# General Stages

User can create a workflow to automate the process

To create a workflow

Go to settings

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F70h1la8HwdwaACmDyjZH%2F0.png?alt=media)

In setting, select Workflow

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F70EESN22JkD6Tc1fViWh%2F1.png?alt=media)

Click on +Workflow to add a new workflow

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FgKVG0tDRjqA1IKNRhFNL%2F2.png?alt=media)

Select the workflow type as per requirement

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FH8ebzyAghtMZm1gKsyqd%2F3.png?alt=media)

In Automated flow, a workflow will start when a record is created, updated or deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcsAimy2hAbILJ9qIY1jW%2F4.png?alt=media)

In Scheduled flow, workflow will start automatically at a scheduled time

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8v3CGWNjq16CkXxN7rLC%2F5.png?alt=media)

In Instant flow, workflow will start manually

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAvZDQkZ30Dfv0Tn53m7K%2F6.png?alt=media)

Click on the automated flow

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6vnEUwO5y5ZKJ8OH8dDr%2F7.png?alt=media)

A pop up will appear

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F2S9EzmsO0CjrzJ3XtrDz%2F8.png?alt=media)

Select the option for which workflow will trigger

1. On Record Added: A workflow will trigger when a record will be added in the repository
2. On Record Removed: A workflow will trigger when a record will be removed from the repository
3. On Record Updated: A workflow will trigger when a record will be updated in the repository
4. On Email Received: A workflow will trigger when an email will received

Select the option On Record Added and click on Next

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcLMm53foxZV5G79L7RvA%2F9.png?alt=media" alt=""><figcaption></figcaption></figure>

Click on the detail tab and add all the details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fcur8bVFWao6jZyiYim15%2F10.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FWBRjuIsciGZsIeriA6SG%2F11.png?alt=media)

After adding all the details click on the workflow stages

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FkmYFEoPneOzoHXEF3Nef%2F12.png?alt=media)

In workflow stages, click on stages

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHGvlOfUvKXYQx43AzfWS%2F13.png?alt=media)

In stages, go to the general tab

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjJxv3kZnr7kYJiaimXK5%2F14.png?alt=media)

In general tab there are total 9 stages.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fppl99W85vfKVxTnjPjdp%2F15.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLn6SAi2FF2gkZ7DduQqU%2F16.png?alt=media)