Learning Path
Use this optional curriculum when you want one route through the documentation. If you prefer to learn by solving a specific problem, start with Choose the Right Step or a cookbook recipe.
Build and run your first workflow
Follow Quickstart: Your First Workflow. In about five minutes, you will place a trigger and an AI Step, run the workflow and inspect the result.
After this you can build a short workflow and read what a Step returned.
Connect an app and map real data
Follow Build It Yourself, then use Mapping or Transforming Data when the destination needs a different value or shape.
After this you can connect an account, inspect test data and pass earlier output into a later Step.
Add routing
Follow Branching. You will create alternative paths, configure exact rules and test where the data goes.
After this you can choose a route and bring alternative branches back into the workflow.
Build a workflow for your own outcome
Choose the cookbook recipe closest to your work, or use Choose the Right Step to assemble a different pattern.
After this you can adapt a complete workflow shape to a process in your organization.
Test it, switch it to Live and watch it
Read Operating Workflows before relying on the result. It covers controlled testing, checking the destination, switching from Draft to Live and monitoring the first automatic runs.
After this you can move from a successful manual run to a Live workflow and verify its real behavior.
Optional: build with someone else
Working Together shows how to share a workflow and edit the same canvas in real time. Nothing else in the learning path depends on completing it.
What’s Next?
- 👉 Build Your First Workflow →
- Building for another company? Start with Working With Clients.
- Already know the outcome? Use Choose the Right Step.