Creating your first workflow

Workflows are set up by admins on your account. If you're an admin, here's the flow:

Open Workflows and choose to create a new one. You'll describe what you want in plain language — no special syntax, just a clear description of the trigger and the action, like "When a client replies asking about pricing, draft a response with our current rates."

Mission Control turns that into a real workflow definition and shows you exactly what it understood before anything is saved — review it, adjust the wording if it's not quite right, and save it once it looks correct.

From then on, that workflow runs in the background, proposing matching actions to your approval queue whenever the situation comes up — same as anything else, still waiting for your decision each time. See Reading a workflow run to check it's working as expected.