Add action and condition blocks in the order they should run. Prefer specific actions when available, such as Apply Playbook, Lookup Record, Create/Update Record, Fill Template, Request Approval, Send Email, or API Request. Use Run General Action for reusable AI-led analysis that produces a named output for later steps.
Use output labels and variables when later steps need values from earlier steps. Record, template, report, email, and API steps can all depend on prior outputs.
Run the workflow manually first when possible. Use the run history to inspect trigger, step status, generated files, playbook applications, approval state, errors, and outputs.