Create a new Workflow

Watch this updated beginning-to-end walkthrough to create a workflow from a plain-language automation outcome. The first minute now focuses on the payoff: a submitted service request becomes a routed workflow instead of a record someone has to chase manually.

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The walkthrough then covers opening Automation, choosing the starter example, assembling and saving the recipe, running a no-send preview, generating route objects, publishing, running a builder test, and ending on Workflow Activity with visible run history.

Checklist

1. Open Automation Home.
2. Prefer Notify someone or Get an approval before the freeform builder.
3. Bind form_submitted (or another trigger).
4. Add steps from the step catalog.
5. Preflight, live test, publish automation + app.

Written guide: Start from a wizard