---
language: en
title: How to create a workflow
category: Flows
summary: Step by step guide to building a TuCalendi workflow with a trigger, actions and assigned events that runs after a successful booking.
---

# How to create a workflow

In a previous tutorial we explained [what TuCalendi workflows are](https://www.tucalendi.com/en/s/flows/what-are-workflows). Now let's see how to create a workflow that runs after a booking has been successfully completed.

[Log in to TuCalendi](https://account.tucalendi.com/) with your username and password. In the side menu, click on **"Flows"**:

![Flows menu](https://www.tucalendi.com/images/content/flows/en/flow-menu-four-types.png)

Under the option **"Workflows (after booking)"**, click on **"Select"**:

![Workflows](https://www.tucalendi.com/images/content/flows/en/workflows.png)

Since no workflow has been created yet, click on **"New"** to create a workflow.

![Workflow alias](https://www.tucalendi.com/images/content/flows/en/workflow-alias.png)

Start by giving a **name** to the workflow you're going to create. Once you have it, click on **"Add"**.

![Workflow created](https://www.tucalendi.com/images/content/flows/en/workflow-created.png)

Then click on **"Edit"** to add the various **automations** to the workflow you've created.

The workflow doesn't have any automation yet.

![Edit workflow](https://www.tucalendi.com/images/content/flows/en/edit-workflow.png)

Every automation is based on two **key concepts**:

- **Trigger:** The event that starts an automation.
- **Action:** The task that is performed in the automation.

The scheme of an automation is as follows:

> [!TIP]
> When something happens (**trigger**) do the following task (**action**).

## Trigger

The first step of the automation is to **start it when something specific happens**.

To start, click on **"Add trigger"**:

![Add trigger](https://www.tucalendi.com/images/content/flows/en/add-trigger.png)

**Select the trigger** by clicking on the drop-down menu:

![Available triggers](https://www.tucalendi.com/images/content/flows/en/available-triggers.png)

The available triggers are:

- A booking has been successfully made.
- The booking/meeting has been rescheduled.
- A booking has changed.
- A booking/meeting has been canceled.
- Before a booking/meeting starts.
- After a booking/meeting ends.

In this case, select the trigger **"A booking has successfully made"**:

![Workflow with a trigger](https://www.tucalendi.com/images/content/flows/en/workflow-with-trigger.png)

## Action

The next step in the automation is to **define the action that will be performed** when a booking has been successfully made.

Click on **"Add new action"**:

![Add an action](https://www.tucalendi.com/images/content/flows/en/add-action.png)

**Select the action** by clicking on the drop-down menu:

![Available actions for the trigger](https://www.tucalendi.com/images/content/flows/en/available-actions.png)

For the trigger **"A booking has been made successfully"**, the available actions are:

- Send confirmation email.
- Send confirmation SMS.
- Send webhook.

In this case, select the action **"Send confirmation email"**:

![Send an email](https://www.tucalendi.com/images/content/flows/en/send-an-email-action.png)

Choose the **confirmation template** you want to send and the [**email account**](https://www.tucalendi.com/en/s/email-notifications/configure-email-notifications) the confirmation email will be sent from. You can also activate the **"Attach .ics file"** option. Then click **"Add"**.

![Workflow with a trigger](https://www.tucalendi.com/images/content/flows/en/workflow-with-a-trigger.png)

> [!TIP]
> Under the same trigger you can add the different actions available. Just repeat the process by clicking on **"Add new action"**.

When you're done, click on **"Save"** and the workflow will be saved.

> [!WARNING]
> **IMPORTANT:** You can add all available triggers to the same workflow. In other tutorials we'll show you how to create a workflow with **several triggers**.

## Assign events

The final step to finish the workflow is to **assign the events** where you want this workflow to be triggered.

Go back to the main workflow menu and click on the **three vertical dots**:

![Assign event to a workflow](https://www.tucalendi.com/images/content/flows/en/assign-events-to-workflow.png)

This opens the options menu of the created workflow:

![Option menu for a workflow created](https://www.tucalendi.com/images/content/flows/en/option-menu-workflow-created.png)

Click on **"Assign meeting types/events"** and choose the events where you want the workflow to be used.

![Workflow with events assigned](https://www.tucalendi.com/images/content/flows/en/workflow-with-events-assigned.png)

From now on, whenever someone books a meeting from any of the events assigned to the workflow, the **automations** included in it will be performed.

> [!TIP]
> You can **modify the workflow** at any time by adding or removing triggers or actions. Of course, you can also add or remove **assigned events**.