This guide builds a workflow from scratch: find companies that look like your best customers, keep the strong ones, and send them to your CRM. It takes about five minutes, using the Assistant to do the heavy lifting.

On the Workflows browse page, type your goal into What do you want to automate? — something like *"Find companies that look like my best customers, keep the ones over 50 employees, and send them to my CRM."* Press Enter.

The Assistant creates a new workflow and starts building: a schedule trigger, a sourcing step, a filter, and a CRM export step, chained together on the canvas.

Give the workflow a clear name at the top, like *Lookalike sourcing to CRM*. Click through each step the Assistant added:

Open each step flagged red and fill in what the Assistant couldn't guess: the seed domain, the CRM provider, any field mappings. For everything else the Assistant can do and can't guess for you, see Build with the Assistant.

Click Publish changes in the top bar. If any step still needs setup, it's marked in red — finish those, then publish. You'll see a "Published" confirmation.

Your workflow is now saved. Flip the Live toggle on to let it run on its schedule, or click Trigger workflow to run it once right now.

Open the Activity tab to see records flow through. Each row is one company; each column shows which step it reached and its status.

You can skip the Assistant entirely and add every step yourself on the canvas — useful once you want finer control, or you're building something the Assistant hasn't seen before. See The workflow builder for the canvas mechanics: adding steps, configuring them, and connecting them in order.