Quickstart: Create Your First Automation in 5 Minutes

This quickstart guide will walk you through creating your first automation workflow in Syncaut.

By the end of this guide, you will have a simple workflow running inside your workspace.

Step 1: Open or Create a Workspace

After signing in to Syncaut, select an existing workspace or create a new one. If you're signing up you would be asked to create a workspace as part of onboarding.

Workspaces help you organize automation by team, client, or project.

Step 2: Create a New Workflow and Using the Sidebar Switcher

1. Navigate to the Workflows section on the sidebar and click Create Workflow.

2. You can always switch between workspaces using the sidebar-switcher. It allows your sidebar to be tailored to specific workspaces, so you can access the workflows and executions in those workspaces.

3. Give your workflow a name that describes what it does. For example:

• Order Notification

• Data Sync

• Client Reporting Automation

Step 3: Add a Trigger Node

Every workflow starts with a trigger.

Click Add Node and choose a trigger that starts your workflow. A trigger could be:

• A new order in a store

• A webhook event

• A scheduled time

• A data update from an integration

This event will start the automation.

Step 4: Add Action Nodes

Next, add action nodes to perform tasks after the trigger fires.

Examples of actions include:

• Sending a notification

• Updating data in another system

• Creating a record in a database

• Triggering a fulfillment or reporting process

You can connect multiple nodes to build a complete automation workflow.

Step 5: Save Your Workflow

Make sure you save so your workflow runs as expected.

Check that each node executes correctly and that data flows between steps properly.

Step 6: Execute the Workflow

Once everything looks good, execute your workflow.

Your automation will now run automatically whenever the trigger condition is met.

Next Steps

Now that you have created your first automation, you can:

• Add more nodes to expand your workflow

• Save workflows as templates

• Reuse templates across workspaces

• Share templates with your team or publish them publicly.

You can also use templates either published by the community or by Syncaut and fine tune those templates to your liking