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Building Your First Marqet Workflow

Marqet's App Builder makes it easy to create custom workflows, especially with AI assistance that helps you build from plain language descriptions. This guide walks you through creating your first workflow from start to finish.

What You'll Learn

  • How to create a blank workflow
  • Choosing and configuring triggers
  • Using AI to build workflow structure
  • Adding AI processing steps
  • Mapping data and variables
  • Testing your workflow

Step 1: Create a Blank Workflow

Start by creating a new workflow in Marqet.

How to Create

  1. Log in to your Marqet workspace
  2. Navigate to where you create new apps
  3. Select Create Blank Workflow
  4. The App Builder interface will open

You'll see a blank canvas where you can start building your automation.

Step 2: Choose Your Trigger

Every workflow starts with a trigger - the event that starts the automation.

Available Trigger Types

Form Submission

The workflow runs when someone submits a form.

Use when: Users should initiate the workflow by filling out a form

Example: Employee onboarding form submission triggers welcome materials generation

Background Event

The workflow runs based on scheduled times or system events.

Use when: Workflow should run automatically without user interaction

Example: Daily report generation at 9 AM, or when data in connected system changes

Selecting Your Trigger

  1. In the App Builder, you'll start by selecting a trigger type
  2. Choose between form submission or background event
  3. Configure trigger settings based on your selection

For this example, we'll use a form submission trigger since it's the most common starting point.

Step 3: Use AI to Build Your Workflow

Instead of manually adding each step, use the AI assistant to generate your workflow structure.

How AI Assistance Works

The App Builder includes AI that can create workflow structures from your description.

Example: Simple Workflow

What you tell the AI:

"I want it to create a project, export it, and send to Slack to me"

What the AI does:

  1. Sets up a "Create Project" step
  2. Adds an "Export Project" step
  3. Adds a "Send to Slack" step
  4. Connects the steps in sequence
  5. Creates basic configurations for each step

Using the AI Assistant

  1. After selecting your trigger, look for the AI assistant option
  2. Describe what you want your workflow to do in plain, conversational language
  3. The AI will generate the workflow structure
  4. Review the generated steps
  5. You can then refine and adjust configurations

Tips for AI Descriptions

To get the best results from AI assistance:

  • Be specific about sequence: "First create a project, then export it, then send to Slack"
  • Mention destinations: "Send to Slack", "email to user", "save to folder"
  • Include processing needs: "Process the data first", "validate the submission"
  • Use simple language: Describe it like you're telling a colleague what to do

Step 4: Review Generated Configuration

After the AI generates your workflow, you'll see all the configurations it created.

What You'll See

The AI will have set up:

  • Step sequence: Steps in the order you described
  • Connections: Data flow between steps
  • Basic settings: Initial configuration for each step
  • Variables: Data that passes between steps

What to Review

Check each step's configuration:

  1. Create Project step: Which template should be used?
  2. Export step: What format? (PDF, PNG, etc.)
  3. Send step: Correct destination? (right Slack channel, email address, etc.)
  4. Data mappings: Are variables mapping to the right smart fields?

Step 5: Add AI Processing Steps (Optional)

One powerful feature of workflows is the ability to add AI processing steps that transform or validate data.

When to Add AI Processing

Add an AI processing step when you need to:

  • Validate form submission data
  • Check for errors in input
  • Restructure or reformat data
  • Generate additional content from input data
  • Enrich data before creating projects

How to Add an AI Step

  1. Tell the AI you want to add a processing step
  2. Describe what the AI should do
  3. The AI will insert the processing step in the appropriate place
  4. Configure the prompt that instructs the AI
  5. Set up output variables

Example:

You tell the AI:

"I want to add another step for AI to process the form submission, make sure there's no errors, structure a little bit more"

The AI does:

  • Inserts an AI processing step before project creation
  • Sets up a prompt asking AI to validate and structure the data
  • Creates output variables for the processed data
  • Maps those variables to your project smart fields

Configuring the AI Prompt

The AI processing step needs instructions (a prompt) telling it what to do:

Example prompt:

"Review this form submission. Check for any missing required fields, validate that email addresses are properly formatted, and structure the data into clean variables ready for use in a template."

The clearer your prompt, the better the AI can process your data.

Setting Output Variables

After AI processes data, it outputs variables that you can use in subsequent steps:

  • Variables represent the processed data
  • You map these variables to smart fields in your templates
  • This ensures high-quality, validated data populates your projects

Step 6: Map Data to Smart Fields

For the "Create Project" step, you need to map data to smart fields in your template.

How Data Mapping Works

  1. Your template has smart fields (like customer_name, order_date, etc.)
  2. Your workflow has data (from form submission or AI processing)
  3. You connect workflow data to template smart fields
  4. When the project is created, smart fields populate automatically

Mapping Process

In the Create Project step configuration:

  1. Select which template to use
  2. The system shows all smart fields in that template
  3. For each smart field, select which workflow variable should populate it
  4. Save your mappings

Example mappings:

  • Template smart field "customer_name" ← Form submission "customer_name" field
  • Template smart field "order_total" ← AI output variable "validated_total"
  • Template smart field "order_date" ← Workflow trigger "submission_date"

Step 7: Configure Delivery

Set up where and how generated content should be delivered.

Slack Delivery

If sending to Slack:

  • Select which Slack channel
  • Configure message text
  • Include link to generated project

Email Delivery

If sending via email:

  • Set recipient email address (can be from form data)
  • Configure subject line
  • Include message body
  • Attach or link to generated content

Multiple Destinations

Workflows can send to multiple places:

  • Send to Slack AND email
  • Save to folder AND send notification
  • Export in multiple formats to different locations

Step 8: Test Your Workflow

Before activating your workflow for production use, test it thoroughly.

How to Test

  1. Look for a "Run" or "Test" option in the App Builder
  2. Click to trigger a test run of your workflow
  3. If your trigger is a form, submit test data
  4. If your trigger is a background event, manually trigger it

What to Check

When reviewing test results:

  • Project creation: Did the project generate correctly?
  • Data population: Are all smart fields populated with correct data?
  • AI processing: Did AI steps process data as expected?
  • Delivery: Did content arrive at the intended destination?
  • Formatting: Does the generated content look professional and correct?

Troubleshooting Test Issues

If something doesn't work:

  • Check mappings: Verify data is mapped to correct smart fields
  • Review AI prompts: Make sure AI instructions are clear
  • Verify templates: Ensure templates have the smart fields you're trying to populate
  • Test with different data: Try various inputs to see if issue is data-specific

Step 9: Activate Your Workflow

Once testing is successful, activate your workflow for production use.

Activation Process

  1. Finalize all configurations
  2. Save your workflow
  3. Activate or publish the workflow
  4. Share access with users who need it (if using form trigger)

Post-Activation

After activation:

  • Monitor initial runs to ensure everything works as expected
  • Be available to answer user questions
  • Gather feedback on the workflow experience
  • Make adjustments based on real-world usage

Example: Complete Workflow Build

Let's walk through a complete example from start to finish.

Scenario: Customer Order Confirmation

Goal: When a sales rep submits an order form, generate a professional order confirmation document and send it to the customer via email and post a notification in the team Slack channel.

Building the Workflow

Step 1: Create Blank Workflow

Create new blank workflow in App Builder

Step 2: Select Trigger

Choose "Form Submission" as trigger type

Step 3: Use AI Assistant

Tell the AI: "When form is submitted, create an order confirmation project, export as PDF, email to the customer, and post notification in our sales Slack channel"

Step 4: AI Generates Structure

AI creates:

  • Form submission trigger
  • Create project step
  • Export as PDF step
  • Send email step
  • Post to Slack step

Step 5: Add AI Processing

Add step: "Process form submission to validate order details and calculate totals"

Step 6: Configure Each Step

  • Create Project: Select order confirmation template, map form fields to smart fields
  • Export: Set to PDF format
  • Email: Map customer email from form, add subject line "Your Order Confirmation"
  • Slack: Select #sales channel, configure notification message

Step 7: Test

Submit test order form, verify:

  • Order confirmation generates correctly
  • Customer receives email with PDF
  • Sales team sees Slack notification

Step 8: Activate

Activate workflow and share form link with sales team