Create a workflow

Describe the office task you want to automate

Start with a clear event, the apps involved, and the first useful outcome. Workflow Studio will turn that into a draft setup with required connections, AI processing points, safe tests, and activation checks.

Choose a template

Prompt examples

Name the trigger

Say exactly what starts the workflow: a new Gmail message, a daily schedule, an uploaded file, a CRM update, or another event.

Name the apps

Use the real systems whenever you know them: Outlook instead of email, Salesforce instead of CRM, Google Sheets instead of spreadsheet.

Keep the first version focused

Start with one repeatable task. Once it tests cleanly, chain on enrichment, approvals, reporting, or follow-up steps.

AI can be inserted for classification, extraction, field mapping, exception summaries, and plain-English error explanations. Destructive or uncertain actions stay in review.

4 workflow starters

Template Gallery

Pick a starter to review the apps it needs, the setup checklist, the safety checks, and the output it will produce before opening the builder.

All Finance Operations Sales HR Productivity AI Setup

Finance

Invoice Intake and ERP Entry

Extracts invoice fields, validates vendor data, and stages ERP entries for confirmation.

GmailQuickBooksNetSuiteFile Upload

Apps: Gmail, QuickBooks, NetSuite

6h/week

Low

Review Setup Open Builder

Finance

Purchase Order Matching

Matches POs, receipts, and invoices, then flags price, quantity, or vendor mismatches.

QuickBooksNetSuiteGoogle Drive

Apps: QuickBooks, NetSuite, Google Drive

5h/week

Medium

Review Setup Open Builder

Finance

Timesheet Validation Workflow

Checks timesheets for missing entries, overtime issues, and approval gaps.

Google SheetsAirtableSlack

Apps: Google Sheets, Airtable, Slack

4h/week

Low

Review Setup Open Builder

Finance

Expense Receipt Reconciliation

Extracts receipt fields and matches them against expense records and policies.

GmailQuickBooksFile Upload

Apps: Gmail, QuickBooks, File Upload

4h/week

Low

Review Setup Open Builder