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How To Create A New Workflow
How To Create A New Workflow

Learn what steps you need to take in order to design execute a complete automation from start to finish

Noga Frenkel avatar
Written by Noga Frenkel
Updated over 2 weeks ago

Successfully implementing a new workflow or automation requires a clear, organized approach.
This guide will walk you through the essential steps from planning to execution to ensure your workflow is both comprehensive and efficient.

Planning your workflow:

  1. Define the Process: Begin by mapping out the process you want to automate. Sketch a flowchart to visualize and refine the workflow’s structure.

  2. Set Trigger and Conditions: Identify the event that will initiate your workflow (the trigger) and define any specific conditions that control when the workflow should run.

  3. Outline the Actions: Detail the actions or functions the workflow will execute and the sequence in which they should occur.

If you wish to consult our automation team regarding how to design and plan your flow, reach out to us in the chat or at [email protected] and describe your use case.

Below is an example of a flow chart for a naming convention flow of an inventory collection, where the automation should check if the selected name already exists, and if it does, add a number to the selected name:

Building the automation:

Now it's time to execute what you have planned.

Here is a step-by-step instruction to build the automation in the Workflow Editor:

  1. Create a New Workflow: Click on "+ New" button on the index page.

    Rename the new workflow (by clicking on the default name and typing a new one).

  2. Select a Trigger: Select a trigger from the list of possible triggers (The trigger can be edited at any time).

  3. Adding steps:

    1. To add a new step, click on the 'Arrow down' icon at the bottom right corner of the last step.

    2. Implement conditions to make sure the flow continues only when needed.

    3. To create parallel scenarios to execute according to different conditions, use the branching option: click on the diagonal arrow icon to add another condition step.
      This option is available only after one scenario for the next step is created.
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    4. In many cases, Labguru's API should be used to perform actions as part of the automation. Click here to see examples of simple code blocks you can use as part of the Scripter step.

To learn about the available steps and how to use them, click here.

To find detailed use cases, click here or here.

Guru Tips:

  • Cover All Bases: Anticipate and plan for as many scenarios as possible to minimize errors.

  • Keep It Clear: Use annotations and messages throughout the workflow to guide users and clarify steps.

  • Test Thoroughly: Run multiple tests across various scenarios to confirm the workflow functions as expected.

Debugging Tips:

While creating a new step (or updating an existing one), there are a few useful tips that can help the process:

  1. Use the "Re-run" buttons to quickly reactivate the trigger without going back to Labguru and reproduce the trigger. Re-runs are available in the corner of any log - either in the 'Editor' or 'Logs' tabs.

  2. Turn "When stopped archive?" in all condition steps to False to avoid logs being missed due to being wrongly archived. Once a condition was verified to be written properly, turn "When stopped archive?" to True if needed (to reduce the "noise" of irrelevant runs from the log).

  3. Add Variables logger steps to verify variables were stored properly.

If you encounter an issue or wish to consult, reach out to us and our team of automation specialists will be happy to assist!

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