Overview: workflows and automations

Automate business processes with triggers, actions, and rules.

Use a workflow to run defined steps: read data, check a condition, update a record, and show the result. Start with Build your first workflow to pass a ticket ID from a button into an update action.

Functions and automations

Open Add Function in the Workflows area to choose Workflow Builder (no-code) or Write Code (TypeScript). Build the logic first, then attach triggers to turn it into an automation. See Functions and automations.

Choose where the process starts

You want to…	Start here	Configure it in
Run steps when an app user clicks a button or uses a list action	Button and list actions	The component's Actions configuration
Run work at a regular interval	Scheduled automation	Automation
Respond to an HTTP event from another service	Incoming webhook	Automation
Require a person to approve an action	Approval process	The button's approval configuration
Generate workflow steps from a description	Generate with AI	Ask AI in the workflow builder
Let an agent interpret input during a run	Run an agent in a workflow	An agent step within the workflow

Component workflows can use values from the app. Background automations need their own trigger inputs or data queries; do not assume a selected row or visible component is available.

Learn in order

1. Build and test a first workflow.

2. Pass inputs and use step outputs.

3. Add conditions or an iterator.

4. Test the normal, empty, and failure cases.

5. Use troubleshooting when a step does not produce the expected result.

The examples use fictional Tickets records. Use your own field names and allowed status values when adapting them. Guides that show component Actions, list actions, or task queues apply to the builder interface containing those controls.