# General Stages

User can create a workflow to automate the process

To create a workflow

Go to settings

![](/files/onAhPtWle6dqTAf96nzE)

In setting, select Workflow

![](/files/fq0vsfimcjUdG1epJd3l)

Click on +Workflow to add a new workflow

![](/files/YGK7FYooBldoIWoKk8iv)

Select the workflow type as per requirement

![](/files/epuCI7BSY3Qfx8frJHeV)

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

![](/files/lAHDP5CUg9MwMs8z9JNC)

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

![](/files/azK35HUBTuGbs2bkWBPu)

In Instant flow, workflow will start manually

![](/files/DmEJYHZBlfEcAOjRjx6v)

Click on the automated flow

![](/files/v6fyVoeq893HZ7KxwzKe)

A pop up will appear

![](/files/jHvPikA7BQOJe2xHQS7N)

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="/files/TpQyi4fNjd4IxoXfM92C" alt=""><figcaption></figcaption></figure>

Click on the detail tab and add all the details

![](/files/bX18K4rfwlAjmaWGCs11)

![](/files/0gr0iSkNOI2hhMITqSp0)

After adding all the details click on the workflow stages

![](/files/QozxkaANP9w3BXmI8Y3j)

In workflow stages, click on stages

![](/files/bTEp5n0waQ7XudDAKit0)

In stages, go to the general tab

![](/files/0CklXrRr9u96l358hwNp)

In general tab there are total 9 stages.

![](/files/sWwlxSSnfOD2IWEWeKit)

![](/files/ZXqV1PNNs6Cb9zcbcTN3)


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