How to Build Automations

The How to Build Automations category shows you exactly how to create workflows inside the Workload editor. If you’ve never built an automation before, these guides will help you every step of the way.

You’ll learn how to start a new automation, pick a trigger, and add the actions you want to happen next. For example, you might create a workflow that sends an email when someone fills out a form, or adds a row to Google Sheets when a new contact is created. Each guide includes screenshots and real examples to make things easy to follow.

These tutorials also show you how to test steps, map data between apps, and view outputs. You’ll get comfortable using features like test mode, data previews, and the drag-and-drop builder interface.

Once you understand the basics, you can add filters, branching, or conditional logic to build more powerful automations. You’ll learn one tool at a time, and you don’t need to write any code.

If you're new to automation, this category is the best place to build confidence. You’ll go from idea to working solution, faster than you think.