Creating workflows

You can create workflows from scratch or start from a built-in template. This page covers both approaches and explains how to define triggers and steps.

Creating from a template

Templates are the fastest way to get started. They include pre-configured triggers and steps for common automation scenarios.

1. Navigate to Workflows in the sidebar.
2. Click Create Workflow.
3. Choose Start from Template.
4. Browse available templates and select one. See Templates for the full list.
5. Customize the trigger conditions and steps as needed.
6. Click Save and toggle the workflow to Active.

Creating from scratch

For custom automations that do not match any template, create a workflow from scratch:

1. Navigate to Workflows and click Create Workflow.
2. Choose Start from Scratch.
3. Enter a name and description for the workflow.
4. Define the trigger. See Triggers for available options.
5. Add steps. See Steps & actions for step types.
6. Configure any conditional logic or parallel execution.
7. Click Save.

Testing workflows

Before activating a workflow, test it to make sure it behaves as expected:

1. Open the workflow and click Test.
2. Batida runs the workflow against a mock event that matches your trigger.
3. Review the output: which steps executed, what data was sent, and whether any errors occurred.
4. Adjust the configuration if needed.

TIP

Test workflows in a non-production environment first. Batida's mock incident feature lets you create test incidents that trigger workflows without affecting real services.

Workflow configuration

Setting	Description
Name	A descriptive name for the workflow
Description	What the workflow does and when it runs
Trigger	The event that starts the workflow
Steps	The actions the workflow performs
Enabled	Whether the workflow is active
Run limit	Maximum number of times the workflow can run per hour

Duplicating workflows

To create a variation of an existing workflow, use the Duplicate button. This creates a copy with all trigger and step configurations. Edit the copy and activate it as a new workflow.