Creating Your First Workflow
This step-by-step guide will walk you through creating your first workflow in Optiflow. By the end, you'll have a functioning workflow that automatically fetches data and sends it to your email.
Step 1: Access the Workflow Editor
To create your first workflow, you'll need to access the Workflow Editor from your Optiflow dashboard.
Sign in to your Optiflow account at app.optiflow.com
From the main dashboard, click on the "Workflows" item in the left sidebar
Click the "+ New Workflow" button in the top-right corner of the workflows page
The Optiflow dashboard with the Workflows section highlighted
Pro Tip
You can also create a new workflow directly from your dashboard by clicking the "Quick Actions" button and selecting "Create Workflow."
After completing these steps, you'll be taken to the workflow editor where you can start building your first automation workflow.