Getting started

Going from a manual process to a live automation takes only a few minutes. This guide will walk you through the essential steps to get your first workflow up and running.

1. Access the Platform

Log in to your Ebbot account and head to the Automations section. This is your mission control, where you'll find your Workflows dashboard, active integrations, and performance metrics.

2. Connect your first Integration

Before you can build a workflow, you need to give Ebbot permission to talk to your other tools.

1. Navigate to the Integrations tab.

2. Browse the library for the tools you use (like TOPdesk, Slack, or Zendesk).

3. Click Install and follow the prompts to authenticate.

4. Once connected, Ebbot will automatically unlock a set of custom Triggers and Actions specific to that tool.

3. Launch the Flow Builder

With your integrations ready, you have two paths to start building:

Option A: Start from scratch

If you have a specific custom logic in mind, you can create a new workflow from scratch on the Workflows page. This opens a blank canvas in the Flow Builder, giving you total control over the automation's structure.

Option B: Use a Template

If you want to move fast, head to the Templates tab on the Workflows page after installing an integration. Here you'll find pre-configured workflows for common scenarios (like auto-replying to tickets). You can select which workflows you would like to activate and fill the required fields. The template will then become an unpublished workflow which you can edit in the Flow Builder to match your needs. For more information about using templates, see Templates.

4. Validate and Go Live

Before you hit publish, the Flow Builder acts as a safety net. It will highlight any nodes that are missing required configuration or aren't properly connected.

1. Ensure all red error indicators are resolved.

2. Double-check your logic and LLM prompts.

3. Click Publish to activate the workflow.

Pro-tip: We always recommend testing new workflows against a staging or sandbox environment before connecting them to your live production data.

5. Monitor and Iterate

Once your workflow has 'left the nest,' you can track its performance in real-time. Use the Dashboard & Monitoring page to see successful runs, inspect logs for failures, and fine-tune your logic as your needs evolve.