---
title: Create your first workflow in Infinity3
description: "Use a workflow to carry out repeatable steps when an event happens, such as a customer submitting an enquiry form. A trigger starts the workflow. Actions define what happens next. #### Before you start You’ll need access to **Automation** →…"
url: "https://www.infinity3.co.uk/help/create-your-first-workflow-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Automations & Workflows"
---

# Create your first workflow in Infinity3

Use a workflow to carry out repeatable steps when an event happens, such as a customer submitting an enquiry form.

A trigger starts the workflow. Actions define what happens next.

#### Before you start

You’ll need access to **Automation** → **Workflows** and permission to create workflows.

Choose one clear process to automate. For example: “*When this enquiry form is submitted, notify our team.*”

#### Create a workflow

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open **Automation** → **Workflows**.
3. Click **Create Workflow** and choose **Start from Scratch**, where shown.
4. Give it a clear name.
5. Click **Add New Trigger** and select the event that should start it.
6. Add filters to limit it to the intended event, such as a specific form.
7. Save the trigger.
8. Click the **+** beneath it to add an action.
9. Complete the action settings and save.
10. Save the workflow and leave it in **Draft** while reviewing.

#### Review the process

Read the steps in order. Check who enters, what happens and when the workflow ends.

#### Things to know

- Saving and publishing are separate actions.
- Templates still need reviewing for your account.
- Start with a short workflow that is easy to test.

Test the workflow before publishing it. If you can’t access the builder, contact Infinity3 to check your permissions.