How to Create Your First Workflow

Workflows automate repetitive tasks using n8n-compatible templates. This guide helps you create your first workflow.

Prerequisites

Before you begin:

  • You must be signed in to your account
  • Basic understanding of what workflows do (see Workflows concept)

Steps

Step 1: Navigate to Workflows

Click Workflows in the sidebar navigation to open the Workflows list.

Step 2: Click New Workflow

Find the New Workflow button in the top-right corner and click it.

Step 3: Choose Your Approach

You have two options:

Option A: Start from Template

  1. Browse the template gallery
  2. Click on a template that matches your need
  3. Click Use This Template
  4. Customize as needed

Option B: Create from Scratch

  1. Select Blank Workflow
  2. You'll start with an empty canvas

Step 4: Configure Workflow Details

Fill in the basic information:

FieldRequiredDescription
NameYesDescriptive name (e.g., "Daily Email Digest")
DescriptionNoWhat this workflow does
CategoryNoGroup similar workflows together

Step 5: Upload or Build the Workflow

If Using n8n Export

  1. Export your workflow JSON from n8n
  2. Click Import or drag-drop the JSON file
  3. The workflow structure will be loaded

If Building Manually

Define the workflow's:

  • Trigger (what starts it)
  • Steps (what it does)
  • Outputs (what it produces)

Step 6: Save the Workflow

Click Create Workflow or Save to finish.

Expected Result

After creation:

  • The workflow appears in your Workflows list
  • You can view the workflow's nodes and connections
  • The workflow is ready to be linked to projects

Troubleshooting

Import fails

Check that your JSON file is valid:

  • Must be a valid n8n workflow export
  • File size must be under the upload limit
  • No corrupted or malformed JSON

Workflow doesn't save

Ensure:

  • The name field is not empty
  • You have a stable internet connection
  • You haven't exceeded your workflow limit

Can't find templates

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Next Steps

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How to Create Your First Workflow | Documentation | DoerPath