> 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/create-your-workflow.md).

# Create your workflow

Learn to automate a simple workflow

## Introduction

DBSync Cloud Workflow lets you build automated integrations that connect applications, transform data, and run business processes without manual intervention. This page walks you through creating a project, configuring a task, and running a workflow that delivers a weekly sales report by email.

***

### Create a project <a href="#createaproject" id="createaproject"></a>

{% stepper %}
{% step %}
On the **Home** page, click **Project**.
{% endstep %}

{% step %}
Click **Create**.
{% endstep %}

{% step %}
Enter a name for your project and click **Next**.
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fnel46egPeDuBI8MqW93Q%2Fimage.png?alt=media&amp;token=3b02860d-c7e7-4fb7-b5ce-76fe6b8910ab" alt=""><figcaption></figcaption></figure></div>

***

### Create a task <a href="#createatask" id="createatask"></a>

Each project contains one or more tasks. After you create a project, the **Task** screen opens automatically.

{% stepper %}
{% step %}
In the **Automated Tasks** tab, click **Create**.
{% endstep %}

{% step %}
Enter a name for the task. For example, enter `Weekly Sales Report`, then press **Enter**.
{% endstep %}

{% step %}
Under **Agent**, click **Select Automation Agent** and select **Integration Bot**.
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FLpOoxWOYRk65HQ21Y0qF%2Fimage.png?alt=media&amp;token=cfa831ec-80cb-4071-a384-3ebc5932324c" alt=""><figcaption></figcaption></figure></div>

***

### Configure the workflow <a href="#configuretheworkflow" id="configuretheworkflow"></a>

{% stepper %}
{% step %}
Click **Configure**. The Flow page opens.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FxR8OA8HvughE014gtWDZ%2Fcw13.JPG?alt=media&amp;token=6b422b95-54eb-4ed5-9843-2bf94eb011d8" alt=""><figcaption><p>Task Screen</p></figcaption></figure></div>
{% endstep %}

{% step %}
Drag the **Flow** icon onto the task board and click **Configure**.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FPjsPPZgMIo7EP80wO8NJ%2Fcw14.png?alt=media&amp;token=5ae393c3-dc13-4290-8f3c-a3c431c16f3f" alt=""><figcaption><p>Create a Flow</p></figcaption></figure></div>
{% endstep %}

{% step %}
Enter a short description to identify this flow, then click **Save**.
{% endstep %}

{% step %}
Click the **Expand** icon to expand the task board.
{% endstep %}

{% step %}
Drag the **Email** icon from the left panel onto the task board, then click **Configure**.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FzbHOqNk1qke9xpUEQvhW%2Fcw15.png?alt=media&amp;token=03f79e69-da9f-4803-97fe-c38934f31194" alt=""><figcaption><p>Email Configuration</p></figcaption></figure></div>
{% endstep %}

{% step %}
Fill in the following fields and click **Save**:

* **Email sender**
* **Email receiver**
* **Email subject**
* **Message** (optional additional details)<br>

  <div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FeaWHPItgVcl7XcuvwTTz%2Fimage.png?alt=media&amp;token=6ae0b741-4b26-4ca3-888e-90b875481b6f" alt=""><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}
Click the **Expand** icon ![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F9cNa17Utot1Ko6gRbZ5x%2Fimage.png?alt=media\&token=e1f284d5-8fad-4c40-acde-810f40f27c28) to minimize the task board.
{% endstep %}
{% endstepper %}

***

### Run and verify the workflow <a href="#runandverifytheworkflow" id="runandverifytheworkflow"></a>

{% stepper %}
{% step %}
Click the **Play** icon ![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FDJugmNrrBvJ6EoMvsxtS%2Fimage.png?alt=media\&token=e23c529e-3dd8-4366-bf48-5c54ad3f352c) to run the integration. A console screen appears and displays logs and operations as the workflow runs.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FH4823uy4SUjTWX63pj6j%2Fimage.png?alt=media&amp;token=ce4977e6-b208-44f0-a3d3-83c802d29fc8" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
When the run completes, the console displays **Process completed** along with the **Data in** and **Data out** counts.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F5OqjRDA4BFdHFmgfBVtH%2Fimage.png?alt=media&amp;token=04b6f223-7362-45b9-b7cb-a8ee3b11844c" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
A status of **Process completed** in the console confirms the workflow ran without errors.
{% endhint %}
{% endstep %}

{% step %}
Open your email inbox and confirm that the message arrived.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FIFblkZjMAREbwmz1NmGx%2Fimage.png?alt=media&amp;token=546d5283-a4d1-46e7-af97-a4cd0851c850" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The email arrives automatically when the integration completes.
{% endhint %}

***

### What's next <a href="#whatsnext" id="whatsnext"></a>

* [Actions](/cloud-workflow/create-your-workflow/actions.md) to add SQL queries, API calls, and other data-handling steps to your workflows.
* [Schedule](/cloud-workflow/create-your-workflow/flow-management/schedule.md) to run on a recurring basis without manual intervention.
