Create your first Flow

Altan makes it simple to build intelligent workflows that automate tasks and integrate multiple apps. Here's how to get started with your first flow.

🔎 Before You Begin

Think about the problem you're trying to solve. For example:

You want to collect form submissions from your website and store them in a database or spreadsheet.

You want to automatically send email notifications based on specific triggers.

Break it down into these steps:

What apps do I want to use?

(e.g., a form app and a spreadsheet app)

What event will trigger my flow?

(e.g., a new submission in the form app).

What action will my flow perform?

(e.g., create a new row in a spreadsheet).

What data will move between these apps?

(e.g., contact name, email address, and submission details).

Now, let’s build the flow step by step.

📂 Prepare Your Data

Set up your source: Create a form or input mechanism for your data and enter a sample submission (e.g., fictional names like "Bruce Wayne").

Prepare your destination: Create a database, spreadsheet, or app where you’ll store or process your data. Label your columns or structure your fields to make mapping easy.

🚦 Step 1: Set Up Your Trigger

Triggers are the entry point for your flow. They define the event that starts the automation.

Select your trigger module: In the flow builder, choose a trigger module like Schedule, Webhook, or an integration app (e.g., a form app).

Customize your trigger: Select the specific event to act as the trigger (e.g., “New form submission”).

Test your trigger: Altan will pull in sample data from your trigger source to ensure it's configured correctly. You can verify this data in the module’s details view.

⚡ Step 2: Set Up Your Action

Actions are the tasks your flow performs in response to the trigger.

Select your action module: Choose from API integrations, built-in modules, or advanced modules like AI Agent or Code.

Customize your action: Define the details of the action (e.g., which spreadsheet to update, or the API endpoint to call).

Map your fields:

Use Altan’s $ variable selector to pick data from the trigger or previous modules.

Map the fields (e.g., “Name” from the form submission goes into “Name” in the spreadsheet).

Add static text or default values where necessary.

🧪 Step 3: Test Your Flow

Testing ensures your flow is configured correctly before going live.

Click the Test Flow button to run the flow with your sample data.

Verify the result:

If using a spreadsheet, check that the test data created a new row.

If sending an email, ensure the email was sent to the correct recipient.

Debug if necessary: If something doesn’t work, review your trigger, actions, or field mappings and test again.

🌐 Optional: Use Advanced Modules

Altan’s Flow Builders provide advanced capabilities:

AI Agent: Automate tasks with intelligent decision-making.

Code: Add custom scripts for unique functionality.

Iterator and Aggregator: Process lists and merge results dynamically.

These modules make your flows smarter and more dynamic, helping you handle even the most complex scenarios.

🟢 Turn On Your Flow

Once your flow is tested and ready:

Click Activate Flow to turn it on.

Monitor the execution of tasks in real time through the Execution Log.

🚀 Congratulations!

Your first Altan flow is now live. It will run automatically, saving you time and effort. For advanced setups or troubleshooting, check the Debugging section in the documentation.

Create your first Flow

🔎 Before You Begin#

📂 Prepare Your Data#

🚦 Step 1: Set Up Your Trigger#

⚡ Step 2: Set Up Your Action#

🧪 Step 3: Test Your Flow#

🌐 Optional: Use Advanced Modules#

🟢 Turn On Your Flow#

🚀 Congratulations!#