Workflows are for work you have already done once by hand. Do not start here on day one.
Each workflow has a trigger, steps, and a run history.
Information
Open Workflows from the app rail.
Name the outcome
Add steps in the order a person would do them. Keep each step small enough to fail on its own.
Connect only what a step needs
Mail or other Connectors belong on a step, not on every workflow.
Run before you schedule
Use Run to test. Read the run. Fix the step that broke. Schedule only after a clean run.
If a workflow needs a person to approve a step, it will wait. You will see that pause in the run and on the Dashboard.