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How the product is organized

Workflow Machine is centered around a small set of areas that work together: Understanding what belongs in each area makes it easier to find what you need and build workflows without guesswork.

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Home

Home is the starting point for new and returning users. Use it to:
  • understand what Workflow Machine can do
  • jump into common setup tasks
  • discover templates and workflow ideas
If you are not sure what to automate first, start here before opening the workflow editor.

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Templates

Templates help you start from a proven pattern instead of a blank page. Use templates when you want to:
  • learn by example
  • launch a common workflow faster
  • adapt an existing structure to your own process
Templates are especially helpful when you already know the business outcome you want, but do not want to design every step from scratch.

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Connections

Connections store the authenticated app accounts your workflows use. This is where you:
  • connect services like Slack, Gmail, Notion, or Google Sheets
  • troubleshoot auth problems
  • maintain reusable app access across multiple workflows
Many workflow issues can be traced back to connection setup, so this section is an important part of day-to-day use.

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Workflows

Workflows are where you create, edit, test, publish, and monitor automations. This is the core working area of the product. Inside a workflow, you will typically:
  • add a trigger
  • add and reorder steps
  • configure connections and fields
  • test the workflow
  • review runs and versions
If Home is the starting point, Workflows is where the actual automation work happens.

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Settings

Settings covers account and subscription-related information such as your profile and subscription. Depending on what is available in your workspace, you may use Settings to:
  • review your current plan
  • check usage
  • manage billing-related details
If you are trying to understand limits, run credits, or AI credits, this is the section to check.

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A simple way to think about it

Here is a practical mental model:
  • Home helps you start
  • Templates help you accelerate
  • Connections help you authenticate
  • Workflows help you build
  • Settings help you manage usage and plan details
Once this structure feels familiar, the rest of the product becomes much easier to navigate. If you are just starting out, this order works well:
  1. Read the quickstart.
  2. Create one connection.
  3. Build one simple workflow.
  4. Run a test.
  5. Publish it and inspect the first run.
That flow gives you exposure to the most important parts of the product without trying to learn everything at once.