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How do I create a workflow?

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Follow these steps to create a workflow:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the Automation section.
  4. Click Workflows.
  5. Click the +New Workflow button on the top right corner.
  6. Select Standard or Multi-path. 
To learn more about Standard Workflows, click here.
To learn more about Multi-path Workflows, click here.
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