How to create a workflow

Describe a routine job once, choose when it runs, and switch it on.

Updated 2026-10-14

Each item in Automations is a workflow: a job Otto does on its own, on time.

1. Open Automations and press New workflow.
2. Choose how to start:
   • Describe it: write it in a sentence, the way you would brief a new hire. Otto drafts the workflow.
   • Templates: start from a ready-made workflow and change it.
   • Build one: put the steps together by pressing.
3. Choose when it runs: on a schedule, when a customer is added or changes, or when your website form is filled in.
4. Switch it on.

Each workflow's card shows whether it is switched on, and how many runs it had and how many failed in the last 24 hours. Deleting a workflow keeps its past runs in Activity.