Creating Your First Bolt Workflow

By Backer

Summary

Meet Bolt, your team's automation hub. Start your first workflow by picking a ready-made template that fits your team's needs.

Chapters

  1. Meet Bolt, your team's automation hub. (0s)
  2. Set a trigger to kick things (6s)
  3. Drop in approval steps wherever a (14s)
  4. Test the flow, hit publish, and (21s)

Transcript

Meet Bolt, your team's automation hub. Start your first workflow by picking a ready-made template that fits your team's needs. Set a trigger to kick things off — a form, a schedule, or an event — then add actions that run automatically, step by step. Drop in approval steps wherever a sign-off matters, and watch every run unfold live from the monitoring panel. Test the flow, hit publish, and you're live. Then duplicate the workflow to roll it out for every other team.