1

Create a Workflow

In the Leap dashboard, click on the “Create Workflow” button. You can choose to create a new workflow from scratch or use a template. We recommend starting with a template to get familiar with the platform.

2

Configure the Workflow

After creating the workflow, you’ll be redirected to the editor where you can view the workflow, add actions, and configure triggers. Most templates have actions and triggers that require connecting an account or setting up API keys. Look for any nodes highlighted in red, click on them, and follow the configuration steps.

3

Publish and Run

Once all nodes are configured, click the “Publish” button to save your workflow. If the workflow has a manual trigger, you can click the “Run” button to execute it manually. Otherwise, the workflow will run automatically based on your trigger configuration.

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Learn More

To build effective workflows, it’s important to understand the core concepts:

  • Actions - Add actions to your workflow to perform tasks like sending messages, generating AI content, and more
  • Triggers - Choose how to start your workflow: manually, on a schedule, or based on external events
  • Conditionals - Add if/then logic to make your workflow smarter
  • Loops - Repeat actions to handle multiple items at once

If you have any questions, please reach out to us at help@tryleap.ai.

You can also run workflows from the API, see our API reference for more details.

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