Expand your first workflow

Once your first workflow runs correctly, expand it gradually. Add one change, run it, and review the result before adding the next one.

Good reasons to expand

• Send the same data to another app.

• Use information from one step in a later step.

• Add a condition so the workflow only continues when certain facts are true.

• Handle more than one record or item.

• Notify someone when work is complete or needs attention.

A safe way to expand

1. Start from a workflow that already runs successfully.

2. Add one step or one piece of logic.

3. Run the workflow with test data.

4. Review the run log.

5. Fix anything unexpected before adding more.

6. Publish the updated workflow when it is ready.

Common next improvements

• Add another action.

• Filter out records that do not need work.

• Add a notification step.

• Use a recipe as a shortcut for a common pattern.

Next step

Move into the Workflows section when you are ready for detailed builder guides.