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.

3 workflow starters