Getting StartedBuild your first workflow with this step-by-step guide. Learn how to create a simple automation that processes form submissions with AI.Getting Started Build your first workflow with this step-by-step guide. Learn how to create a simple automation that processes form submissions with AI. What You'll Build In this guide, you'll create a workflow that: Receives form submissions for customer feedback Uses AI to analyze the sentiment and categorize the feedback Routes high-priority feedback to notify the team Creates a record in your system for all feedback This covers the essential workflow patterns you'll use in most automations. Prerequisites Your workspace admin enabled workflows in the workspace settings Basic understanding of your use case and goals Estimated time: 15 minutes to complete this tutorial Step 1: Create a New Workflow Navigate to the Workflows section and click Create Workflow. Give your workflow a descriptive name: "Customer Feedback Processor" Click Create You'll see a blank canvas with a starter node in the center. The starter node lets you choose how to begin your workflow. Let's create a form trigger: Click Form from the trigger options The trigger node appears on the canvas Configure the Form Click on the trigger node to open the configuration panel: Form Title: "Customer Feedback Form" Add Form Fields: Field 1: name (Text, Required) - Label: "Your Name" Field 2: email (Email, Required) - Label: "Email Address" Field 3: feedback (Multi-line Text, Required) - Label: "Your Feedback" Field 4: product (Select, Required) - Label: "Product" Options: "Mobile App", "Web Platform", "API", "Other" Form Settings: Enable "Make this form public" to allow external submissions Click Save Pro tip: Click the Copy URL button to get your form link. You can share this with customers or embed it on your website once you've deployed the workflow and made it public. Step 3: Add an Agent Node Now let's add AI to analyze the feedback: Click the + button on the trigger's output handle (right side) Select Agent from the node menu The agent node appears, connected to your trigger Configure the Agent Click on the agent node: Name: "Analyze Feedback" Agent Mode: Create new agent Agent Name: "Feedback Analyzer" Instructions: You are analyzing customer feedback. For the given feedback: 1. Determine the sentiment: positive, neutral, or negative 2. Identify the main category: bug, feature_request, complaint, praise, or question 3. Assign a priority level: low, medium, or high 4. Extract the key issue or topic in one sentence Provide your analysis in the structured format. Input: Add the feedback variable to the prompt {{form1.output}} Model: Select your preferred model Enable Structured Output: Click Add Output Field Field 1: sentiment (String) - "The sentiment of the feedback" Field 2: category (String) - "The category of feedback" Field 3: priority (String) - "Priority level: low, medium, or high" Field 4: summary (String) - "One-sentence summary of the issue" Click Save Test the Agent Before continuing, test the agent node: Click the play button on the trigger node Fill in test data in the form that appears Click Run Once complete, click on the agent node View the Output tab to see the analysis You should see structured data like: { "sentiment": "negative", "category": "bug", "priority": "high", "summary": "Mobile app crashes when uploading images" } Step 4: Add a Condition Node Let's route high-priority feedback differently: Click the + button on the agent node's output Select Condition Name it "Check Priority" Configure Conditions Click Add Condition Condition 1: Name: "High Priority" Mode: Manual Expression: {{agent.output.structured.priority === "high"}} Click Add Condition again Condition 2: Name: "Normal Priority" Mode: Manual Expression: {{agent.output.structured.priority != "high"}} (this catches everything else) Each condition now has its own output handle on the right side of the node. Step 5: Add Notification for High Priority For high-priority feedback, let's notify the team: Click the + button on the "High Priority" condition handle Select Send Notification Configure the Notification Prompt: A high-priority customer feedback was received: Customer: {{form1.output.name}} ({{form1.output.email}}) Product: {{form1.output.product}} Category: {{agent.output.structured.category}} Sentiment: {{agent.output.structured.sentiment}} Issue: {{agent.output.structured.summary}} Full Feedback: {{form1.output.feedback}} Please review and respond promptly. Click Save Step 6: Add an Action Node Now let's save all feedback to your system. This example uses a generic HTTP request, but you can use any integration: Click + on both condition handles (we want to save all feedback) Select Google Sheets Configure the Google Sheets Node SpreadsheetId: Insert your spreadsheetId Range: You can leave this on auto. Value Input: Set to "Prompt AI" and insert the following: { Please insert structured {{form1.output.name}} ({{form1.output.email}}) Product: {{form1.output.product}} Category: {{agent.output.structured.category}} Sentiment: {{agent.output.structured.sentiment}} Issue: {{agent.output.structured.summary}} Full Feedback: {{form1.output.feedback}} } Click Save Alternative: If you don't have an API, you can use an integration action instead, like adding a row to Google Sheets or creating a Notion page. Step 7: Test the Complete Workflow Now test the entire workflow: Click on the trigger node Click the Test run button in the toolbar Fill in the test form with sample data Click Run workflow Watch as each node executes in sequence Click on nodes to view their inputs and outputs Try testing with: Different priority levels Various types of feedback Different products Make sure both paths (high priority and normal priority) work correctly. Step 8: Deploy Your Workflow Once testing is complete, deploy the workflow to activate it: Click the Deploy button in the top right Choose version type: Major (new Workflow) Add description: "Feedback Collection" Click Deploy Your workflow is now v1.0.0 and will process real form submissions. Step 9: Share Your Form Get the form URL to share with customers: Click on the trigger node Click Copy URL in the node toolbar Share this URL via email, website, or support portal Pro tip: You can embed the form in your website using an iframe or link to it from your support page. Step 10: Monitor Workflow Runs After your workflow is live, monitor its performance: Go to the Runs tab at the bottom of the canvas View all workflow executions Click on any run to see detailed execution data for each node Check the Usage section to monitor AI credit consumption What You've Learned Congratulations! You've built a complete workflow that demonstrates: ✅ Creating form triggers to capture data ✅ Using AI agents to analyze content ✅ Implementing conditional logic to route execution ✅ Sending notifications ✅ Integrating with external systems ✅ Testing and deploying workflows Next Steps Enhance This Workflow Try adding: A Code Node to calculate metrics or transform data An Action Node to automatically create support tickets Additional conditions for different priority levels Explore Advanced Features Cost Management — Control and optimize workflow costs Common Questions Published versions are immutable, but you can always edit the draft version (v0) and publish a new version when ready. This ensures your production workflows stay stable while you make changes. By default, the workflow stops and marks the run as failed. You can configure error handling strategies for each node, including continuing on error or routing to error-handling paths. Workflows consume AI credits based on the models and nodes used. You can set spending limits and view detailed usage in the workflow settings. Check the Usage tab after test runs to estimate costs. Get Help Need assistance? We're here to help: Check the Core Concepts to understand workflow fundamentals Review Variable Usage for advanced data handling Contact support at [email protected]