Getting Started

Quick Start

Get a production-ready workflow running in minutes. Use this checklist and flow to move from setup to deployment without missing the basics.

1. Create a workspace

Define teams, projects, and permissions. Configure environments, secrets, and shared resources.

2. Design a workflow

Use the AI workflow builder to drag-and-drop blocks or auto-generate a flow from a prompt.

3. Deploy and monitor

Publish as an API, chat experience, or embedded UI. Track logs, metrics, and run history.

Pre-flight checklist

  • Confirm workspace owners, roles, and access policies.
  • Collect API keys and OAuth credentials for the blocks you plan to use.
  • Decide the target runtime (API, chat, or embed UI).
  • Prepare a test dataset or sample input payloads.

Recommended validation

  • Validate required inputs for every block before test execution.
  • Check error handling paths and retries for critical steps.
  • Review outputs for schema consistency and downstream compatibility.
  • Enable logging and capture run history for debugging.

Starter workflow ideas

Customer Support Triage

Ingest tickets, classify intent, and route responses with approvals.

Sales Outreach

Enrich leads, draft messaging, and send via multi-channel sequences.

Data Enrichment

Fetch records, enrich with external sources, and update a CRM.