Create a workflow

Create a workflow from scratch, with AI, or from a template.

You can create a workflow in 3 ways:

• Start from scratch

• Start with AI

• Start from a template

Choose the option that gives you the right amount of guidance.

Create a workflow from scratch

Use this option when you already know the process you want to build:

1. Click New

2. Select New flow

3. Click Continue

Create a workflow from a template

Use a template when you want to move faster.

Templates give you a ready-made structure that you can customize.

1

Open the template library

Click Community.

2

Browse templates

Select a template by workflow type or business use case.

Browse categories such as Marketing, Administration, and HR/Hiring.

3

Review the template

Click the template card to open its details.

4

Clone it to your workspace

On the template page, you can:

• review the description

• copy the link

• clone it to your workspace

Click Clone to workspace.

The workflow is copied into your workspace. You can edit it before using it.

Create a workflow by importing a JSON file

Use this option when you already have a workflow file exported from an earlier workflow.

1

Click Create

Click New.

2

Select Import from JSON

Select the option to import a workflow from a JSON file.

3

Upload your file

Choose the exported JSON file from your computer.

4

Review and continue

After the file is uploaded, the workflow opens in the builder.

You can review it, update it, and use it as a new starting point.

Use import when you want to reuse an existing workflow without rebuilding it from scratch.

Tips

• Start with a template if you want results quickly.

• Start from scratch if your process is unique.

• Use import when you want to reuse an existing workflow structure.

• Keep the workflow as Draft until you finish testing.

Next steps

• Learn how workflows work in Overview.

• Learn how to manage a workflow.