The Workflow Editor is a feature which allows you to build your own workflows by putting together multiple automations available on
II. Create a workflow from scratch
Creating a new workflow is the same principle as using templates on the Store: choose a first step *according to your input and a last step
*according to the output you wish to have.
All the magic takes place in the “My workflows” section or directly in the “Store” section: you'll be able to edit a workflow from scratch.
For each created workflow you'll be able to create multiple configurations with different inputs.
To begin creating a workflow configuration from scratch, go to “My workflows” or in the “Store”.
Then, in the top-right corner, click on "+ New Workflow”:
or on the " Store":
Choose a folder and a name for your workflow.
Next, you can select a specific folder, and enter a Name. Finally, click on “Create Workflow”:
You are now redirected to the workflow editor. It's a space where you're going to edit your workflow and the different steps that compose it:
Select an app and an automation according to the data you have as an input.
Finish your workflow with the app and automation that will help you get the output you wish:
1. Choose your first app
Start building by selecting an application that will trigger your workflow.
You can look for an app by typing its name in the search bar or select its logo.
It will display the list of automations related to the application you chose:
Note: If you're looking for specific home-made automations such as the Email Finder or the Email Cascade, you should select Captain Data.
2. Choose your first automation
Select a specific automated task.
The search bar allows you to look for automations related to the application you chose.
It's very simple to handle: all our automations are constructed the same way: it starts with an action, followed by the name of the app and finishes with the object you are looking for.
That being said, when looking for an automation in your step, you should apply these instructions.
Search: the action I want to perform on the app
LinkedIn: the app I want to automate
People: the object I want to operate
The following automations are listed when we start typing the action and the object we are looking for such as “Search” and “People”:
Take a look at our glossary to see the list of actions and objects we use when constructing our automations.
For each automation listed you can view the required input and the possible outputs by clicking on the associated labels:
The list is displayed in a JSON format. Output example here:
When done selecting your first application, click on continue and on the “+” button to add a new step.
3. Choose your next app and next automation
For this next step, you need to think about the data you want to automate next.
For example, during the first step we wanted to automate lead generation, so we picked “Search LinkedIn People” as our first automation.
It allowed us to lookup for specific people on LinkedIn.
What we want to do in this second step is to extract the profiles of the people we looked for in our first step.
This is what our next step search will look like:We're choosing the first automation: Extract LinkedIn People Profile
4. Configure an input mapping value
Starting from a second step, you can easily retrieve the outputs from your previous step and use it as input your next step. It's called mapping values.
Mapping values will help you “link” two automations between each other.
By clicking on the “Select a mapping value…”, the mapping will display all the output values of your precedent step:
You just need to select the output you want to map with your next step: note that we're recommending a mapping value to use.
Example: If my last step was “Search LinkedIn People” and my current step is “Extract LinkedIn People Profile”, I would get the following mapping values proposed in my current step:
I choose to map the two steps together with the recommended LinkedIn Profile Url value, meaning my current step “Extract LinkedIn People Profile” will use this value coming from the previous step “Search LinkedIn People” as input:
Define your aggregation view
If you're working with more than 3 steps, you can start aggregating data:
Aggregation views are your best friend when you need to combine and reconcile data.
Follow our documentation to understand how to create an aggregation view.
5. Launch your workflow
You're done creating your workflow? You can either launch a job now, or exit, to do it later.
If later > go to the top of the page and click on “Edit & Launch workflow".
The configuration space of your workflow will appear:
It's the same logic for templates on our Store: pick a name for your configuration, select your accounts, import or enter your inputs and define the launch settings.
We have a wide variety of templates available in our Store, so there's bound to be one that closely matches your use case, if not perfectly!
While you can't directly edit a template, if you come across one that's close but not quite right for your needs, please don't hesitate to contact our support team. We'd be delighted to assist you in creating a custom workflow tailored to your requirements. 💪