Creating a Workflow
When you're ready to build your first workflow, follow the steps in this guide.
Note: If you're looking for a detailed breakdown of what each node does (e.g. AI for Contacts, Filters, Salesforce, etc.) — check the Workflow Nodes doc.
Step 1: Create a Workflow
Go to the Workflows, and click “Create Workflow”.
Choose name and type for workflow. Keep the name descriptive — for example, “Sync New Accounts to Salesforce” — so it's clear what the workflow is doing.
Click "Create Workflow" and you’ll be dropped into a blank canvas where your automation begins to take shape.
Step 2: Choose Records
Start by defining which records your workflow will use. This is done with the Source Node, which serves as the entry point for every workflow and cannot be deleted. It determines the exact set of records that will flow through your logic—so it's crucial to get this step right to ensure that everything downstream works as intended.
Think of it as your data filter: you're telling the workflow “only run for these specific records.”
Pick a View
You need to pick either an existing view, or create a custom view for this specific workflow. To do that, click on the Source Node. After you select a View inside a workflow, it becomes the input that every following node operates on.
If you don’t have any views yet, go to the Views tab to create one. You can use this doc to get more information.
What is a Custom View?
Custom view is edited directly inside the workflow.
Here’s what you should know about Custom Views:
They behave exactly like saved views, but only exist inside that specific workflow
You can edit filters directly within the View node
They won’t show up under your main Views tab, and they’re not reusable
Use custom views when you're building something workflow-specific and don’t need to use the same filter logic anywhere else.
After you chose a type of view, click "Save"
Your workflow will now only run on records that match the filters in the selected view.
Step 3: Define Actions
Next, click the “Empty Node” below the Source Node to add your first action.
You’ll see two categories. You can read more about each node in a dedicated doc:
Destinations — tools you can send data to
Transformations — enhancements you can apply
AI for Contacts
Step 4: Run your Workflow
Click "Run > Run once" button, to run the workflow on your dataset.
Step 5: Automate Workflow
If you want to run this workflow on a schedule (daily, weekly, etc.) or on a triggered basis, you can set up this automation by clicking Source Node. More details in this doc.
Last updated