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A workflow automates one process from start to finish: a trigger, then the steps that run after it.

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1. Open Workflows

Click Workflows in the left sidebar. You will see a grid of your workflows.

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2. Start the creation process

Click the + Workflow button in the toolbar. If you have no workflows yet, click Start from scratch in the middle of the screen instead.

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3. Complete the “Add Workflow” form

A pop-up window will appear with one field:
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Enter a unique and descriptive name for your workflow (e.g., Return Cost Analysis Alert, Approval for Large Orders, Invoice Processor). At least 2 characters.
Click the Add workflow button to confirm and create the new workflow.
You can rename the workflow later with Edit in its row menu on the Workflows list.

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4. Workflow created

Once successfully created, the screen will transition to the new workflow’s canvas, on the Create New Workflow screen.
Your new workflow starts with an empty canvas. The next step is to define your workflow by adding your first node.