> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a workflow

> Name a workflow, choose a trigger, add steps, and publish it so it can run.

Build workflows on a visual canvas. You pick a trigger, add steps, and configure each one in the side panel. You can save a draft while you work, then publish when you are ready for it to run.

## Create a workflow

To create a workflow, follow these steps:

1. Go to the [Workflows page](https://dashboard.yorlet.com/workflows).
2. Click **New workflow**.
3. Click **Workflow name** at the top and enter a name. You cannot save until the workflow has a name.
4. Select the **Trigger** on the canvas, then choose a **Trigger type** and complete its settings. See [Triggers](/business-automation/workflows/triggers).
5. Click **Add step** on the canvas and choose an action, **If / else**, or **For each**.
6. Select the step and fill in its fields in the side panel. Use **Insert variable** to pull in values from the trigger or earlier steps. See [Variables](/business-automation/workflows/variables).
7. Click **Save draft** to keep working, or **Publish** to make the workflow **Active**.

<Tip>
  You can also click **Create your first workflow** from the empty state if you do not have any workflows yet.
</Tip>

<Note>
  You need both a name and a trigger before **Save draft** and **Publish** become available.
</Note>

## Add and remove steps

Click **Add step** (the plus control on the canvas) to insert a step. The menu is split into:

* Actions, grouped as **Core**, **Billing**, **Letters**, **Loyalty**, and **Maintenance**. See [Actions](/business-automation/workflows/actions).
* **Logic** — **If / else** and **For each**. See [Conditions and loops](/business-automation/workflows/conditions-and-loops).

Select a step or the trigger to configure it in the side panel. If nothing is selected, the panel shows **Nothing selected**.

To remove a step, hover it and click **Remove step**. If later steps still refer to it, Yorlet warns you and asks **Remove it anyway?**

## Save and publish

* **Save draft** stores the workflow with status **Draft**. It will not run.
* **Publish** stores the workflow with status **Active**. It runs the next time the trigger fires.

If any fields have broken expressions, Yorlet lists them and asks **Publish anyway?** before it publishes. Fix the references if you can — a broken expression can cause the run to fail. See [Variables](/business-automation/workflows/variables).

<Warning>
  Publishing makes the workflow live immediately. Only publish when you are happy with the trigger and every step.
</Warning>

## Activate and deactivate

Open a workflow from the [Workflows page](https://dashboard.yorlet.com/workflows) to see its **Trigger**, **Steps**, and **Recent runs**.

From there you can:

* Click **Edit workflow** to return to the canvas.
* Click **Activate** to start an **Inactive** or **Draft** workflow.
* Click **Deactivate** to stop an **Active** workflow without deleting it.

Only **Active** workflows run. Deactivating is the safest way to pause a workflow you still want to keep.

## Edit a workflow

To change a published workflow, follow these steps:

1. Open the workflow.
2. Click **Edit workflow**.
3. Update the name, trigger, or steps.
4. Click **Publish** to apply the changes and keep the workflow **Active**.

<Warning>
  **Save draft** sets the workflow to **Draft**, so it will stop running until you publish or activate it again.
</Warning>