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
- Browse the template gallery
- Click on a template that matches your need
- Click Use This Template
- Customize as needed
Option B: Create from Scratch
- Select Blank Workflow
- You'll start with an empty canvas
Step 4: Configure Workflow Details
Fill in the basic information:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Descriptive name (e.g., "Daily Email Digest") |
| Description | No | What this workflow does |
| Category | No | Group similar workflows together |
Step 5: Upload or Build the Workflow
If Using n8n Export
- Export your workflow JSON from n8n
- Click Import or drag-drop the JSON file
- 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
Templates may be loading. Wait a moment and refresh. If no templates appear, your plan may not include template access.
Next Steps
Related
- Workflows overview — Full workflow documentation
- Projects — Link workflows to projects