How to add a new workflow?

Creating a new workflow from scratch

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

There are two ways to add a new workflow with Geekbot.

You can either (1) go to your Geekbot dashboard and press the + New Workflow button in the top right of the screen β€” or, you can (2) go to the menu bar and click the + New workflow button at the top of the list.

It doesn't matter which path you choose. Once you click the button, you'll see the templates page and can pick the option that best suits your needs.

Templates have predefined settings, so you only need to configure a few things β€” like the workflow name and schedule, the channel to which Geekbot should post the updates, and the team members you'd like to include.

There are a few more settings you can configure if you create a custom workflow β€” whichever you choose, always click Publish when you finish so that Geekbot can apply your settings and create yours.

...and there you have it! Adding a workflow is as simple as that. πŸŽ‰

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

πŸ’‘For more instructions on creating a workflow, check "How to create your first workflow"

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