Create Workflow

having a streamlined workflow can save you time and increase productivity in this guide, we’ll walk you through the essential steps for creating a workflow that works for you there are 3 steps to creating a workflow build your workflow test your workflow activate your workflow so, let’s get started! step 1 build your workflow create a workflow on the sidebar, click on the “workflows” option press on the “new workflow” button located at the top bar after clicking “new workflow”, choose one of those two options create create a workflow manually import import an existing workflow saved as a json file choose a trigger follow the instructions above to create a new workflow click “add first step…” to choose a trigger that will start the process app event in the what's trigger your flow activity block presented to you, select the software you want to use for your trigger you can select the software by either clicking on one of the icons presented to you, or by filtering the requested software and selecting the requested option you can also filter the trigger activities directly you can choose the trigger activity from other available options manually this trigger allows actions that are initiated directly by a user clicking a button schedule this trigger supports actions that run automatically based on time webhook this trigger enables actions that are executed when an external system sends an http request for more information about webhooks https //help engini ai/webhooks#webhook trigger mcp tool trigger allows you to initiate an automated workflow by passing structured data into your system it functions as the starting point (or entry node) for complex data integrations, letting you define exactly what information the workflow expects to receive learn more about the mcp tool trigger https //help engini ai/mcp connector#mcp tool trigger fill in the requested fields you can find the complete guide for each type of trigger activity in the application category according to the desired app add your actions click on the “+” button to add an action activity block select the type of activity you want to use for your action you can review the different options here app action in this case, it refers to using one of our existing connectors you can find additional explanations for each one under the apps https //help engini ai/apps section ai agents includes ai powered actions that allow you to analyze text, extract information, generate responses, classify data, summarize content, or make intelligent decisions within the workflow for more information click ai agents https //help engini ai/ai agent core provides fundamental system level actions such as sending http requests, handling data operations, interacting with internal services, or performing essential backend tasks needed to support integrations for more information click on one of the next links zip archives https //help engini ai/zip archives http requests https //help engini ai/http requests mcp connector https //help engini ai/mcp connector tables https //help engini ai/build a table flow controls includes logic and control mechanisms inside workflows, such as conditions (if/else), loops, delays, branching, and error handling these actions help manage how and when different parts of the flow execute for more information click flow control https //help engini ai/flow control transform & format contains tools for data manipulation, including parsing, formatting, mapping, converting data types, restructuring json, and preparing data before sending it to another system for more information click transform & format https //help engini ai/transform and format add another trigger allows you to add an additional trigger to the same flow, enabling the workflow to start from multiple different events or entry points for more information click triggers https //help engini ai/create workflow fill in the requested fields you can find the complete guide for each type of action activity in the applications category according to the desired app repeat steps 1 2 to add more actions to learn about each app triggers check apps category name your workflow by default, each new workflow is assigned the name “new workflow” this can be altered via a few simple steps click the “new workflow” phrase located in the top left of the page remove the current name and enter the new name for the workflow it is recommended to give a meaningful name to the workflow save the workflow for more information about the on\off status see the workflow status https //help engini ai/workflow editor guide step 2 test your workflow test your workflow to ensure that all components are functioning correctly for more information about the testing see the workflow editor https //help engini ai/workflow editor guide step 3 activate your workflow your workflow is almost ready to go! engini’s workflows are enabled by default make sure the on/off switch is activated