⛓️Creating Workflows

The Workflow Feature offers a versatile platform for automating and managing a wide range of tasks with ease. By following the steps outlined, users can effectively set up and execute workflows.

Before creating workflow, you can connect data sources like Google Documents or Sheets from your Google Drive. This is useful for tasks involving documents or data that are updated frequently. This will also work as data dispatchers if you need your Workflow Result in a new Google document or sheet, or update an existing one.

Steps to Creating a Workflow

Drag and drop your nodes onto the Workflow editor.

Choose from Custom Tasks, Macro Blueprints, or API Services based on your needs. Reference this page for more details on each node:

Optional:

Add a Data Source: Connect a Google Document or Sheet if necessary.

For multiple tasks, use the small black square at the right side of each node to connect one node to the next.

Name your node for easier tracking and sorting.

Use the Sorter Node to determine the order of results from different nodes.

Executing a Workflow

  1. After configuring your workflow, click "Create."

  2. Trigger the workflow by selecting "Trigger Now" or set it to run automatically at predetermined intervals (daily, weekly, monthly).

    - By clicking "Trigger Now" you will be prompted to add context or upload a file. Adding context is optional however if you do not have a Document Data Source node, you will need to upload the file you would want the Workflow to process.

Monitor Progress

  1. To view the progress, click on the execution logs button in the upper right corner of the screen.

  2. Expand each node section in the logs to see detailed results.

The execution logs provide a comprehensive overview of the workflow's progress and outcomes. You can view the results dispatched to your specified destinations (Slack, Email, Google Docs).

Additional Features:

Embedding Nodes in Custom Tasks

When you want to write a custom task to be processed in a workflow that will process or refer to a previous node in a workflow, be sure click the checkbox on the node that say "Enable context templates" and refer to the existing node using the following syntax:

{{Node Name}}

For example:

{{Toast_1}}

Recurring Workflows

Automate workflows to run at regular intervals, ideal for tasks involving frequently updated documents or data.

Process CSVs

When processing CSV make sure to click the checkbox within the node that says "Enable context templates"

To direct a node to look at a certain column make use the following syntax: {{seed['Column title']}}

For example:

{{seed['First Name']}}

Share and Clone Workflows!

Sharing Workflows

On the upper right hand side of your Workflow editor board. Click the "Share" icon.

This should generate a window any active share link this current workflow has. If there are no existing links, click "Generate Share Link"

Click the "Copy Icon" when sending simply cmd/ctrl + V or paste to send.

Cloning Workflows

After receiving a Workflow link, Click the link or copy and paste it into your web browser URL bar.

This will generate a copy of the original Workflow. You can either clone the Workflow itself, this will enable you to make edits and changes to the workflow.

You can also trigger a Workflow directly from a Clone Share-Link

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