Run your first workflow in 5 mins

This guide will help you through running your very first workflow in under 5 minutes.

๐ŸŽฌ How to run your first workflow in 5 mins#

โœ… Selecting a workflow#

When you first log in, you will see that a workflow called "Your first workflow". Click on that card to enter the workflow.

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โœ… Take a look around the workflow#

On the canvas you will see three components connected together: a form, conditional logic, and email.

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Click into the form component and take a read of the content. The form component collects data, which is then passed onto the components its connected to - in this case, the conditional logic and email.

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Click into the conditional logic component and take a read of the content. You can see the data placeholders from the form on the right hand side.

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Click into the email component and take a read of the content.

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You can see the placeholders from the form and conditional logic on the right hand side. You can also see how these placeholders are being used to configure this email template.

โœ… Publishing the workflow#

Click "Publish" to deploy a version of the workflow into a live state.

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A window will appear summarizing the change that will be made - what version is currently in draft, and what version is currently in production. Click "Confirm" to confirm to deploy the draft version into production.

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Once the workflow has been published you will see a summary of the deployment. Click done to return to the canvas.

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โœ… Running your workflow#

Your workflow is now ready to run! Click the "Start" button to launch the workflow.

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A form (the starting point in this workflow) will open in a new tab.

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Now all you need to do is complete the form. The form itself acts as an onboarding workflow, going through the main aspects of Workflow86 and everything you need to know to get started. Once you reach the end, click submit. This will then progress the workflow to the next step - the conditional logic and the email.

โœ… Checking the outputs#

Check your email for the results. You can see that all the information you typed into the form has been merged into the email, as well as the result of the conditional logic.

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Navigate back to the canvas and click "logs". The logs are a record of every time a workflow is run, capturing every stage of the workflow and all the data that is passed through every component.

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Examine the record for the session that you just ran. You can see all the data associated with that session at each component.

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๐Ÿ‘ You have just run your first workflow!#