Instruction for workflow

Our AI-Workflow-Builder turns your business logic into a live automation sequence instantly, connecting your favorite apps with a single, clear command.

1. Describe Your Automation:

   Enter your entire workflow logic as one prompt: "Create a workflow to send a contract via DocuSign when a deal is marked 'Closed Won' on Zoho CRM."

2. AI Scaffolds the Integration:

   The AI instantly builds the full, multi-step sequence, identifying the Zoho CRM trigger and the necessary DocuSign action.

3. One-Click Customization:

   The generated workflow is presented on the canvas, allowing you to easily click and update the Zoho and DocuSign credentials and specific contract parameters.

4. Test Your Live Connection:

   Use the built-in test feature to simulate a "Closed Won" event in your CRM to ensure the contract is successfully generated and sent for e-signature.

5. Activate and Automate:

   Once validated - the system will automatically handle contract sending for every closed deal, saving you manual effort.