Build Your First Workflow

Create a workflow that automatically generates a summary when a contact is created.

What You'll Build

A workflow that:

1. Triggers when a new contact is created
2. Uses AI to generate a personalized summary
3. Updates the contact with the summary

Prerequisites

• Expedify account with Workflows access
• At least one contact in your CRM

Step 1: Create a New Workflow

1. Navigate to Automation → Workflows
2. Click + New Workflow
3. Name it: "Contact Summary Generator"
4. Click Create

Step 2: Add a Trigger

Every workflow starts with a trigger.

1. From the node palette, drag Database Trigger to the canvas
2. Configure it:
   • Entity: Contacts
   • Event: Create
3. This workflow will now run whenever a new contact is created

Step 3: Add an AI Node

1. Drag an LLM Node to the canvas
2. Connect it to the trigger (drag from trigger output to LLM input)
3. Configure the LLM node:

Model: GPT-4
Temperature: 0.7
Prompt: |
  Generate a brief professional summary for this contact:

  Name: {{databasetrigger_1.name}}
  Email: {{databasetrigger_1.email}}
  Company: {{databasetrigger_1.company_name}}

  Keep it under 100 words.

Step 4: Add a CRM Update Node

1. Drag a CRM Update node to the canvas
2. Connect it to the LLM node
3. Configure it:

Entity: Contact
ID: {{databasetrigger_1.id}}
Fields:
  custom_fields:
    ai_summary: {{llm_1.response}}

Step 5: Save and Activate

1. Click Save in the toolbar
2. Toggle the workflow to Active
3. Your workflow is now running!

Test It

1. Go to Customers → Contacts
2. Click + Add Contact
3. Add a new contact with name, email, and company
4. The workflow will automatically generate a summary

View Execution

1. Go to Automation → Executions
2. Find your workflow execution
3. Click to see the execution details and logs

Complete Workflow

┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│  Database       │────▶│    LLM Node     │────▶│   CRM Update    │
│  Trigger        │     │                 │     │                 │
│                 │     │  Generate       │     │  Save summary   │
│  On: Contact    │     │  summary        │     │  to contact     │
│  Event: Create  │     │                 │     │                 │
└─────────────────┘     └─────────────────┘     └─────────────────┘

Understanding the Canvas

Element	Purpose
Nodes	Individual steps in your workflow
Connections	Lines showing data flow between nodes
Variables	{{node_alias.field}} syntax to pass data
Toolbar	Save, test, and activate controls

Variables Explained

Variables pass data between nodes. Each node has an alias, and you reference its output fields like this:

{{databasetrigger_1.name}}
   ↑              ↑
   Node alias     Field name

Next Steps

• Workflow Triggers - Learn all trigger types
• Workflow Builder - Explore the node palette
• Executions - Monitor and debug workflows
• Automation Guides - Deeper how-to tutorials