Documentation
Flows
Creating Flows

Creating Flows

Creating Your First Flow

AutoCRUD’s visual flow builder makes it easy to create powerful automated workflows without writing code. This guide will walk you through creating your first flow.

Prerequisites

  • An AutoCRUD account with access to a workspace
  • Basic understanding of the workflow concept

Step 1: Access the Flows Section

  1. Navigate to your workspace dashboard
  2. Click on the Flows icon in the left sidebar
  3. Click the Create Flow button in the top-right corner

Step 2: Design Your Workflow

Once in the flow builder, you’ll see a canvas where you can design your workflow:

  1. Start with a Trigger Node (automatically added)
  2. Use the + button or drag nodes from the node library to add actions
  3. Connect nodes by dragging from the output of one node to the input of another

Step 3: Configure Your Trigger

Every flow starts with a trigger that determines when your workflow will run:

  1. Click on the trigger node to open its configuration panel
  2. Select a trigger type:
    • On Schedule: Run at specified intervals
    • HTTP: Triggered by a webhook
    • On Demand: Manually triggered
  3. Configure the trigger settings as needed

Step 4: Add and Configure Action Nodes

Add actions to your workflow to perform specific tasks:

  1. Click on the + button to add a node
  2. Select from available node types:
    • Send Email: Send email notifications
    • HTTP Request: Make API calls to external services
    • Ask Question: Leverage AI for question answering
    • And many more…
  3. Configure each node’s parameters as required

Step 5: Test Your Flow

Before deploying your flow, you should test it to ensure it works as expected:

  1. Click the Play button in the toolbar to run your flow
  2. Monitor the execution in real-time
  3. Check node outputs to verify the results
  4. Make adjustments as needed

Step 6: Save and Activate Your Flow

Once you’re satisfied with your flow:

  1. Give your flow a descriptive name
  2. Click the Save button
  3. Activate your flow to make it live

Example: Simple Email Notification Flow

Let’s create a simple flow that sends an email when triggered:

  1. Start with a trigger node (e.g., HTTP trigger)
  2. Add a Send Email node
  3. Connect the trigger to the email node
  4. Configure the email node with recipient, subject, and content
  5. Save and test your flow

Next Steps

Now that you’ve created your first flow, you can:

Triggers