2026_Create Your Workflow

Learn to automate a simple workflow

Introduction

This section guides you how to create automated workflows that connect your business systems, move and transform data, and perform routine tasks without manual effort. You’ll be guided step-by-step through the workflow creation process - from setting up a project to configuring task logic and running your automation.

You’ll learn how to:

• Create and organize projects and tasks that define what you want to automate.

• Use the visual Flow Builder to design logical sequences of actions such as data queries, transformations, notifications, and integrations with other systems.

• Add and configure actions (like sending emails, running SQL, calling APIs, or updating records) to build meaningful automation steps.

• Integrate with external applications or systems to automate cross-application processes - for example, synchronizing records between your CRM and ERP.

Create your workflow

1. From the Home Page, navigate to the Project tab.

   

   Home Page
2. Click Create to create a new project.

   

   Project tab
3. Provide a Name for your project.

   

   Create a Project
4. Click Next. You will be directed to the Automation tab.

5. Click Create to create a new Automated Task.

6. Add a name to create a task process. For eg: Weekly Sales Report. Click Enter.

   
7. Click Select Automation Agent under the Agent column to see the list of options.

1. Select Integration Bot to automate the weekly sales report emailer based on the configurations enabled for this automated process.

The following steps explain how to configure this automated process.

Configure Automated Process

1. Click Configure in the Automated task screens to be directed to the Flow (Builder) page.

Flow Builder Page

1. Drag and drop the Flow action from the left frame onto the flow builder screen board in the centre of the screen.

1. Click Configure.

2. Provide a short description of the flow for easy identification and click Save.

Create a Flow

The system generates a Flow Saved message.

Note: Click the Expand icon at the top of the middle frame to expand/minimize the flow builder screen.

1. Drag and drop the Email action from the left panel on top of Flow, so the Email action is placed hierarchically under Flow action.Email Configuration

   
2. Click Configure.

3. Compose the Email. Enter the relevant details, such as From (email sender), To (email receiver), Subject and Message (if any) in the fields as shown below, and click Save.

   
4. The workflow is ready to Run. Click Run to initiate the process.

The console screen will pop-up in the lower part of the screen showing the logs and operations.

Once the process is successfully completed, the console screen will reflect the status as Process Completed and details of Data In and Data Out will be displayed.

Run the Integration

Console

You will receive an email once the integration completes.

1. Check your inbox to confirm you received the email along with the message.

Email Sample