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How To Run Workflow - Practical Example: Automated HR Meeting Handoff Workflow

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 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 ([email protected])
  2. Approve the Request: Open that email and reply with the required keyword (e.g., just the word “Yes”) to trigger the ‘Yes’ path
The workflow will remain paused until the Human node receives a response matching one of its configured switches.
3

Final Steps: AI and Handoff

Once the Human 1 node receives the “Yes” reply, the automation completes the remaining steps:
  • Ask AI 1 Execution: The AI generates the concise summary of the data
  • Action in App 1 Execution: The final node runs, drafting and sending the professional HR handoff email to the designated recipient ([email protected])
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!