Create Your First Workflow

Let’s build your first workflow together! We’ll create a simple automation that sends you an email when you click a button.

⏱️ Time Required: About 5 minutes
🎯 What You'll Learn: How to use triggers, actions, and run workflows

Step 1: Open the Workflow Builder

1. Log in to your CiraIQ dashboard
2. Click the “New Workflow” button
3. Give your workflow a name like “My First Workflow”

Dashboard - Show where to click “New Workflow” button

Step 2: Add a Manual Trigger

A Manual Trigger lets you start your workflow by clicking a button. It’s perfect for testing!

1. Look at the left sidebar - you’ll see different node types
2. Find the “Manual Trigger” node
3. Drag it onto the canvas (the main area)
4. Drop it anywhere you like

💡 Tip: The Manual Trigger is great for testing. Later, you can use other triggers like schedules or form submissions.

Step 3: Add an Email Action

Now let’s add an action that sends an email:

1. Find the “Send Email” action in the left sidebar
2. Drag it onto the canvas below your trigger
3. You’ll see both nodes on the canvas

Step 4: Connect the Nodes

Now we need to connect the trigger to the action:

1. Look for the small circle on the right side of the Manual Trigger node
2. Click and drag from that circle to the Email node
3. You’ll see a line connecting them - that’s the workflow path!

Connecting Nodes - Show the drag-and-connect action

Manual Trigger

Click "Run" button

→

Send Email

Email gets sent

Step 5: Configure the Email

Click on the Email node to open its settings:

1. To: Enter your email address
2. Subject: Type “My First Workflow Works!”
3. Message: Type “Congratulations! You’ve created your first workflow.”

Email Configuration Panel - Show filled out settings

Step 6: Save Your Workflow

Don’t forget to save!

1. Click the “Save” button at the top right
2. Your workflow is now saved and ready to use

Step 7: Run Your Workflow

Time to test it!

1. Click the “Run” button (usually next to the Save button)
2. Watch as your workflow executes
3. Check your email inbox - you should receive the email!

Execution View - Show workflow running with progress indicators

✅ Success!
If you received the email, congratulations! You've just created and run your first workflow.

What You Learned

In this tutorial, you learned how to:

• ✓ Create a new workflow
• ✓ Add nodes (trigger and action)
• ✓ Connect nodes together
• ✓ Configure node settings
• ✓ Save and run a workflow

Troubleshooting

Didn’t receive the email?

• Check your spam folder
• Make sure you entered the correct email address
• Check the execution logs to see if there were any errors

Can’t connect the nodes?

• Make sure you’re dragging from the small circle on the right side of nodes
• Try zooming in if the circles are too small

Next Steps

Now that you’ve created your first workflow, try these:

• Understanding Workflows - Learn more about how workflows work
• Explore Triggers - Discover different ways to start workflows
• View Examples - See real-world workflow examples

🎯 Challenge: Try adding a second email action! Can you make your workflow send two different emails?