Skip to content
ELChat Help Center
English
FrançaisEnglishDeutschPortuguêsEspañol

Create workflow

Create

Section titled “Create”
  1. Open Actions IA > workflows.
  2. Click + New recipe.
  3. Enter a name.
  4. Describe precisely When triggering it.
  5. Click + Step and choose an available capacity.
  6. Add the necessary steps and organize them from left to right.
  7. Decide which steps are optional.
  8. Click Save.

The name is limited to 255 characters. The trigger and at least one step are mandatory.

Check

Section titled “Check”

The recipe appears in the list with its state and number of steps. Before real use, check each connector and permission; The interface does not include a dedicated end-to-end test.

Example: Arrange an appointment

Create a workflow namedOrganiser un rendez-vous commercialwith the trigger:

Trigger when a visitor requests an appointment, provided his name and e-mail, and wishes to choose a niche.

Add the steps in this order:

  1. check the availability of the calendar;
  2. offer free slots;
  3. create the appointment after confirmation.

The name describes the expected result and the trigger specifies when the recipe is relevant. The order protects the calendar: the reading comes before writing and the creation comes only after the requested agreement. Also test a support request to check that the workflow does not trigger out of its target.