Getting Started with Workflows

Step 1: Access the Workflow Builder

1. Navigate to your Indite Dashboard (opens in a new tab)
2. Click Workflows in the sidebar
3. Click Create New Workflow
4. Enter a descriptive name for your workflow (e.g., "Email Notification Workflow")

Step 2: Add a Trigger Block

Every workflow starts with a trigger that initiates the automation:

1. In the Workflow Builder canvas, you'll see the starting point
2. Click to add your first block
3. Select Triggers from the block library
4. Choose a trigger type:
   • Manual - Run on demand
   • Schedule - Run at specific times
   • Webhook - Run when receiving HTTP requests
   • Event - Run when events occur (Gmail, Slack, etc.)

Step 3: Configure the Trigger

Set up your trigger based on the type you selected:

For Webhook Trigger:

• Copy the generated webhook URL
• Configure authentication if needed
• Define expected input fields

For Schedule Trigger:

• Select frequency (hourly, daily, weekly, etc.)
• Set the specific time
• Choose the timezone

Step 4: Add Action Blocks

Connect blocks to process data and perform actions:

1. Click the + button after your trigger
2. Select from block categories:
   • Integrations - Connect to Slack, Gmail, WhatsApp, etc.
   • Actions - HTTP Request, Send Email, LLM Agent, etc.
   • Models - AI models from OpenAI, Gemini, Groq
   • Database - Store or retrieve data from MongoDB, PostgreSQL, etc.
   • Tools - API tools, custom tools, search tools
3. Choose and configure your block settings

Step 5: Connect Blocks

Create the workflow flow:

1. Drag from the output port of one block
2. Connect to the input port of the next block
3. The connection line shows data flow direction
4. Add more blocks as needed for your workflow

Step 6: Add Logic (Optional)

Control your workflow with logic blocks:

• Condition - Add if/else branching
• For Each - Loop through arrays
• Set Variable - Store values for later use
• Wait - Add delays between actions

Step 7: Test Your Workflow

Before deploying, test your workflow:

1. Click the Test button in the toolbar
2. Provide sample input data if required
3. Watch the execution flow in real-time
4. Review outputs and fix any issues

Step 8: Deploy Your Workflow

When ready, deploy to production:

1. Click Save to save your changes
2. Click Deploy to publish the workflow
3. Your workflow is now active and will run based on the trigger