Workflow Overview for New Users

Here's a clear and friendly overview and step-by-step guide for a new user who is just getting started with workflows.

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Workflows help you automate tasks so you don't have to do them manually every time.

For example:

• When someone places an order → Send them a thank-you message
• When a date arrives → Send a reminder email
• When something changes in your system → Trigger a notification

Workflows save time, reduce errors, and keep your process smooth.

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Step-by-step guide to using Workflows

Step 1: Go to the workflows page

• From your dashboard, click "Workflows"
• You'll see two tabs: Workflows and Templates

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Step 2: Understand the tabs

Workflows Tab

• This is where all the workflows you've created are listed.
• You'll see:
  • Name – The title of your workflow
  • Based On – What event or trigger starts it (e.g., "vehicle_orders" or "moments")
  • Published – If it's turned on (Yes/No)
  • Allow Re-Runs – if you want to reuse the workflow

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Step 3: Create a new Workflow

• Go to Workflows Open the Workflows section in your dashboard.
• Click "Add" Start a new workflow from the listing page.
• Set the Trigger
  • Click the Start block.
  • In the modal, choose a trigger type (e.g., Form submissions, Orders).
  • Add any conditions if needed.
  • Click Apply.
• Build the Flow
  • Add or modify steps like Wait, Send Email, etc.
• Save the Workflow Click "Save Workflow" at the bottom right.

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Step 4: Finalize and turn It on

• Review everything
• If you're happy with it, Publish the workflow
• Choose whether you want it to run more than once for the same action (turn on "Allow Re-Runs" if yes)