Getting Started Guide

This guide will walk you through creating your first Connect Machine workflow.

Prerequisites

• A Connect Machine account (create one at connectmachine.ai)
• Access to the service you want to integrate

Step 1: Create a New Workflow

1. Log in to your Connect Machine dashboard
2. Click "Create Workflow" button
3. Give your workflow a descriptive name
4. Click "Next"

Step 2: Choose Your Trigger

A trigger is the event that starts your workflow.

1. Click "Add Trigger"
2. Select the service you want to monitor (e.g., Gmail, Salesforce, etc.)
3. Connect your account if you haven't already
4. Configure the trigger (e.g., "when a new email arrives with subject containing 'Invoice'")
5. Click "Save Trigger"

Step 3: Add an Action

An action is what happens when your trigger fires.

1. Click "Add Action"
2. Select the destination service
3. Configure what data to send (you can map fields from your trigger)
4. Click "Save Action"

Step 4: Add Conditions (Optional)

Conditions allow you to control when actions execute.

1. Click "Add Condition"
2. Set up your logic (e.g., "If amount > 1000")
3. Click "Save Condition"

Step 5: Test Your Workflow

1. Click "Test" button
2. Generate a test event or use sample data
3. Check that the workflow executes correctly
4. Review the logs to ensure data flows properly

Step 6: Deploy Your Workflow

1. Click "Deploy" button
2. Your workflow is now live and monitoring for trigger events

Next Steps

• Add more actions to create complex workflows
• Set up error handling and notifications
• Monitor your workflow performance
• Explore other guides

Troubleshooting

Workflow not triggering?

• Check that the trigger is properly configured
• Verify the connected account has proper permissions
• Review the workflow logs for errors

Data not flowing correctly?

• Check field mappings in your actions
• Review logs for transformation errors
• Test with sample data

Need more help? Check out our other guides or visit connectmachine.ai.