agentflow10
Documentation menu

Getting started

Go from zero to a live automation in a few minutes. This guide walks you through creating a workspace, building your first flow, and publishing it.

1. Create your workspace

Sign up and you land in your first project — an isolated workspace that holds your flows, connections, and data. Teams typically use one project per environment or client so that access and secrets stay separated.

Create a free account to follow along. No credit card is required to start.

2. Understand the core concepts

  • Flow — an automation made of one trigger followed by one or more actions.
  • Trigger — the event that starts a flow (a schedule, a webhook, or an app event like “new row in a table”).
  • Action — a step the flow performs (send an email, call an API, run code, ask an AI model).
  • Connection — stored, encrypted credentials that let a step talk to an external app.

3. Build your first flow

  1. Open the flow builder and click Create flow.
  2. Pick a trigger. For a first flow, Schedule (e.g. every day at 9am) is the simplest way to see it run.
  3. Add an action. Search for an app, choose an operation, and select or create a connection.
  4. Map data from previous steps into the action’s fields using the data picker.

4. Test as you build

Every step can be tested in isolation. Run the trigger to load sample data, then test each action against that data. You see the exact request and response, so you can fix mapping issues before going live.

Tip: testing a step also stores its sample output, which makes mapping data into later steps much easier.

5. Publish

When the flow works, toggle it to Published. Scheduled and webhook triggers now run automatically. Every execution is recorded in the Runs view, where you can inspect inputs, outputs, and retry failures.

What’s next