Add a Manual trigger
Create a new Workflow with a Manual trigger, or change an existing Workflow’s trigger type to Manual.
Add input fields
Click + Add to create input fields for your Manual trigger. Input fields let you provide data that the rest of the Workflow can reference.
Choose the input field type
Select the type that matches your data:
| Type | Description |
|---|---|
| Text | Free-form text input |
| Number | Numerical values for calculations or data processing |
| Yes/No | Boolean toggle for true/false decisions |
| URL | A web link — Cassidy extracts the text content from the page |
| File | Upload PDFs, Word docs, spreadsheets, images, audio, or video. Images and media are automatically transcribed |
| Dropdown | Predefined options the user selects from |
| Knowledge Base Item | Select a specific file or folder from your Knowledge Base |
| Object | A structured group of fields you define |
Name your input fields
Give each field a descriptive name so it’s easy to reference later as a variable in other actions.
Configure advanced settings
Expand the field settings to access additional options:
- Description — Add context or instructions for the person running the Workflow
- Optional — Toggle on if the Workflow should proceed even when this field is left empty
- Accepts Multiple — Allow multiple values for the same field (useful for lists of URLs or files)