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Getting Started with Automations ​

Welcome to the Automations module in MinuteView! This guide walks you through creating your first workflow from scratch or a template.

1. Create a New Workflow ​

  1. Navigate to Automations: Click the Automations tab in MinuteView’s sidebar.

  2. Click New: In the Automations list, select New to open the Create Workflow dialog.

  3. Choose a Start Point:

    • Template: Select from the available template categories, then pick your desired template.
    • Blank Canvas: Choose Blank to design your workflow from scratch.

2. Define Workflow Settings ​

After creating your workflow, configure its basic properties:

  1. Click the Settings (⚙️) icon in the top-left corner.
  2. Workflow Name: Enter a descriptive name.
  3. Description: Provide details—especially important for AI-driven triggers (e.g., Mesh Chat)—to help the system route requests accurately.

3. Select Run Mode ​

Choose how executions are handled:

  • Send to Queue: Adds the workflow to the server queue for later processing (recommended for batch or non-urgent tasks).
  • Wait for Response: Executes immediately, returning results in real time (use sparingly for small workflows or interactive scenarios like chat triggers).

Warning: Wait for Response can increase server load and latency—use only when immediate feedback is required.

4. Enable & Share ​

  • Enable: Toggle on to allow scheduled or trigger-based executions outside of Debug mode.

  • Public / Private:

    • Public: Other users can execute (but not modify) this workflow.
    • Private: Only you can run this workflow.

Tip: Use Public for shared, organizational workflows (e.g., company-wide chat commands), and Private for personal or sensitive automations.

5. Build Your Workflow ​

  1. Insert Nodes: Click the + button in the top-right to open the task selection panel.
  2. Select Trigger: Start by adding your Trigger Node (e.g., Manual, Scheduled, ACC Webhook).
  3. Add Task Nodes: Continue adding Task Nodes in the order of execution. Use the search bar or browse by service group.
  4. Connect Nodes: Drag from an output dot to an input dot to link nodes in sequence.

6. Save, Export & Import ​

  • Save: Click the Save button to persist your workflow.
  • Download: Export the workflow definition as JSON for reuse or version control.
  • Upload: Import a previously exported JSON file to recreate a workflow.

You’re all set! Start experimenting with triggers and tasks to automate your processes. For detailed node documentation, see the respective pages on Task Nodes, Trigger Nodes, Service Accounts, and Third-Party Accounts.

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