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Quick Start

Create your first automated workflow in under 5 minutes.

Overview

This guide walks you through creating and publishing your first TaskJuice workflow. By the end, you will have a working automation that responds to real events.

Prerequisites

  • A TaskJuice account (sign up at taskjuice.ai)
  • At least one external app you want to connect (e.g., Google Sheets, Slack, or a webhook endpoint)

Step 1: Sign up and create a team

After signing up, TaskJuice prompts you to create a team. Teams are isolated workspaces where you manage workflows, connections, and team members.

  1. Click Create Team from the dashboard.
  2. Enter a team name (e.g., "Marketing Ops").
  3. Choose a plan. The free tier includes 1,000 workflow runs per month.

Every workflow and connection you create belongs to a team, so you can collaborate with others and control access.

Step 2: Connect an app

Before building a workflow, connect at least one external app so TaskJuice can interact with it.

  1. Navigate to Connections in the sidebar.
  2. Click Add Connection.
  3. Search for the app you want to connect (e.g., "Google Sheets").
  4. Follow the OAuth flow or enter your API key, depending on the app.
  5. Name your connection (e.g., "Marketing Google Account") and save.

Your connection is now available to use in any workflow within this team.

Step 3: Open the workflow builder

  1. Navigate to Workflows in the sidebar.
  2. Click New Workflow.
  3. Give your workflow a name and optional description.
  4. Click Open Builder to enter the visual workflow editor.

You are now on the canvas, where you design your automation by placing and connecting nodes.

Step 4: Add a trigger

Every workflow starts with a trigger node that defines what event kicks it off.

  1. From the node palette on the left, drag a Trigger node onto the canvas.
  2. Choose a trigger type:
    • Webhook — fires when an HTTP request hits your unique endpoint.
    • App Event — fires when something happens in a connected app (e.g., new row in Google Sheets).
    • Schedule — fires on a cron schedule.
  3. Configure the trigger settings in the properties panel on the right.

Step 5: Add an action

Actions are the operations your workflow performs in response to the trigger.

  1. Drag an Action node onto the canvas.
  2. Choose the app and operation (e.g., Google Sheets > Add Row).
  3. Select the connection you created in Step 2.
  4. Map the incoming trigger data to the action's input fields using the data mapper.
  5. Connect the trigger node to the action node by dragging from the trigger's output handle to the action's input handle.

Step 6: Test your workflow

Before publishing, verify that everything works.

  1. Click Test in the toolbar.
  2. TaskJuice enters test mode and provides sample data for your trigger.
  3. Click Run Test to execute the workflow step by step.
  4. Review the output of each node in the testing sidebar.
  5. Fix any errors flagged in the results.

Step 7: Publish

Once your test passes, publish the workflow to start processing real events.

  1. Click Publish in the top-right corner.
  2. Confirm the publish dialog.
  3. TaskJuice deploys your workflow to the event processing engine. For webhook triggers, you receive a unique URL to send events to.

Your workflow is now live. Visit the Runs tab to monitor executions as events come in.

Next steps

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