Create WorkFlow from Scratch
Before starting from scratch, you can checkout our template store
If you cannot find a suited template, you can simply create a new one without any code!
Guide
1. Navigate to your workflows
Visit our workflows page (opens in a new tab). And Start by creating a new Workflow.
2. Prepare Input
At first you have to configure the input of your workflow. Most workflows will require the person that wants to run it later, to input some information.
You can add as many input fields as you need and define their types, names and question.
The Type: Defines what input the user later will get to fill-in the input. - Yes or No - Number - Text - Documents - Images
The Name: Is only used by you to mention the input in steps within the tasks for the AI to reference it.
The Question: Visible to both the User and the AI, to understand what information should be filled into the field upon executing the workflow.
3. Add New Steps & General Setup
Add a new Step to your workflow.
- Decide on the format this steps output should be on. By default we suggest to use Text, but json can be sensible if you want to send your results to your own webhooks.
- Decide if the workflow should continue automatically after the step is complete or if it should wait for the humans approval.
- Pick an action the AI should have access to within this step. If the step is around the AI having to -think- about something, the most sensible action is Write Text.
4. Define the Task for the step
Write in natural language what that steps task is. Describe as accurately as possible what you want to do.
Mentioning
You can mention the output of a former step, or the input values by typing a "/".
Send the email to /email-address
Email Content: /Step 1: Create Email Content
5. Add a Quality Assurance Prompt (Optionally)
If you want to add an automatic quality assurance prompt, add the qa for the step and describe exactly what the step should have done and what the output should look like.
If the Quality assurance fails, it automatically stops the execution of any further steps.
5. Configure Outputs & Webhooks (Optionally)
Optionally you can configure the output values that will be sent to your webhooks. To read more about this, follow the guide here.
