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How to create your first workflow?
How to create your first workflow?

Everything you need in order to create your first Geekbot workflow

Mitch Georgiadis avatar
Written by Mitch Georgiadis
Updated over a week ago

Congratulations! This is a big moment. Creating your first workflow with Geekbot: let's breathe, now we begin πŸ€–

To create a new workflow, you first have to go to your Geekbot dashboard (as this is your first β€” and assuming you're not a participant in any other workflow β€” you'll arrive at the Geekbot templates page).

Here, you can browse through a selection of workflows templates to find the one that best fits your needs. If you want something a little more bespoke, you can always 'Build your own' from scratch...

...the choice is yours 😎

Already A Workflow Participant? Read On.

If you're already participating in a workflow and you want to create a new one, you'll arrive at the dashboard homepage.

From here, click the New Workflow button in the top right corner.

Alternatively, you can go to the menu bar and click the + New Workflow button there.

Once clicked, you will see the templates page we mentioned earlier. Now, you can choose the one that best suits your needs.

If you select a template, you only need to configure a few settings like the workflow name, schedule, the channel you'd like to broadcast updates to, and the members you want to participate.

If you choose to create a custom workflow, there are a few more settings you can configure, feel free to adjust them exactly as you please.

Once you're done, always hit Publish to apply all your settings and create your workflow... and there you have it!

Creating a workflow is as simple as that πŸŽ‰

Geekbot will alert team members to the new workflow, sending a short message both to the broadcast channel as well as each participant. Expect a warm welcome πŸ‘‹ alongside the details of when the first workflow will take place.

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