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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

Section titled “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”
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Dashboard - Show where to click "New Workflow" button

Step 2: Add a Manual Trigger

Section titled “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
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Workflow Builder - Show dragging Manual Trigger node
💡 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

Section titled “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
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Canvas - Show both Manual Trigger and Email nodes

Step 4: Connect the Nodes

Section titled “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!
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Connecting Nodes - Show the drag-and-connect action

Manual Trigger

Click "Run" button

→

Send Email

Email gets sent

Step 5: Configure the Email

Section titled “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.”
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Email Configuration Panel - Show filled out settings

Step 6: Save Your Workflow

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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

Section titled “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!
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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

Section titled “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

Section titled “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

Section titled “Next Steps”

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

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