# 2026\_Create Your 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.
\
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.
Email Sample
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