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”, there is an option to either create a workflow manually or 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 choose the trigger activity from the 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/59w1qpo5mfzfd8sw0ocvo chat message this trigger allows actions to run when a user sends a message in the chat interface it is commonly used for building bots, executing workflows through text commands, retrieving information on demand, or triggering processes via employee or customer interactions 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 app event in this case, it refers to using one of our existing connectors you can find additional explanations for each one under the 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/xya2vlcyxy1axorm5hq6v 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/or3zahoy4gulhapaohjag https //app archbee com/docs/ixqqblwfxopjg0nave78y/dzdiy1vhqjdw kzcggmwn https //app archbee com/docs/ixqqblwfxopjg0nave78y/cyw13 0nzzqqapxcicu2p https //app archbee com/docs/ixqqblwfxopjg0nave78y/d7ajlbhjh fzy1mcl0cxb 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/3nsknswrx5urhesrj0d4u 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/iddu icv6ahcuko tyicl 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/4s9fvgvlfs4cbd6eepi94#i47y8 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 3 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/ycdmxhmvfcwesvtyflkox#khybhw 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 https //app archbee com/docs/ixqqblwfxopjg0nave78y/ycdmxhmvfcwesvtyflkox 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