Create a new workflow
Workflows run data through a chain of actions, which can accomplish a broad variety of use cases.
Overview
Workflows can accomplish a broad variety of use cases. Such use cases include:
- Querying data from an external API resource
- Building a Slack message poller
- Automating invoice processing
Basics
To create a new workflow, press the Create button at the top of the left-hand sidebar and select the Create a new workflow option. This will open a new modal that will begin with asking you to give the workflow a name and optionally select a folder in the workspace for it. By default, new workflows will be placed at the root of the workspace.
The modal leads you you through a 3-step wizard that allows you to configure your workflow according to what you need the workflow to do.
Workflow types
Every workflow has a type, which also can be thought of as the trigger of the workflow. The types are:
- Subscribe to changes: run the workflow on changes to the selected data source.
- Periodic: run the workflow each time at regularly spaced intervals. This can be defined either from a set of intervals (e.g. every monday at 10) or using a cron-based syntax (e.g. */5 * * * * [every five minutes]).
- Sandbox: an isolated copy of data that can be rerun on demand.
- Live automation: a legacy workflow type that is no longer in use.