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.
Navigate to the Workflows page: Click on the "Workflows" option in the left sidebar of your Cassidy dashboard.
Click "Create Workflow": In the top right corner of the Workflows page, click the "Create Workflow" button.
Choose your creation method: Select from four options to create your Workflow:
Custom Workflow: Describe your desired automation in plain language and Cassidy will generate a Workflow based on your description
Create Blank Workflow: Start with a completely blank Workflow for full customization
Import Workflow: Upload an existing Workflow file to import into your organization. For more information, see the Importing and exporting a Workflow article.
Template: Browse and select from pre-built templates based on common use cases. For more information on using templates, see the Templates article.
Chat with the Workflow Copilot (if using Custom Workflow): If you selected the "Custom Workflow" option, you can chat with the Workflow Copilot to refine your automation. The Copilot will help you describe your desired workflow and generate the appropriate steps and actions. For detailed guidance on using this feature, refer to the Using the Workflow Copilot article.
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.
Test your workflow: Before running your workflow, you can test it by clicking the "Test Workflow" button. This will allow you to see how the workflow performs and make any necessary adjustments. For comprehensive testing guidance, see the Testing a Workflow article.
Note: You can test workflows while editing, but end users cannot run them until published. For more details on publishing, see the How to publish and review version history section below.
In addition, for more details on running a workflow, refer to the Running a workflow article in this collection.
How to publish and review version history
You can test workflows while editing, but cannot run them as an end user until published. Version history is helpful when iterating on new versions and improvements without affecting a live version people are using, or if you want to finalize the workflow before others are able to run it (work in progress).
Save as draft: If you're looking to keep as a draft workflow but save your changes, you can click the "Draft" dropdown next to the workflow name and then "Save Without Publishing". Alternatively, you can also click the dropdown arrow next to "Publish".
Enter version details (for new versions): When saving a draft or publishing a new version, enter a "Version Name" and optionally add a description of what's changed in this version. Click "Create Version" for drafts or "Save & Publish" for immediate publishing.
Publish your workflow: If you're ready to publish, you can click the "Draft" dropdown and then "Publish Current Draft" or click "Publish".
If you already have a saved version, you can simply publish the current version by clicking "Publish Version".
In addition, if there were changes made to the saved version, you'll see a summary of changes being published (like actions added and removed).
Access published workflow: Once published, you can click on the workflow title to run it, continue editing, or share it. For sharing information, see the Managing Workflow permissions article.
View version history: To see version history, click on the version history dropdown and you can see the current and previous versions, including which one is published.
Revert to previous version: To revert to a previous version, simply click on the desired version. A modal will appear showing the version and the changes being restored. Click "Restore Version" to confirm.
Run your workflow: For detailed instructions on running your published workflow, see the Running a workflow article.
Note that reverting will not delete more recent versions—you can easily go back to any saved versions. However, if you have not saved the current version, restoring will remove any of the actions since the last save.
How to edit a Workflow
Discover how to modify an existing workflow by updating triggers, modifying action blocks, and adding or deleting actions.
Navigate to the workflow: Locate the workflow you want to edit on the Workflows page and click on it to open the workflow.
Click "Edit": In the top right corner of the Workflow page, click the "Edit" button to access the Workflow editor.
Chat with the Workflow Copilot: Click the "Copilot" button and chat with it to get assistance with editing your workflow. The Copilot can help you modify actions, add new steps, or troubleshoot issues with your automation. For detailed guidance on using this feature, refer to the Using the Workflow Copilot article.
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.
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.
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.
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.
Update name and description: To modify your workflow's name and description, you can either click the workflow name in the top left corner or click the "…" (more options) ellipsis menu and select "Update Name & Description". A modal will appear where you can enter the new "Name" and "Description", then click "Save".
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. For comprehensive testing guidance, see the Testing a Workflow article.
Delete workflow: If you need to remove a workflow entirely, click the "…" (more options) ellipsis menu and select "Delete Workflow". Click "Delete" again to confirm the deletion.
Save your changes: Your changes are automatically saved. You also can use the "Undo" and "Redo" buttons to reverse or restore recent changes made to your workflow structure and configurations.
