--- title: Building workflows: guide in the XOS Help Center description: A workflow is a multi-step process you put together on a canvas with a few clicks: boxes for the steps, lines for the order url: https://xos.prozessx.com/en/help/workflows/ --- [Help](https://xos.prozessx.com/en/help/) / Automation All topics Getting started [What is XOS](https://xos.prozessx.com/en/help/what-is-xos/)[Login & initial setup](https://xos.prozessx.com/en/help/sign-in-setup/)[Layout & navigation](https://xos.prozessx.com/en/help/layout-navigation/) Chat & agents [Chat & sessions](https://xos.prozessx.com/en/help/chat-sessions/)[Model choice, dictation & canvas](https://xos.prozessx.com/en/help/chat-tools/)[Plan mode, web & deep research](https://xos.prozessx.com/en/help/plan-research/)[Agents, supervisor & specialists](https://xos.prozessx.com/en/help/agents-supervisor/)[Confirmations for critical actions](https://xos.prozessx.com/en/help/confirmations/) Automation [Building workflows](https://xos.prozessx.com/en/help/workflows/) Connectors [Connect connectors](https://xos.prozessx.com/en/help/connecting-connectors/)[Permissions & approvals](https://xos.prozessx.com/en/help/connector-permissions/)[Available connectors](https://xos.prozessx.com/en/help/connector-list/)[Connect external assistants](https://xos.prozessx.com/en/help/external-assistants/) Workspace & files [Knowledge base](https://xos.prozessx.com/en/help/knowledge-base/)[Workplaces](https://xos.prozessx.com/en/help/workplaces/)[Create documents (PPTX, Word, PDF)](https://xos.prozessx.com/en/help/documents/) Communication & tasks [Inbox](https://xos.prozessx.com/en/help/inbox/)[Activity & history](https://xos.prozessx.com/en/help/activity/)[Team chat](https://xos.prozessx.com/en/help/team-chat/)[Meetings](https://xos.prozessx.com/en/help/meetings/)[Tickets](https://xos.prozessx.com/en/help/tickets/)[Social Media](https://xos.prozessx.com/en/help/social-media/) Daily Work [Tasks](https://xos.prozessx.com/en/help/tasks/)[Projects](https://xos.prozessx.com/en/help/projects/)[Emails](https://xos.prozessx.com/en/help/emails/)[Telephony](https://xos.prozessx.com/en/help/telephony/) Merchandise management (ERP) [Overview](https://xos.prozessx.com/en/help/erp-overview/) CRM & sales [CRM](https://xos.prozessx.com/en/help/crm/)[Sales Hub](https://xos.prozessx.com/en/help/sales-hub/) HR & marketing [HR Hub](https://xos.prozessx.com/en/help/hr-hub/)[Marketing Hub](https://xos.prozessx.com/en/help/marketing-hub/) Account & team [Profile & password](https://xos.prozessx.com/en/help/profile-password/)[Invite & manage your team](https://xos.prozessx.com/en/help/manage-team/)[Organization & settings](https://xos.prozessx.com/en/help/organization/)[Usage, plans & billing](https://xos.prozessx.com/en/help/usage-billing/) FAQ [Frequently asked questions (FAQ)](https://xos.prozessx.com/en/help/faq/) Support & status [Known limitations & contact](https://xos.prozessx.com/en/help/limitations-contact/) # Building workflows [Go to Workflows](https://xos.prozessx.com/workspace/modules/workflows) ## What a workflow is A workflow is a multi-step process you put together on a canvas with a few clicks: boxes for the steps, lines for the order. You find it under Core features (Kernfunktionen) as [Workflows](https://xos.prozessx.com/workspace/modules/workflows). A workflow pays off for processes with branches, conditions and intermediate steps. A single task you can describe in one sentence belongs straight in the chat. Workflows are included from the Pro plan up. On the Beginner plan, you see a note about upgrading instead of the workflows. ## Creating a workflow Create new workflows with the button at the top right. The tab next to it holds the logs of previous runs. - Open [Workflows](https://xos.prozessx.com/workspace/modules/workflows) and click New workflow (Neuer Workflow) (marker 1). It is faster with Create from template (Aus Vorlage erstellen) if a suitable template is available. - First, set the Trigger (Auslöser) , the building block that starts the process. - Drag more building blocks from the right panel onto the canvas and connect them in the order they should run. - Click a building block to configure it, for example which app it addresses and with which values. - Save the workflow. It runs as soon as its trigger occurs. Under Executions (Ausführungen) (marker 2), you see when a workflow ran and whether it had errors. Besides your own, there are shared workflows (geteilte Workflows) from your organization. If a colleague has already built something suitable, use their workflow as a starting point. ## The five triggers - Manual (Manuell) : you start the process yourself with a click. - Scheduled (Geplant) : it runs on a schedule, for example every Monday morning. - Integration : an event in a connected app kicks off the process. From the Max plan up. - Form (Formular) : XOS creates a public form link. Anyone who fills out the form starts the workflow, even without XOS access. - Webhook : the workflow gets its own web address that another system can call. From the Max plan up. ## Which building blocks are available - Integration : run an action in a connected app, meaning anything your connectors can do. - XOS module (XOS-Modul) : do something in XOS itself, for example in the CRM or ERP. - AI block (KI-Baustein) : a language model answers once, without tools, for example to summarize or classify a text. - Agent : unlike the AI block, it may use tools and work across several steps. Use it when the task needs research or access to your systems. - If, Switch and Filter (Wenn, Weiche und Filter) : branch depending on the result of the previous step. - Set fields, Merge, HTTP request (Felder setzen, Zusammenführen, HTTP-Aufruf) : transform data along the way or address an external system directly. [BackConfirmations for Critical Actions](https://xos.prozessx.com/en/help/confirmations/)[NextConnecting Connectors](https://xos.prozessx.com/en/help/connecting-connectors/) On this page [What a workflow is](#was-sind-workflows)[Creating a workflow](#workflow-anlegen)[The five triggers](#workflow-ausloeser)[Which building blocks are available](#workflow-bausteine)