Course contents · Put a job on autopilot

Lesson 1 of 2

Describe the job.

Create a workflow and tell it what to do, what it can use and what it should know.

Joe LeungJoe LeungCTO and co-founder, LaunchLemonade6 minReading time

  1. Step 1 of 4

    Start a workflow

    In the workspace, click New, then New Workflow. You'll see Let's set up your workflow.

  2. Step 2 of 4

    Say what it should do

    Under What should it do for you?, describe the result you want, step by step, as you would for a colleague.

  3. Step 3 of 4

    Give it tools and knowledge

    Use What can it use? for connected apps and What should it know? for documents it needs.

  4. Step 4 of 4

    Run it once

    Click Run it now and read the result. Adjust the instructions until it's right. Changes save automatically.

Your turn

Now do it

Start with this task, or change it to fit your work. Then follow the steps above.

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