Creating a New Workflow

Select or Create a Pack

Start by selecting an existing Pack or creating a new one. This is where your new workflow will be located.

Create a New Workflow

In the top-right corner of the selected Pack, click ‘New Workflow’ to begin creating your workflow.

Provide a Prompt to Builder Copilot

A dialog box will appear where you can enter a prompt describing the workflow like to create.

Provide clear and specific instructions for the Builder Copilot to receive the best results.

Generate the Workflow

After you have finished providing instructions for Builder Copilot, click on the ‘Generate Workflow’ button located in the bottom-right corner. The generation process may take a few seconds.

Review and Refine the Workflow

Once the generation is complete, you will see a preview screen:

• Left panel: Your original prompt (double-click to edit and regenerate).
• Right panel: The workflow the Builder Copilot has created.
• Advanced options: Add a description and tags for easier management later.

Finalize in the Workflow Editor

You will be redirected to the Workflow Editor where you have the option to:

• You can modify or improve the generated logic either by using the Builder Copilot or by editing it manually to suit your needs.
• Test your workflow

Publish the Workflow

Use the ‘Publish & Activate’ button to publish and activate your workflow for the first time. After the initial activation, any future changes you publish will simply update the most recent workflow version—without reactivating it.To learn more about the difference between published workflows and unpublished workflows, check out the documentation here.

Only users with the Owner user role, Contributor user role, or a custom role with the workflow:publish permission can publish workflows. To learn more about about approving and publishing workflows , check out the documentation here

Select or Create a Pack

Start by selecting an existing Pack or creating a new one. This is where your new workflow will be located.

Create a New Workflow

In the top-right corner of the selected Pack, click ‘New Workflow’ to begin creating your workflow.

Open the Workflow Editor

In the setup screen, click Continue to Editor in the bottom-right corner. This will take you to the Workflow Editor, where you can begin building your workflow from scratch.

Configure Workflow Settings

Before entering the editor, configure the workflow settings:

You can proceed with this step using the default values and make changes at a later stage, if needed.

Parameter	Description	Default Value
Name	Enter a clear, descriptive name for your workflow.	New Workflow
Pack	Select the Workflow Pack where this workflow will live. Packs help organize related workflows.	The Selected Pack
Icon	Assign an icon to visually identify your workflow.	N/A
Trigger Type	Choose how the workflow is triggered: via an Event-Based Trigger, an On-Demand Trigger, or a Scheduled Trigger.	On-Demand Trigger
Advanced – Description	Provide a short summary of the workflow’s purpose and behavior.	N/A
Advanced – Tags	Add tags to help categorize and filter your workflow within the platform.	N/A
Advanced – Run Environment	Choose the runner environment that will execute the workflow steps.	Blink Cloud.

Build Your Workflow

Once you completed the setup, you will be directed to the Workflow Editor. From here, you can build your workflow accordingly.

Publish the Workflow

Use the ‘Publish & Activate’ button to publish and activate your workflow for the first time. After the initial activation, any future changes you publish will simply update the most recent workflow version—without reactivating it.To learn more about the difference between published workflows and unpublished workflows, check out the documentation here.

Only users with the Owner user role, Contributor user role, or a custom role with the workflow:publish permission can publish workflows. To learn more about about approving and publishing workflows , check out the documentation here