> For the complete documentation index, see [llms.txt](https://docs.stacksync.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.stacksync.com/two-way-sync/workflows/workflows-quick-start.md).

# Workflows Quick Start

Welcome to Stacksync Workflows!

Stacksync Workflows allows you to automate processes and tasks with enterprise-level security, scalability and performance.

{% embed url="<https://youtu.be/mEbM0YCIOZQ>" %}

#### 1. Select "Workflows" under the "Workflow Automation" menu.

<figure><img src="/files/zBVbxo55uObWL1DyHGnI" alt=""><figcaption></figcaption></figure>

#### 2. Create a workflow by adding a unique name and choosing the region.

We recommend you choose the region closest to you and / or the server(s) and service(s) the Workflow will be interacting with.

<figure><img src="/files/FtG9XOEMSmBX9jLFeuZG" alt="" width="375"><figcaption></figcaption></figure>

Once created you will see the Workflow designer with an empty workflow and a default POST Trigger. This trigger may be used to run your workflow from a terminal or through an API request.

#### 3. Create your first action.

Click on the :heavy\_plus\_sign: Icon to create a new action and you will see a menu with all of the currently available Action Modules.

<figure><img src="/files/616wDr9bAQYDvbccpghB" alt=""><figcaption></figcaption></figure>

![](/files/5rOkVWXdP1JED8Vj8EH9). ![](/files/CIasLBiFyMJO1gh3fcgW)

In this example we will be using the "Create Record(s)" module of Airtable. Stacksync allows you to create batches of records with one simple to use action.

#### 4. Configure your action.

After having set a preferred Display Name for your Action, you will need to add a **Connection**. If you have currently have no connections simply click on ":heavy\_plus\_sign: Add New Connection".

<figure><img src="/files/ezWJY34ZmUoJ3w6Ui5Jq" alt=""><figcaption></figcaption></figure>

After clicking on "Add new connection" you'll be redirected to the page to Create a Connection.

<figure><img src="/files/goJshDhjt5rPoCKvRkdX" alt="" width="563"><figcaption><p>Follow the instructions to set up your connection.</p></figcaption></figure>

Follow the instructions for your selected Application. Once you have finished adding your connection, go back to your Workflow's page.

<figure><img src="/files/UGewYIfwOxf5TZlk2B6R" alt=""><figcaption></figcaption></figure>

#### 5. Run and Deploy your workflow!

<figure><img src="/files/ky12OfT2piZ4TOPipZ0e" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/fMQxhuoay49VAJBtNWJu" alt=""><figcaption></figcaption></figure>

#### 6. Monitor your execution logs.

<figure><img src="/files/6imWPbm2GKZFGjBnCB7r" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.stacksync.com/two-way-sync/workflows/workflows-quick-start.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
