Workflows in Lecca.io
Lecca.io's Workflow tools allow you to automate a series of actions. Workflows can split paths, conditionally execute steps, schedule tasks, wait for human intervention, and much more.
Getting Started
Creating an effective workflow starts with understanding its purpose. Here are the three primary reasons you might create a workflow on Lecca.io:
- Automate Sequential Tasks: Trigger a series of predefined automation steps.
- Invoke AI Agents: Use the "Message Agent" action to initiate an AI Agent.
- Tool for AI Agents: Define a manual trigger with the "Manually Run" action and optionally utilize the "Output Workflow Data" action to interact with the AI Agent.
To ensure that you can make the most of workflows, follow these steps:
Step 1: Plan Your Workflow
Determine the purpose of your workflow from the three options outlined above.
Step 2: Configure Triggers and Actions
Choose a trigger that initiates the workflow and define subsequent actions.
Step 3: Integrate with Applications
When adding steps that need to connect to third-party apps:
- Select from existing connections within the project or workspace.
- Or create a new connection.
Step 4: Fill out the form
Every trigger and action has a form to configure the step.
Step 5: Use Outputs and Variables
When configuring steps, dynamically input outputs from previous steps or preset variables. These will update as the workflow executes.
Step 6: Test and Troubleshoot
After configuring each step, click Save. For testing:
- Use Save & Test to trial with either mock data or real data.
- Mock data mimics expected results, while real data performs actual operations.
- Monitor the workflow's execution via the Executions page for effective troubleshooting.
If you're never built automations. If can be tricky. Please reach out to our support team, watch our guides, and/or read our docs thoroughly!