Your First Workflow

Create a simple workflow that sends a notification - learn the basics in 5 minutes

Let's create a simple workflow together. We'll build an automation that sends a notification when triggered manually - a great way to learn the basics.

What We'll Build

A workflow that:

  1. Starts when you click "Run"
  2. Sends you a notification with a custom message

Create a New Workflow

  1. Click Workflows in the sidebar
  2. Click the Create Workflow button in the top right
Create Workflow button
  1. A dialog will appear asking for a name and description
    • Name: "My First Workflow"
    • Description: "A simple test workflow that sends a notification"
  2. Click Save

screenshot of the workflow onboarding modal with name and description fields

You'll be taken to the workflow editor.

Explore the Editor

The workflow editor has three main areas:

screenshot of /dashboard/workflows/[workflow]/edit showing the full editor layout

  1. Node Library (left panel) - Drag triggers and actions from here
  2. Canvas (center) - Your workflow appears here
  3. Properties (right panel) - Configure the selected item

Add a Trigger

Your workflow needs something to start it. Since we're building a test workflow, we'll use a manual trigger.

  1. In the left panel, find Manual under the Triggers section
  2. Drag it onto the canvas
Node library showing the Manual Trigger option

Add a Notification Action

Now let's add something that happens when the workflow runs.

  1. In the left panel, find Send Notification under Actions
  2. Drag it onto the canvas below the trigger
  3. Connect the trigger to the action by dragging from the trigger's bottom handle to the action's top handle

screenshot showing the connection being made between nodes

  1. Click on the Send Notification node to configure it
  2. In the properties panel, set:
    • *Description: "Hello from my first workflow! This workflow ran successfully."
    • Title: "My First Notification" (optional)
    • Audience: "All users" (will send to all users in the organization)
Send Notification properties panel with fields filled in

Save Your Workflow

  1. Click the Save button in the top right corner
Save button in the editor toolbar

Your workflow is now saved and ready to test.

Run Your Workflow

  1. Go to the 'Runs' tab and click the 'Run' button
Run button in the editor toolbar
  1. A dialog will appear, click 'Run Workflow'

Run workflow dialog

  1. You should see a success message indicating the workflow has started

Check the Results

  1. Click Notifications in the sidebar
  2. You should see your notification: "Hello from my first workflow!"

Notifications list showing the new notification

  1. Go back to Workflows and click on your workflow
  2. Click the Runs tab to see your workflow execution history

Workflow run history list

  1. Click on a run to see the details of each step

Workflow run details showing step execution

Congratulations!

You've just created and run your first workflow! While this was a simple example, you've learned the fundamentals:

  • How to create a new workflow
  • How to use the visual editor
  • How to add and connect triggers and actions
  • How to configure step properties
  • How to run and monitor workflows

What's Next?

On this page