Workflows
Overview

🌟 Workflows Made Simple

Workflows help you automate repetitive tasks without coding. Connect simple blocks together like LEGO pieces to create powerful automations.

What is a Workflow?

A workflow is a flowchart made of connected blocks. Each block does one simple job, and together they automate your work.

Example:

Form Submitted → Check Age → Send Welcome Email
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Think of it like a recipe: Follow steps in order, and you get the result you want!

How Workflows Work

Every workflow has 3 parts:

  1. Start (Trigger): What kicks off the workflow

    • Example: Someone submits a form, clicks a button, or a scheduled time arrives
  2. Do (Actions): What happens in the middle

    • Example: Check data, send emails, save to database
  3. End (Result): What you get

    • Example: User gets confirmation, data is saved

Common Uses

Save Time on Repetitive Tasks

  • Send automatic welcome emails to new users
  • Create daily reports without manual work
  • Update multiple systems at once

Connect Your Tools

  • When someone fills a form, add them to your email list
  • Save form responses to Google Sheets
  • Send Slack notifications for important events

Make Smart Decisions

  • Send different emails based on user choices
  • Route urgent requests to the right team
  • Filter and organize incoming data

Getting Started

Quick Tips

  • Keep it simple: Start with basic workflows, then add complexity
  • Test often: Use the test button to make sure everything works
  • Name things clearly: Give your blocks names you'll understand later
  • One workflow, one job: Don't try to do too much in a single workflow

Ready to build? Head to the Getting Started guide to create your first workflow!

Indite Documentation v1.4.0
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