Add a Workflow

This guide walks through creating a new workflow and fully configuring it with devices, a skill, and actions.

Create the workflow

1. Click the Workflows tab in the top navigation bar.

2. Click the New Workflow button (top right, below your account name).

3. In the New Workflow dialog, enter a name for your workflow.

4. Click Save.

Your workflow is created and you'll see the new workflow card with three empty columns: Devices, Skills, and Actions.

Add devices

In the Devices column, click the plus (+) icon to open the device selector.

• Use the search bar to find devices by name or serial number
• Click a device to select or deselect it
• Click Save to add the selected devices

Add a skill

In the Skills column, click the plus (+) icon. The Add Skill dialog will appear.

• Search for an existing skill from your organization's library, or
• Click New Skill to create one inline

Once selected, the skill is added to your workflow. You can click on the skill to configure its name, version, inputs, outputs, and port settings. See Skills for full configuration details.

tip

To learn how to create a new skill, see Add a Skill.

Add actions

In the Actions column, click the plus (+) icon. Choose from the available action types:

Action Type	Description
API Call	Send skill output data to an external HTTP endpoint (POST, GET, or PUT)
Email Notification	Send an email alert when output is received
Slack Notification	Post a message to a Slack channel
Teams Notification	Post a message to a Microsoft Teams channel

Additional action types may be available depending on your organization's configuration.

After selecting an action type, you'll be taken directly to its configuration screen. You can click any existing action at any time to edit it. See Actions for full configuration details, including how to set up conditional trigger rules.

Sync the workflow

Once you've added at least one device and clicked Sync, the portal will deploy the current configuration.

Sync pushes the current configuration to your devices and starts the skill deployment. The button updates to show the sync progress in real time.

tip

You can also sync the workflow later — any changes you make are staged locally until you click Sync.

See Syncing & Deployments to understand what happens during a sync and how to monitor its progress.