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Turn a recurring process into a reliable automation that follows the same steps every time.

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What you’ll learn

  • How Workflow Copilot builds a first draft from a plain-language description
  • How a Trigger starts a Workflow and Actions complete each step
  • How variables pass information between the Trigger and Actions
  • How to add approval, test results, publish, review runs, and restore previous versions

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Put it into practice

1

Create the Workflow

Describe a repeatable process to Workflow Copilot, start from a template, import a Workflow, or build from scratch.
2

Connect each step

Configure the Trigger and Actions. Insert variables wherever a later Action needs information from the Trigger or an earlier Action.
3

Test and publish

Add approval before consequential Actions, test with sample or past integration data, and review each result. Publish the Workflow and verify it in Run history.

Build a Workflow

Learn how to configure Actions, variables, and logic.

Run and test Workflows

Validate results and troubleshoot each step.

Request approval

Pause a Workflow for review before it continues.

Set up the Meeting Recorder

Turn conversations into useful follow-up work.