Workflows
The Setup Wizard
Connect integrations, choose your data, and confirm settings before a workflow can run.
Some workflows need a one-time setup before they can run. Clicking a workflow's Configure button opens a wizard that walks you through only the steps that actually apply to that workflow — it skips any that don't.
The Setup Steps
1
Connect integrations
The wizard lists the apps the workflow needs. Click Connect for each one, then Check Again to confirm the connection. You can only continue once every required integration is connected. See Integrations.
2
Choose where it works
If the workflow uses a spreadsheet, pick an existing Google Sheet using the search box, or click Create New Sheet to start one from scratch.
3
Pick a tab and check columns
Choose which tab in the sheet to use. The wizard checks that its column headers match what the workflow expects. If they don't, click Reset Headers to fix them automatically, or Continue Anyway to proceed as-is.
4
Fill in any extra settings
Enter any remaining values the workflow needs, then click Complete Setup.
💡Tip
When setup finishes you'll see a Setup complete confirmation. The workflow is ready to use — try one of its example prompts in chat to see it in action.