Start off with a 1-2 sentence description of your workflow. Try to answer for who, what, why.
e.g. Transform your new HubSpot contacts and deals by enriching them with Clearbit data, including critical information like company details and social profiles. This integration streamlines your sales and marketing efforts, providing a deeper understanding of your leads and prospects for more personalized engagement and decision-making.
How it works
- List the main steps of the workflow. e.g.
Add new records to Google sheet if they match {criteria}
- Don’t list out every single node step for larger workflows, try to summarize
- Bonus points: Include photos, especially of the end result, the “aha” moment of your workflow. e.g. screenshot of slackbot message for a slack template
Set up steps
- Provide a high level overview of set up. e.g. Connect to Slack account; Create Slack Channel
- Don’t list every node parameter set up, users will see this description while deciding whether to use a template. Help them understand the time investment needed to set up the template.