> For the complete documentation index, see [llms.txt](https://imbrace.gitbook.io/imbrace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://imbrace.gitbook.io/imbrace-documentation/onboarding-guide/set-up-workflows.md). # 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.
**Step 2:** Click on the workflow icon to access the workflow.
{% 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. {% 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.
* 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 %}
### 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.
**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
**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.
### 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**.
**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.
* **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**.
**Step 3:** Click on the **Data Boards** tab in the left sidebar navigation menu and select a board.
**Step 4:** On the selection board, Click on Automation.
**Step 5:** Click on New Board Automation.
**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.
{% hint style="info" %} **Triggered Workflow Preview can be seen and edited.** {% endhint %} **Step 7:** On the Data Boards tab, create a New Record.
**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.