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Workflows

Workflows is a visual no-code automation feature within 4Geeks AI Agents that connects your tools and automates repetitive tasks. Build multi-step workflows with triggers, actions, and intelligent data mapping — no coding required.

Key Features

Feature Description
Visual Builder Drag-and-drop workflow editor with step-by-step configuration
Multiple Triggers Manual, scheduled (cron), or webhook-triggered workflows
20+ Actions Pre-built actions across Data, CRM, Communication, Calendar, Voice, and Health categories
Data Mapping Pass data between steps using expression syntax ({{Step N.field}})
14 Templates Pre-built workflow templates for common use cases
Execution Logs Monitor workflow runs with detailed execution history

How It Works

graph LR
    A[Trigger] --> B[Step 1: Action]
    B --> C[Step 2: Action]
    C --> D[Step N: Action]
    D --> E[Complete]
  1. Choose a Trigger — When should the workflow run?
  2. Add Actions — What should happen at each step?
  3. Map Data — Pass information between steps
  4. Activate — Turn on your workflow and let it run

Getting Started

From a Template

  1. Navigate to Workflows from the main dashboard
  2. Browse available templates
  3. Click Use Template on your chosen template
  4. Configure connections (e.g., connect your Google account)
  5. Customize steps as needed
  6. Click Activate

From Scratch

  1. Click Create Workflow
  2. Name your workflow
  3. Choose a trigger type
  4. Add actions step by step
  5. Configure data mapping between steps
  6. Test with a manual run
  7. Click Activate

What’s Next

  • Triggers — Learn about manual, scheduled, and webhook triggers
  • Actions — Explore available actions across all categories
  • Templates — Browse pre-built workflow templates
  • FAQ — Common questions about workflow building

Need Help?

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