Create workflow

How to create your first workflow step by step.

Let’s create a simple workflow, that generates Google Ads for our products. It will require only a brief product description as input.

Give a try to this interactive demo:

To start creating a new workflow, proceed to the “Workflows” menu item and click the “New Workflow” button in the top right.

Step 1: Edit General Settings

The first thing to do is to configure is general settings of the newly created workflow.

Workflow Name

Your workflow will be displayed under this name:

  • in the list of workflows

  • as a workflow title for other users

  • in the 3rd party integrations

This name should be: descriptive, brief, and unique.

It answers the question: “What does this workflow do?”

Workflow Status

Statuses define the access and execution rights for the workflow.

There are two statuses:

A. Draft

The default state for any newly created workflow. It means that:

  • Only owners can see it

  • Only owners can use it

  • It’s unavailable via API and 3rd party integrations

  • It can be deleted

It’s highly recommended to keep your workflow in the “Draft” state until you completed building and tested it.

B. Published

When the workflow is built you change its status to “Published”.

It means that:

  • Everyone can see it

  • Everyone can use it

  • It’s available via API and 3rd party integrations

  • It can’t be deleted until its status is changed back to “Draft” again.

Workflow Description

The description provides additional info for users about the purpose of the workflow to set proper expectations.

Keep it short yet concise.

Answer the next questions: “What does it do?” and “What I need to get started”?

Don’t worry about its length limitations - you’ll be able to provide more details while setting up the input.

Workflow Icon

It’s just a visual representation of your workflow in the list of workflows or in the left bar (if the workflow is “favorite”).

Make it unique and relevant to the purpose of the workflow.

Ideally, all the icons for your workflows should be consistent.

Everything could be edited later.

Click “Start Creating” to build workflow.

Step 2: Add input

Let’s start building the workflow.

Each workflow starts with the “Input”.

It defines:

  1. Properties of the data necessary for the workflow to get started.

  2. How the input form looks like for the end users.

Follow the next steps.

2.1 Add input block/task.

To add it to the working area drag-drop it from the right toolbar:

2.2 Edit input settings

To do that, click the “Edit” icon on the block in the working area.

Settings consist of the next fields:

Task name

Define how your input block is named in the workflow builder.

Leave it as is.

Field label

Define the title of the workflow’s input in the Input step.

Input description

Provide details for end users about the way to input data. You can use markdown there.

Form layout (deprecated)

Do nothing there.

Design Form

Add one text (string) variable and name it “Product Description”.

Let’s configure the actions of the workflow.

Step 3: Add actions

Google Ads consists of two parts: Headline and Body.

As we already have AI models to generate them in the inventory, just add them to the workflow.

3.1 Find actions

To find them out, use the search bar on the right.

3.2 Add actions

Add them to the workflow by drag-n-dropping them into the working area:

They won’t work until:

a) they’re connected

b) they have proper input.

Currently, all the actions are executed in a strict order.

Don’t try to make actions work in parallel - actions configured earlier will be broken.

Every action must be connected to others.

3.3 Connect actions

For actions to start working, connect them by connecting the dots.

Hover the output of the previous action or input, and drag the connection to the input dot of the next action.

Ensure they’re connected before proceeding.

3.4 Configure actions

To make the action work, choose the required input data point from the previous input blocks or actions.

By default, action blocks have output data points suggested, but have Empty input data points.

Let's configure the action block:

3.4.1 Open the settings of the action block

3.4.2 Choose “Product Description” as an input for both modules

It’s the one we set as the input of the whole workflow.

3.4.3 Rename output data points to be more understandable.

Let’s use “GA Headline” and “GA Body” for outputs of Google Ads Headline and Google Ads Body modules respectively.

When every action is set properly, the green label “action” appears in the top right corner of the block.

Let’s test how this workflow works.

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