Reference · How-to · ~10 min
How to automate a workflow (no-code)
Chain triggers and AI steps without shipping production code — still review every output.
Chain triggers and AI steps without shipping production code — still review every output.
Steps
1. **Name the trigger** — new email, form submit, schedule, Slack message
2. **Define the outcome** — summary posted, draft reply, row in sheet
3. **Add one AI step** — classify, summarize, or extract fields
4. **Add a human gate** for external sends or money moves
5. **Test with 5 real samples** before turning on live traffic
Example flow
Trigger: Support form submitted
→ AI: extract issue type + urgency
→ If urgent: Slack alert + draft reply in inbox
→ Else: tag CRM + auto-ack email (template, not free-form)Copy-paste AI step prompt
Extract JSON only:
{ "issue_type": "", "urgency": "low|medium|high", "summary": "" }
Rules: use only the form text; if missing info set "unknown".
Form:
[paste]