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Creating and editing a workflow
Creating and editing a workflow

Build and customize AI automations

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to create a workflow

Learn the steps to create a new AI-driven workflow in Cassidy, using either custom setup or pre-built templates.

  1. Navigate to the Workflows page: Click on the "Workflows" option in the left sidebar of your Cassidy dashboard.

  2. Click "Create Workflow": In the top right corner of the Workflows page, click the "Create Workflow" button.

    *You can also create a workflow directly from the chat page.

  3. Choose a setup method: Select either "Custom Setup" to create a workflow from scratch or "Use a Starting Point" to choose from pre-built templates.

  4. Describe your workflow: If you selected "Custom Setup," use the text-to-workflow feature to describe your desired automation in plain language. Cassidy will generate a workflow based on your description. If you chose "Use a Starting Point," browse the available templates and select the one that best matches your needs.

    Custom setup:

    Starting point:

    *You can also explore all templates from the Templates page (see the templates article for more information).

  5. Configure initial settings: If your workflow uses triggers or actions that require integrations (like Slack or Zendesk), you may be notified of issues that need to be resolved before running the workflow. Set up the necessary integrations and configurations to ensure your workflow can execute properly.

  6. Test your workflow: Before running your workflow, you can test it by clicking the "Test Workflow" button on the "Edit Workflow" tab. This will allow you to see how the workflow performs and make any necessary adjustments.

  7. Run or edit the workflow: Once your workflow is created, you can run it immediately or edit it further.

    *For more details on running a workflow, refer to the running a workflow article in this collection.

How to edit a workflow

Discover how to modify an existing workflow by updating triggers, modifying action blocks, and adding or deleting actions.

  1. Navigate to the workflow: Locate the workflow you want to edit on the Workflows page and click on it to open the workflow.

  2. Go to the Edit Workflow tab: In the workflow, click on the "Edit Workflow" tab to access the workflow editor.

  3. Set workflow privacy: If needed, to control access to your workflow, click the settings icon in the top right corner and select "Make Private" from the dropdown menu. This will ensure that only you can view and edit the workflow.

  4. Update the trigger: If needed, modify the trigger that initiates your workflow.

    • Change Trigger Type: Click the "..." button on the top right of the trigger and select "Change Trigger Type", then select the new trigger from the list.

    • Configure inputs: Click the trigger block and a sidebar will open. Depending on the trigger type, there are different inputs and settings you can update.

      *For more information on triggers, see the relevant articles in the Triggers & Actions collection.

  5. Modify actions: Click on an action to open the sidebar, where you can update the prompts, configurations, or settings to refine its behavior and output.

    *For more information on actions, see the relevant articles in the Triggers & Actions collection.

  6. Add new actions: To add a new action to your workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions.

  7. Delete actions: To remove an action from your workflow, click the "..." button on the top right of the block and select "Delete" from the dropdown menu.

  8. Test your changes: After making edits to your workflow, click the "Test Workflow" button to ensure that your changes are working as intended and to preview the output.

  9. Save your changes: Your changes are automatically saved.

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