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  2. Workflow Management

How can I add a new action in the workflow?

So you want to add an action to your workflow? We can help you with that, but first learn the fundamentals of creating a workflow here. Don't worry, I'll wait for you!


Ready? To add an action, simply go to the 'Workflows' section in settings. Choose the workflow you want to update or create a new one. Here, you'll see 'Create Action' as well as the actions you've already created.


Want to customize your templates by inserting new variables? We explain that here.


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