Create a workflow

Start with one sentence in plain words: "When an invoice is overdue, send the client a friendly reminder." The first half is the starting point. The second half is the first step.

Most people start from a template. See Start from a template. When none fits, build your own here.

Describe it with AICopy Anchor Link

1. Open Automations › Workflows and select Create.
2. Select Describe it.
3. Say what should start the workflow and what should happen, for example "When an invoice is 3 days overdue, send the client a friendly reminder".
4. Read the draft AI opens in the builder, then test it.

If AI stops partway, its message says what was saved and what wasn't. Nothing runs until you publish.

Start from scratchCopy Anchor Link

1. Open Automations › Workflows, select Create, then Start from scratch.
2. Select Choose what starts it. Search, or browse by area, such as Forms, Scheduling or Invoices & payments.
3. Pick the starting point and fill in its settings, such as which form or booking page. Leave a setting empty to include every one.
4. Select the + below it and pick a step, such as Send email, Create a task or Send my booking link.
5. Fill in the step's settings. You pick forms, teammates and templates from lists.
6. Add more steps the same way, then select Test.

Your changes save as you go. A step with something missing shows Needs setup.

You're done when the builder shows your starting point and steps with nothing marked Needs setup, ready to test and publish.

Example: remind a client about an overdue invoiceCopy Anchor Link

1. Starting point: Invoice overdue. It starts the day an unpaid invoice passes its due date, once per invoice.
2. Step: Send email. Set the recipient to the client, then write a friendly subject and message. Type / to insert the client's name and invoice number.
3. Step: Wait for time, set to 3 days.
4. Step: Create a task for yourself: "Call the client about their invoice".

Test it with a real overdue invoice, read the email, then publish.

Keep the first version smallCopy Anchor Link

A workflow with one starting point and one or two steps is easy to test and easy to trust. Add waits, paths or more steps one at a time, and test after each change. Give it a name that says what it does, such as Remind clients about overdue invoices.

Build with Agiled AICopy Anchor Link

1. In the workflow builder, select Build with AI.
2. Describe what should happen, such as "When an invoice is paid, send a thank-you email and create a kickoff task".
3. The trigger and steps appear on the canvas as a draft. Select Keep, then check and publish it.

Good to knowCopy Anchor Link

• Choose the narrowest starting point. "Form submitted" for your inquiry form is better than "New contact added". Some starting points have Only when… to run only when a certain field changes.
• To switch later, select the starting point and choose Change what starts this workflow.
• Send email sends from the workflow owner's connected mailbox, and the step shows which one. Without a mailbox, paid plans send from your workspace address. During your trial, a connected mailbox is required. See Connect a mailbox.
• Steps can only use details that exist at that point. A step that uses a contact created by an earlier step must come after it.

RelatedCopy Anchor Link

• Use the builder
• Split into paths
• Wait before the next step