How to create a workflow?

How to Create a Workflow in Axonator

1. Access the Workflow Builder

   • Go to builder.axonator.com
   • Log in to your Axonator account
   • Navigate to the workflow section

2. Initiate a New Workflow

   • Look for and click on the “Create Workflow” button

3. Set Workflow Name

   • Name your workflow to reflect its purpose
   • Select the form in which you want to set the workflow

     

4. Design the Workflow

   • Use the drag-and-drop interface to design your workflow
   • Define the sequence of  Actions for your automation
     

5. Configure Workflow Action

   • Set up each action with necessary details
   • Specify conditions, notifications, and branching logic

6. Link Action

   • Define connections between action
   • Ensure the workflow follows your desired sequence

7. Set Workflow Properties

   • Name your workflow to reflect its purpose
   • Provide a description if needed for clarity

8. Test the Workflow

   • Run tests to ensure the workflow operates as expected

9. Adjust as Necessary

   • Review test results
   • Make any needed adjustments to the workflow configuration

10. Save and Activate

    • Save your finalized workflow
    • Activate it for use in your processes
      

Important Notes

• The intuitive interface allows for easy workflow creation
• Ensure each step is properly configured for smooth operation
• Testing is crucial to catch any issues before deployment
• Workflows can significantly reduce manual workloads and automate processes