How-To Guides

How to Start a Workflow

Last updated 28 May 2026

How to Start (Trigger) a Workflow

Any team member can start a published workflow that their admin has made available to them.

Steps

  1. Go to Flows in the left sidebar
  2. You will see a list of workflows available to you
  3. Click Trigger (or the play button) next to the workflow you want to start
  4. The workflow will start immediately and the first task will be assigned

Using AI to find the right workflow

If you are not sure which workflow to use:

  1. On the Flows page, look for the "Start a flow with AI" panel at the top
  2. Describe what you need in plain English — for example: "I need to submit a leave request for next week"
  3. BizFlow AI will match your request to the best available workflow and explain its reasoning
  4. Click Start this flow if the match looks right

Notes

  • You will only see workflows that are published and available to your department
  • After triggering, find your pending tasks in Tasks → Pending