Create and Run a Workflow

In Autom8 AI, a workflow is a visual sequence of connected nodes that automate tasks, logic, and AI-powered decisions. You build and manage workflows on the workflow canvas.

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Creating a Workflow

To start a new workflow:

• Click the Create button from the side menu or dashboard.

• Choose Workflow as the resource type.

• If you're working within projects, select the target project or your personal space.

Next, begin building by adding a Trigger Node—this starts the workflow when specific conditions are met.

If you're new, check out the Quickstart to build your first workflow in minutes.

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Running Workflows

Manual Run: Use this when testing or when your workflow doesn’t start with a trigger. Just click Test Workflow in the editor.

Automatic Run: Activate workflows that begin with a trigger (like a webhook, schedule, or event). Inactive workflows won’t run automatically.

To activate, open the workflow and toggle it from Inactive to Active. Once active, it will execute anytime its trigger conditions are met.