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🪄Automation: Can I start from a wizard instead of building from scratch?

Automation: Can I start from a wizard instead of building from scratch?

Yes. The wizard is the recommended starting point for most makers. It keeps the trigger, recipient, destination, messages, validation, and exception path together.

Approval workflow destination step.

Approval workflow destination step.

Use Start From a Wizard when you know the business outcome. Build from scratch only when your process is unusual and you understand every piece you need to connect.