Introduction to workflows

What a workflow is, what it can touch, and how to read one before you build one.

What you will learn

The shape of a workflow

A trigger starts it, steps run in order, and each step either checks something or does something — that model covers everything you will build.

What workflows can reach

Records, lists, email, Winston, and outside systems over HTTP — if it lives in the workspace, a workflow can act on it.

Draft first, publish later

Workflows start as drafts that touch nothing. Nothing runs against real records until you publish, and nothing sends without the approval settings you choose.