# Set Up Workflows

### Channel Workflow

#### How to create Channel Workflows?

**Step 1:** Click on the Channels tab in the left navigation sidebar and select the channel (Facebook, WhatsApp, WeChat, Line, Web Widget) that you want to set up a workflow for. Alternatively, you can click on the Workflows tab and navigate to the channel that you want to set up a workflow for under the Channel Workflow section.

<figure><img src="/files/jNvVXTEEYcnqjGtb6hKV" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on the workflow icon to access the workflow.

<figure><img src="/files/F8uv0RvFsBrYBIpvMCYA" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Do note that you have to set up the Channels by clicking Add New before accessing the specified channel workflow. Visit Channels section to learn how to set up channels.&#x20;
{% endhint %}

**Step 3:** Click the add icon "➕" located next to the workflow starter and at the bottom right corner of the screen which opens up the connector menu for users to add connectors. Double-click on each connector to view and input the necessary requirements.

<figure><img src="/files/BYR24MDCkq0LjoD9Xnyw" alt=""><figcaption></figcaption></figure>

* There are different types of connectors which are ACTIONS, CHANNEL ACTIONS, INTEGRATIONS, FUNCTIONS and LOGICS.
* **Actions:** Actions connectors represent specific tasks or operations in a workflow. They do specific tasks or operations, like moving information around and doing things in other systems.
* **Channel Actions:** Channel action connectors make it easy to connect and interact with communication tools like Slack or Microsoft Teams. They help you manage messages and other communication features in these platforms.
* **Integrations:** Integration connectors are pre-built connections to external services. They make it easy to link up and work with different services by handling all the setup and login stuff for you.
* **Functions:** Function connectors are custom code/scripts in a workflow. They act as connectors to perform specific calculations, data transformations, or custom logic using JavaScript.
* **Logics:** Logic connectors control the flow of the workflow based on conditions. They include elements like IF conditions, switches, and loops, serving as connectors to enable dynamic workflows with decision-making capabilities.

**Step 4:** Click the "**SAVE**" button located at the top right corner of the screen to save your workflow.

{% hint style="info" %}
**Channel Workflows will be activated when saved.**
{% endhint %}

<figure><img src="/files/2LrBWlhVfAQbtMPlBoes" alt=""><figcaption></figcaption></figure>

### General Automation

#### How to create Channel Workflows?

**Step 1:** Click on the Workflows tab in the left navigation sidebar and click on CREATE NEW to create a new workflow.

<figure><img src="/files/3byDlJvp2jcEZMohmi6V" alt=""><figcaption></figcaption></figure>

**Step 2:** Click the add icon "➕" located at the bottom right corner of the screen to add connectors. Double-click on each connector to view and input the necessary requirements

<figure><img src="/files/8pKjE5I4EgV6jEs5IYok" alt=""><figcaption></figcaption></figure>

**Step 3:** Click the "**SAVE**" button located at the top right corner of the screen to save your progress and Turn on the "**Active**" setting to ensure that your workflow is active and functioning as intended for General Automation.

<figure><img src="/files/vpamiTffmDohMEEuOPLi" alt=""><figcaption></figcaption></figure>

### Board Automation

#### How to create Board Automation?

**Board Automation** will be triggered when a record is created on the **Data Board**, when a record is deleted and when selected fields are updated.

**Step 1:** Click on the button **CREATE New** to create a new **Board Automation**.

<figure><img src="/files/lGpDBRh0PUVCpFXzVWbI" alt=""><figcaption></figcaption></figure>

**Step 2:** Input the name of the Board Automation workflow and the default connector which is Webhook connector can be seen from the editor UI.

<figure><img src="/files/ozNvpxAJVbLyLkGrzrox" alt=""><figcaption></figcaption></figure>

* **Webhook** connector as a trigger for a workflow when you want to receive data and run a workflow based on the data. The Webhook node also supports.
* The functions for **Automate Data Board** connector are as follows: **Create Record**, **Update Record**, **Delete Record**, **Clear Fields**, **Get All Records**, and **Get Single Record**.

<figure><img src="/files/uANrtWzPuBfVJdCBXQBf" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the **Data Boards** tab in the left sidebar navigation menu and select a board.

<figure><img src="/files/RxB672njrTLsyzAFm07m" alt=""><figcaption></figcaption></figure>

**Step 4:** On the selection board, Click on Automation.

<figure><img src="/files/RF9Wt014TksjOhWXKlo6" alt=""><figcaption></figcaption></figure>

**Step 5:** Click on New Board Automation.

<figure><img src="/files/lkW2Uw8K7fO23BdGoP95" alt=""><figcaption></figcaption></figure>

**Step 6:** Input your desired Automation Name, Automation Description, select a Triggered Condition and Triggered Workflow and click on CREATE to create the Board Automation.

<figure><img src="/files/C3Y3hGxGHrlGmpUTZQbN" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Triggered Workflow Preview can be seen and edited.**
{% endhint %}

**Step 7:** On the Data Boards tab, create a New Record.

<figure><img src="/files/sdPuWgRFsqjthrZ7Fvtx" alt=""><figcaption></figcaption></figure>

**Step 8:** Refresh the page and a new record (JS) will be created based on the workflow as the workflow is triggered when a new record is created.

<figure><img src="/files/a2Z781ImF4gwFLIuwiwf" alt=""><figcaption></figcaption></figure>


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