows Landing Page

When you first open Automation > Workflows, the landing page gives you several quick ways to start, plus short learning resources.

Ways to begin

• Describe it to AI: type what you want in the "What do you want to automate?" box, for example "When a form is submitted, text the lead, wait 5 minutes, then create a call task if there is no reply." The AI Builder drafts the workflow for you.
• Browse templates: the page highlights templates and examples chosen to fit the business type you selected during onboarding, so the ideas feel relevant.
• Create Workflow: use the dropdown to start from a recipe, template, or from scratch.

Learn without leaving the page

A learning section includes short videos on introduction to Workflows, templates, building from scratch, and settings with logs. Scroll to a template and launch it, or watch a clip right on the page.

Drag and drop steps

Inside the builder you can add steps faster by dragging them.

1. Open the Triggers or Actions sidebar.
2. Click and hold an item, then drag it onto the canvas.
3. Hover over a + marker or the gap between steps until the placeholder highlights.
4. Drop it, configure it, and save.

If you leave the workflow before saving, the dropped step is not kept.

Good to know: If the AI prompt box is missing, the AI Builder may be switched off for your account; ask your administrator to enable it in settings.