Getting Started: Create Your First Workflow

Getting Started: Create Your First Workflow

A workflow automates repeatable content tasks using blocks. You define a trigger, add generation or channel blocks, and save the setup so it can run the same way every time.

What you will complete

• Create a workflow linked to a campaign.
• Add at least one block and save the workflow.

Before you start

• Create at least one campaign.
• Connect any channels you plan to publish to.

Steps

1. In the left sidebar, click Workflows.
2. Click Create Workflow.
3. Enter a Workflow Name.
4. Select a Campaign.
5. Click Create Workflow.
6. In the workflow editor, configure the Start block.
7. Use the + menu to add at least one content block.
8. Click Save.

After this

Return to Workflows, open your workflow, and run or schedule it when you are ready.