How to Start (Trigger) a Workflow
Any team member can start a published workflow that their admin has made available to them.
Steps
- Go to Flows in the left sidebar
- You will see a list of workflows available to you
- Click Trigger (or the play button) next to the workflow you want to start
- 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:
- On the Flows page, look for the "Start a flow with AI" panel at the top
- Describe what you need in plain English — for example: "I need to submit a leave request for next week"
- BizFlow AI will match your request to the best available workflow and explain its reasoning
- 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