Quickstart: Build Your First Workflow

In this quickstart guide, you'll build a simple but powerful workflow that demonstrates the core capabilities of FlowGenX AI. By the end, you'll have created an automated email processing agent that categorizes incoming emails and routes them to the appropriate team.

What You'll Build

We'll create a workflow that:

• Monitors an email inbox for new messages
• Uses AI to analyze and categorize emails
• Routes emails to different departments based on content
• Sends confirmation notifications

Time to complete: ~15 minutes

Prerequisites

Before you begin, make sure you have:

• A FlowGenX AI account (sign up at flowgenx.ai)
• Access to the FlowGenX AI dashboard
• An email account you can use for testing

Step 1: Create Your First Agent

Navigate to the FlowGenX AI dashboard and click Create Agent.

1. Click the "+ New Agent" button in the top right
2. Choose "Workflow Agent" from the template gallery
3. Name your agent: Email Router Agent
4. Add a description: Automatically categorize and route incoming emails
5. Click Create

Your agent is now created and ready to be configured!

Step 2: Set Up the Email Trigger

Every workflow needs a trigger to start execution. Let's configure ours to monitor an email inbox.

1. In the workflow canvas, click on the Trigger node
2. Select Email from the trigger types
3. Configure the email connection:

   {
     "provider": "gmail",
     "folder": "inbox",
     "poll_interval": "5m"
   }

4. Click Authenticate and grant FlowGenX AI access to your email
5. Click Save Trigger

Step 3: Add AI Categorization

Now let's add intelligence to analyze and categorize emails.

1. Click the "+" button below the trigger node
2. Select AI Action → Classify Text
3. Configure the classification:
   • Input: {{trigger.email.body}}
   • Categories: Support, Sales, Billing, General
   • Model: claude-sonnet-4-5
4. Name this step: Categorize Email
5. Click Save

The AI will now analyze each email and assign it to one of your predefined categories.

Step 4: Add Routing Logic

Let's route emails to different destinations based on the AI's classification.

1. Click the "+" button below the categorization step
2. Select Logic → Switch
3. Configure the switch conditions:

{
  "switch_on": "{{categorize_email.category}}",
  "cases": [
    {
      "value": "Support",
      "action": "route_to_support"
    },
    {
      "value": "Sales",
      "action": "route_to_sales"
    },
    {
      "value": "Billing",
      "action": "route_to_billing"
    },
    {
      "default": "route_to_general"
    }
  ]
}

4. Click Save

Step 5: Configure Action Paths

For each routing path, let's add an action to forward the email.

For Support Team:

1. Click on the Support branch
2. Add Email → Forward Email
3. Configure:
   • To: support@yourcompany.com
   • Subject: [Support] {{trigger.email.subject}}
   • Body: {{trigger.email.body}}

For Sales Team:

1. Click on the Sales branch
2. Add Email → Forward Email
3. Configure:
   • To: sales@yourcompany.com
   • Subject: [Sales Lead] {{trigger.email.subject}}
   • Body: {{trigger.email.body}}

Repeat for Billing and General

Configure similar forwarding actions for the remaining branches.

Step 6: Add Confirmation Notification

Let's send a confirmation to the original sender.

1. Add a new step after all routing paths merge
2. Select Email → Send Email
3. Configure:

   {
     "to": "{{trigger.email.from}}",
     "subject": "We've received your message",
     "body": "Thank you for contacting us. Your message has been forwarded to our {{categorize_email.category}} team. We'll respond within 24 hours."
   }

4. Click Save

Step 7: Test Your Workflow

Time to see your agent in action!

1. Click Test Workflow in the top right
2. Choose Use Sample Data or Send Test Email
3. If sending a test email:
   • Send an email to your monitored inbox
   • Include text like: "I need help resetting my password"
4. Watch the execution in real-time on the canvas
5. Verify that the email was categorized and routed correctly

Step 8: Deploy to Production

Once you're happy with the test results, deploy your agent.

1. Click Deploy in the top right
2. Review the deployment checklist
3. Select Production environment
4. Click Confirm Deployment

Your agent is now live and will process incoming emails automatically!

Monitor Your Agent

Track your agent's performance in real-time:

1. Navigate to Dashboard → Agents
2. Click on your Email Router Agent
3. View metrics:
   • Total emails processed
   • Category distribution
   • Average processing time
   • Success rate

Understanding the Workflow

Let's break down what your agent does:

The workflow demonstrates key FlowGenX AI concepts:

• Triggers automatically start workflows
• AI Actions provide intelligent processing
• Routing Logic directs flow based on conditions
• Integrations connect to external systems

Customize Your Workflow

Now that you have a working agent, try customizing it:

Add More Categories

categories: [
  "Support",
  "Sales", 
  "Billing",
  "Feature Request",
  "Bug Report",
  "General"
]

Add Priority Detection

Add another AI step to detect urgent emails:

{
  "action": "extract_sentiment",
  "detect_urgency": true,
  "urgent_keywords": ["urgent", "emergency", "asap", "critical"]
}

Add Slack Notifications

Send notifications to Slack when high-priority emails arrive:

1. Add Slack → Send Message action
2. Configure:

   {
     "channel": "#customer-support",
     "message": "🚨 Urgent email from {{trigger.email.from}}: {{trigger.email.subject}}"
   }

Common Issues & Solutions

Next Steps

Congratulations! You've built your first AI-powered workflow. Here's what to explore next:

Get Help

Need assistance? We're here to help:

• 💬 Join our Community Discord
• 📖 Browse the Full Documentation
• 🎓 Watch Video Tutorials
• ✉️ Email support: support@flowgenx.ai

Next: Learn about Advanced Workflow Patterns to build more sophisticated agents.