---
title: 11.3 Create a Workflow
description: In the sidebar, click Automation Workflows, then New Workflow.
url: "https://peikly.com/docs/create-a-workflow/"
updated: "2026-10-07"
category: Automation Workflows
tags:
  - Manual sync
---

# 11.3 Create a Workflow

1. In the sidebar, click **Automation Workflows**, then **New Workflow**.
2. In **Definition**, fill in:
   - **Name** (required) and **Description** (optional).
   - **Trigger Type:** what starts the workflow ([11.7](/docs/triggers-messages-contacts-and-manual/), [11.8](/docs/triggers-store-and-website-events-broadcasts-and-schedules/)). Some triggers show extra options or a hint below the field.
   - **Trigger Details** (optional): your own notes.
3. For the **Scheduled** trigger, fill in **Scheduled Trigger Settings** ([11.9](/docs/scheduled-trigger-settings/)).
4. In **Advanced Settings**:
   - **Stop after consecutive failures:** how many failed runs in a row stop the workflow automatically. The default is 3. It can be changed with the Automation Advanced feature.
   - **Publish this version now:** on = the workflow becomes **Active** and starts running when you save. Off = it is saved as a draft and nothing runs.
5. In **Steps**, build the flow on the canvas ([11.4](/docs/workflow-designer-canvas-palette-and-step-panel/)): drag activities from the palette, connect them, and configure each one.
6. Click **Save Workflow** (bottom right). If something is missing, the error list names the step and the problem.

**Tip:** start from **Sample Workflows** ([11.34](/docs/using-the-sample-workflows/)), or let the AI build a first draft ([11.27](/docs/create-a-workflow-with-ai-quick-actions/)).