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Create your 1st workflow

Create a simple Hexabot workflow, add your first action, and test it locally.

Create a simple workflow in a few minutes.

In this guide, you will:

  • Create a workflow

  • Add your first action

  • Test the result

If you still need a local project, start with Installation.

What a workflow is

A workflow defines how Hexabot starts and what it does next.

You can use workflows for:

  • Conversations with users

  • Manual tasks started on demand

  • Scheduled automations

Each workflow is made of steps. Each step uses an action to send messages, trigger an AI agent to call tools, or update data.

You can build a workflow visually, edit it in YAML, or use both. Hexabot keeps them aligned.

Create your first workflow

1

Open Workflow Builder

Start your local project with npm run dev or hexabot dev.

Open http://localhost:3000.

Sign in with the email and password you created with the Hexabot CLI.

Open Workflow Builder.

Click Create Workflow.

Name the workflow Hello World.

2

Add a message step

Click the plus icon button and select Step.

From the action list, select Send text message.

Set the Text to:

Hello World!

Click Save.

This adds a new step to the workflow.

3

Save and test

Use the chat widget to test the workflow.

You should receive:

Hello World!

How to think about it

Your first workflow only needs two parts:

  • Step — what the workflow does

  • Action — the capability used by a step

That same pattern scales to more advanced use cases.

You can add:

  • More steps

  • Conditions, loops and branching

  • AI agents and memory

  • Reusable bindings

Optional: view the YAML

Open the YAML editor to see the workflow definition.

You do not need to write YAML to get started. It becomes useful as workflows grow.

What’s next

PreviousInstallationNextUsing AI Coding Agents

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