Create a New Workflow

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

1. Open Workflows

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

2. Create the workflow

Click the + Workflow button in the toolbar. If you have no workflows yet, click Start from scratch in the middle of the screen instead. CogniAgent creates a workflow called Untitled workflow right away and opens it, with the name in the header ready to type. There is no name dialog: type a descriptive name (for example, Return Cost Analysis Alert, Approval for Large Orders, Invoice Processor) and press Enter.

You can rename the workflow at any time by clicking its name in the editor header, or with Rename in its row menu on the Workflows list.

3. Start building

The new workflow opens on an empty canvas that asks What should this workflow do? You have several ways to begin:

Option	What it does
Describe box and Build it with Concierge	Type what you want to automate. The text goes into the Concierge as a draft. You read it and send it yourself; nothing is sent for you.
Start with a trigger chips	Schedule, App event, Webhook or Manual start. Click one to add that trigger to the canvas and open it for setup.
Templates	A row of ready-made workflows. Click one to preview and install it, or See all templates for the full list.
Start from scratch	Closes this screen and leaves a blank canvas, so you can add steps with Add step.
Import a file	Imports a workflow from a file into this workflow.

The next step is to define your workflow by adding steps. After you install a template, a banner lists what still needs doing under Before turning it on, each with a Fix button that takes you to the step.

​1. Open Workflows

​2. Create the workflow

​3. Start building

1. Open Workflows

2. Create the workflow

3. Start building