Accessing the Workflow Builder

Navigate to the Workflow Builder page designated by the icon that displays connected blocks in the bottom lefthand corner of your screen.

The Workflow Builder icon will not be visible if your company does not have the feature flag enabled. In addition, only users who have the ReadEmbeddedWorkflowBuilder permission will be able to see the Workflow Builder icon.

Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the ask query parameter, and the optional goal query parameter:

GET https://manual.firstresonance.io/workflow-builder/accessing-the-workflow-builder.md?ask=<question>&goal=<endgoal>

ask is the immediate question: it should be specific, self-contained, and written in natural language. goal is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.