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This process assumes the meeting data is already configured and saved in the On Start 1 node.
1

Start the Execution

  1. Click the Start Button: Select the blue Start button on the canvas
  2. Execution & Pause: The On Start 1 node loads the saved meeting data, and the workflow instantly pauses at the Human Step 1 node, awaiting manager approval
2

Await and Provide Human Approval

The key step is completing the review via email to trigger the rest of the automation.
  1. Check Email: The approval request, containing the data loaded from On Start 1, is sent to the contact person (your-email@example.com)
  2. Approve the Request: Open that email and reply to approve, which continues the workflow on the Approved branch
The workflow will remain paused until the person replies. The Human Step node reads their reply and continues on the matching outcome branch.
3

Final Steps: AI and Handoff

Once the manager approves at the Human Step 1 node, the automation completes the remaining steps:
  • Ask AI 1 Execution: The AI generates the concise summary of the data
  • App Action 1 Execution: The final node runs, drafting and sending the professional HR handoff email to the designated recipient (your-email@example.com)
4

Verify the Outcome

  1. Check Recipient Inbox: Verify the successful delivery and content of the final HR handoff email
  2. View Execution History: Use the Execution History to confirm that all four nodes ran successfully
If all nodes show as completed in the Execution History, your workflow has run successfully!