How to create a Workflow

Overview

Set up Workflows to automate email and text messages for meeting reminders and follow-ups. You can start with a template for a quick setup, or design a custom Workflow.

 How to create a Workflow

1. From your Home page, select Workflows from the navigation panel on the left-hand side.
2. Choose whether you want to use a template or create a custom Workflow.
   
   • To use a template:
     • Choose a Workflow template from our library and click Use workflow.
   • To create a custom Workflow: 
     • Select Create your own workflow.
     • In the When this happens section, choose a trigger and set the time for your Workflow.
     • In the Do this section, choose an action, then select Next.
3. In the Workflow name section, enter a name for your Workflow.
4. In the Which event types will this apply to? section, choose your event types for this Workflow, then select Apply.
5. In the Do this section, select Edit and customize your email or text message, then select Done.
   • To insert variables that autofill meeting details:
     
     • Place your cursor in your message, click Variables in the toolbar, and choose a variable from the list.
     • It will automatically populate with the relevant information once the meeting is scheduled.
6. (Optional) To include more actions in your Workflow, select Add Actions and repeat Step 3.
7. After setting up your Workflow, select Save.

What's next?

Now that you've created a Workflow, explore additional ways to manage and customize your Workflows with these resources:

• How to edit, clone, or delete Workflows: Understand how to manage your existing Workflows.
• How to send Workflow emails from your Gmail or Outlook account: Set up your email account to send Workflow emails directly through Gmail or Outlook.
• Send text messages with Workflows: Discover the additional steps and settings required to set up automated text notifications with Workflows.