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Workspace

A Workflow is an automated sequence of steps that performs a task based on a specific event or schedule. It lets you connect apps, move data between steps, and automate tasks without manual effort.

A Workflow includes:

  • Trigger — Defines the event that starts the Workflow.

  • Actions — Define the tasks performed after the Trigger.

  • Data Mapping — Lets you use data from one step in another step.

  • Managing Workflows — Covers creating, editing, duplicating, moving, pausing, and deleting Workflows.

  • Execution & Logs — Helps you monitor Workflow runs and review their results or errors.

 

Workspace Settings

Workspace Settings

 

Manage Your Workspace

Manage Your Workspace

 

Invite Team Members to Your Workspace

Invite Team Members to Your Workspace

 

Metrics

Metrics

 

How to use Ready-Made Automations

How to use Templates

 

Workspace Health

Workspace Health

 

How to Turn On Beta Mode?

How to Turn On Beta Mode?