Creating a workflow from scratch means that you are going to use one or multiple Captain Data automations to build your workflow by chaining them together.
Custom Workflow Creation
Start by going on the “Templates” section or on the “My Workflows” section and click on “New Workflow”:
Select a folder and give a name to your workflow. Then, click on “Create Workflow”:
You are now in the edit mode of your workflow. It's the place where you are going to add steps to create your workflow.
- Start by selecting an application, e.g., LinkedIn:
- Then, select an automation, e.g., Search LinkedIn People. Note that at this step you can click on input and output buttons to see what are the required input fields and the output fields:
Your step is edited. You are now at the configuration step as told by the breadcrumb “3. Configure”. This is where you will configure:
- Configure inputs
Once you configure your input(s), the step “Configure input” section will be in green.
- Configure integrations
In this section, if you don't have the Chrome extension installed, we will propose it to you or install it here (only on social account steps). If you don't have a LinkedIn account plugged, it'll help you plug it in 2 seconds. Otherwise, you'll need to click on "Manually setup an account" and retrieve your cookie session.
If the account you selected is not up-to-date, hit the refresh button if you have the extension. If not, refresh it manually.
Once it's done, the section will be in green as well:
- Configure parameters
Parameters are not always required.
- Configure an aggregation view
Starting from the third step, you can start aggregating data between two steps.
It will enable you to reconcile the data between two steps and use it as your next step input(s).
To do it, click on "Create an aggregation view".
We advise you to only create an aggregation view when there are no recommended outputs in the "Configure mapping" section.
- Configure mapping
The step will enable you to retrieve the last step's outputs and use it as your next step's input.
We usually automatically recommend outputs to use:
If you don't have some, we advise you to create an aggregation view.
You are done configuring your first step 👍
If you're okay with this only step, you can now launch your workflow.
Launch your workflow
The launcher has several sections:
- Job name: it is mandatory to be able to launch your workflow
- Configure output data: this will enable you to choose the keys you want in your workflow results
- Job settings: this will precise how you want to launch your workflow (see section below)
You have two options to launch your workflow:
👉 Launch now
If you select this launch option, your workflow will launch immediately.
You can switch on the “Repeat” option as well. This will repeat your job after this launch according to the details you've entered.
Here, the workflow will launch now and repeat every working days during working hours.
👉 Custom launch
This launching mode will launch your workflow later at a specific time.
You’ll be able to select a date and time when you want your workflow to be launching.
You can also activate the repeat mode to schedule a new launch at a specific date and time.
Also, the eligible time mode will precise the days and time when you want your workflow to be repeating.
Here, the workflow will launch on the 8th of November at 9am and will repeat during weekends, on all hours.