Workflows
Learn how Cheqq automations use triggers and steps to make work repeatable.
A workflow is the saved definition behind an Automation. It connects one or more triggers to connected steps on a canvas.
Triggers start work
A workflow can have several triggers, all feeding into the same first step. There are six trigger types — Manual, Schedule, Webhook, Email, Record change, and Browser — each with its own configuration. See Triggers for the full reference, including webhook security and record-change conditions.
Steps define the result
Steps call available actions (API calls, integration actions, AI calls, code, sending email, and more) or control the path with Branch, For Each, Do While, Do Until, Parallel, and Wait. Required configuration appears in the editor's detail panel when you select a step. See Step types for every action and control-flow step, and Expressions for how steps reference each other's output.
An AI step picks a model from a dropdown that defaults to Auto — Cheqq's in-house default — or you can pin it to one specific model, including your own connected provider keys.
Activation controls triggered runs
Activation exists at two levels: the whole workflow (Active/Paused) and each individual trigger. Pausing the workflow overrides every trigger; pausing one trigger leaves the others running. Pausing never cancels a run already in progress — it only stops future firings.
Approvals keep you in charge
A Code step or a manual Wait can pause for approval. The people it names are notified, any of them can answer, and a decline stops the run there. See Approvals.
An automation with a Wait for approval step starts on Ask me first. Once you trust what it does, let it run on its own: its Wait for approval steps go ahead without asking, and every run still keeps what it went ahead with. See Ask me first.
Continue with Run and monitor workflows.