# Creating a Workflow

When you're ready to build your first [workflow](/account-intelligence/workflows.md), 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](/account-intelligence/workflows/nodes.md) doc.

## Step 1: Create a Workflow

Go to the **Workflows,** and click **“Create Workflow”**.

<figure><img src="/files/smf4cioiUdF7SKitSrvh" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/35W83bIpYA02p19sVc6K" alt=""><figcaption></figcaption></figure>

Click "Create Workflow" and you’ll be dropped into a blank canvas where your automation begins to take shape.

<figure><img src="/files/lzcY2iuH856zzLM74U8H" alt=""><figcaption></figcaption></figure>

### 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](/account-intelligence/views/create-a-new-view.md) to get more information.

<figure><img src="/files/38uEcez4nKgDSNQcNaMd" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="/files/2ZEYwWc9dPG1UmSy83Kp" alt=""><figcaption></figcaption></figure>

***

* After you chose a type of view, click **"Save"**

<figure><img src="/files/10myhJydIHfOlbFu3tZf" alt=""><figcaption></figcaption></figure>

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
  * [Salesforce](/account-intelligence/workflows/nodes/destinations/salesforce.md)
  * [HubSpot](/account-intelligence/workflows/nodes/destinations/hubspot.md)
  * [Outreach](/account-intelligence/workflows/nodes/destinations/outreach.md)
  * [StackAdapt](/account-intelligence/workflows/nodes/destinations/stackadapt.md)
  * [Salesloft](/account-intelligence/workflows/nodes/destinations/salesloft.md)
  * [LinkedIn](broken://pages/jLir3MxcBadRGfKcWaNM)
  * [Pardot](/account-intelligence/workflows/nodes/destinations/pardot.md)
  * [Webhook](/account-intelligence/workflows/nodes/destinations/webhook.md)
  * [Apollo](/account-intelligence/workflows/nodes/destinations/apollo.md)
  * [Slack](/account-intelligence/workflows/nodes/destinations/slack.md)
  * [Ad networks: LinkedIn Ads, Facebook (Meta) Ads, Google Ads ](/account-intelligence/workflows/nodes/destinations/ad-networks-linkedin-google-facebook-meta.md)
* **Transformations** — enhancements you can apply
  * [AI](/account-intelligence/workflows/nodes/transformations/ai-for-accounts.md)
  * AI for Contacts
  * [Contact Discovery](/account-intelligence/workflows/nodes/transformations/contact-discovery.md)
  * [Contact Enrichment](/account-intelligence/workflows/nodes/transformations/contact-enrichment.md)
  * [Email Sequence](broken://pages/iLoEjaJ5iZDDEntQlpaI)
* **Logic** - logic you can apply
  * [Branching](/account-intelligence/workflows/nodes/logic/branching.md)
  * [Filter](/account-intelligence/workflows/nodes/logic/condition.md)

<figure><img src="/files/mQgH4vTpiboebN5GiI1O" alt=""><figcaption></figcaption></figure>

### 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](/account-intelligence/workflows/recurring-workflow-runs.md).


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