Create workflows (Quick Start Guide)

Table of Contents

Set up your trigger step
Set up your filter (if needed)
Set up your action
Title and activation
Share your workflow

For this quick start guide, we will guide you through the process of setting up your first, basic workflow using Google Sheets and Google Gmail. When a new row is added to a spreadsheet in Google Sheets, send email in Google Gmail. By the end of this short tutorial, you’ll be automating your work in no time!

Set up your trigger step #

Triggers are the very first part of setting up a workflow. It is the event that happens in a 3rd party app that kicks off the entire workflow process. Think in terms of “When (event) happens in (app), do (action) in (app).

Choose an app from the list available integrations

In this example, we’ll use Google Sheets as our trigger application (i.e. When XXX happens in Google Sheets)

Select the event you want to to trigger the workflow (i.e. When New Spreadsheet Row happens in Google Sheets)

Now that we’ve selected Google Sheets as our app, we want to focus our workflow to trigger when a new spreadsheet row is added to a sheet.

Authorize Workload

Configure and set up the trigger

Ensure that you select a spreadsheet and a sheet within the spreadsheet to monitor for new rows being added.

Test trigger for data

You can use the dropdown to select a specific sample from your spreadsheet to work with in future action steps

The data is viewable under the “Output” field. This represents the keys that will mapped to future workflow runs. The values are just there for placeholder purposes to give you an idea of what would happen during a live run of the workflow.

Set up your filter (if needed) #

Sometimes you’ll need to add a filter to your workflow. Filters are useful if you only want your workflow to run only when certain conditions are met. In this example, we want this workflow to trigger every time a new row is added to our worksheet. What if we only want this workflow to run if column F is greater than 4? We can achieve that by adding a filter!

Click on the tool icon along the connection line between the two steps

Select “Filter/Delay” after clicking on the wrench tool icon

Title your filter

Add a title to your filter so the black label will appear in between steps. This will remind you of its existence next time you login.

Add a condition

Click on “+ Add Item”, and then click on “+Add Item” again inside of the Conditions menu.

Select the key to filter on

In this example, we want to select the key for Column F from our dropdown menu

Select the filter type

Select (Number) Greater than as your “Condition”.

Add a filter value to be met

Using your keyboard, just type “4” into the field for “Enter or select value…”. Your filter should now look similar to the screenshot above. Click out of the filter side pane to go back to your workflow set up.

Set up your action #

Action steps are the workhorses of automation. This where you define what happens after the triggering event. For our example in this tutorial, we want to send an email to ourselves every time a new row is added to Google Sheets. You can add as many action steps to a workflow as you need, but this example only covers a simple 2 step process.

Choose an app