> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/2026_create-your-workflow.md).
# 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 **N**ame 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.
8. 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
2. Drag and drop the **Flow action** from the left frame onto the flow builder screen board in the centre of the screen.
3. Click **Configure**.
4. 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.
5. 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
6. Click **Configure**.
7. 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.**
8. 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.
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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.
17. Check your inbox to confirm you received the email along with the message.
