How to Create a Workflow

What is a workflow?

A workflow is a sequence of steps that moves a piece of work from start to finish — for example, a leave request that goes to a manager for approval, then to HR to log.

Creating a workflow (Admin only)

1. Go to Flows in the left sidebar
2. Click New Flow (or open a Template from the Templates button)
3. Give your flow a name and optional category

Building the canvas

You will see a canvas with a Trigger node and a Complete node already placed.

• Add a step: click the + button on any node, or drag from the node toolbar
• Action node: a step where someone fills in a form
• Branch node: a yes/no decision that routes the flow based on a field value

Configuring a step

1. Click a step node to open the config panel on the right
2. Set a step name (e.g. "Manager Approval")
3. Add form fields — short text, long text, dropdown, checkbox, file upload, and more
4. Set the assignee rule — who receives this step:
   • Requester (the person who triggered the flow)
   • Manager of requester
   • A specific email address
   • Head of a department
   • Skip-level manager
5. Optionally set a deadline (e.g. "Due within 2 days")

Using AI to build a workflow

Click the AI (Sparkles) button in the toolbar and describe what you need in plain English. BizFlow will generate a complete workflow for you to review and adjust.

Publishing

When your workflow is ready:

1. Open the Publish panel (right sidebar)
2. Click Publish — the workflow becomes available for your team to trigger

Published workflows are versioned. You can keep editing a draft without affecting live instances.