If you’re a small business owner looking for easier ways to manage your daily tasks and processes, understanding how to set up workflows can be a game changer. Workflows help automate repeatable actions—like sending follow-up emails or organizing customer info—so you can focus on growing your business.

📌 Why This Matters

Getting started with workflows can feel overwhelming, especially if you’re new to automation. Having clear options lets you pick what works best for your comfort level, whether that’s using AI to build workflows for you, selecting helpful templates, or designing your own from scratch. This flexibility helps you save time and avoid frustration right from the start.

✨ What’s New

• AI-Powered Workflow Builder: Simply describe what you want to automate in plain English, and the tool helps create the workflow for you—no tech skills needed.
• Easy Access to Templates: Browse a variety of ready-made workflow templates that you can use as inspiration or modify to fit your unique business needs.
• Multiple Starting Options: Choose how you want to begin: use the AI builder, pick from templates, or start with a blank workflow to customize fully on your own.

🛠️ How to Use It

1. Step 1: Decide how you want to create your workflow—try describing it in simple words for the AI tool, browse existing templates, or click to start fresh.
2. Step 2: Follow the guided prompts or customize the elements to fit your specific business processes and goals.

💡 Pro Tip

Using workflows helps you turn repetitive tasks into automated actions, freeing up your time to connect with customers and grow your revenue.