> ## Documentation Index
> Fetch the complete documentation index at: https://novu-c5de82d9-docs-homepage-redesign.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Workflow

> Create a workflow and define its identifier, metadata, and initial configuration.

A workflow defines how Novu delivers notifications for a specific event. It contains the steps, templates, and rules that control how messages are sent across channels.

You can create workflows in the Novu dashboard, using the [Novu API](/api-reference/workflows/create-a-workflow) or define them in code using the [Novu Framework](/framework/introduction#create-a-workflow). This guide focuses on creating workflows in the Novu dashboard.

<Note>
  Workflows can only be created and managed in the development environment. Once created, workflows can be synced to other environments. To learn more, refer to [Environments](/platform/developer/environments#publishable-assets).
</Note>

## Create a workflow

You can create a Novu workflow in the following ways:

* **Create from scratch**: Build a custom workflow tailored to your exact needs.
* **Create from template**: Start with pre-built workflows for common use cases.

<Tabs>
  <Tab title="From scratch">
    <Steps>
      <Step title="Go to the Novu Dashboard">
        Go to the [Novu Dashboard](https://dashboard.novu.co).
      </Step>

      <Step title="Navigate to Workflows">
        Navigate to **Workflows**.
      </Step>

      <Step title="Click Create workflow">
        Click **Create workflow**.\\

        <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/create-a-workflow.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=3741ec7c678f0d2f213423f69c3c3faa" alt="Create a workflow" width="2878" height="1624" data-path="images/workflows/create-a-workflow/create-a-workflow.png" />
      </Step>

      <Step title="Fill in workflow details">
        Fill in the [workflow details](#workflow-details):

        * **Name** (Required): The display name shown in the dashboard. You can change this later in the workflow editor.
        * **Identifier** (Required): The `workflowId` is immutable. It must be in a valid slug format (letters, numbers, hyphens, dots and underscores only) and must be unique within one environment.
                  <Note>
                    The `workflowId` is required when triggering a workflow and when using [trigger overrides](/platform/integrations/trigger-overrides). It is also used to conditionally display notifications in the [`<Inbox />`](/platform/inbox).
                  </Note>
        * **Tags** (Optional): Organize and categorize workflows. Tags can be added later in the workflow editor.
                  <Note>
                    To learn more about Tags, refer to [workflow tags](/platform/workflow/configure-workflow#tags).
                  </Note>
        * **Description** (Optional): Document the workflow’s purpose and behavior for your team. Description can be added later in the workflow editor.
                  <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/create-workflow.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=4747989a97a14c998ab4a2feed776c26" alt="Create workflow" width="2880" height="1624" data-path="images/workflows/create-a-workflow/create-workflow.png" />
      </Step>

      <Step title="Enable translations (optional)">
        **Enable translations** (Optional): Support multiple locales for this workflow. This can be enabled after workflow creation in the workflow editor.

        <Note>
          To learn more about translations, refer to [Translations](/platform/workflow/advanced-features/translations).
        </Note>
      </Step>

      <Step title="Create the workflow">
        Click **Create workflow**.
      </Step>
    </Steps>

    After creating the workflow, you’re redirected to the Workflow Editor, where you can configure the workflow and add steps.
  </Tab>

  <Tab title="From template">
    Templates are pre-built workflows for common notification scenarios. They include pre-configured steps, sample content, and pre-filled workflow details that you can customize.

    To create a workflow from a template:

    <Steps>
      <Step title="Go to the Novu Dashboard">
        Go to the [Novu Dashboard](https://dashboard.novu.co).
      </Step>

      <Step title="Navigate to Workflows">
        Navigate to **Workflows**.
      </Step>

      <Step title="Access templates">
        From the **Workflows** page, you can access templates in two ways:

        * Click the icon on the **Create workflow** button and select **From template**.
                  <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/create-from-template.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=e89ddc0a065bac6856c1b41101314b54" alt="Create from template" width="2880" height="1626" data-path="images/workflows/create-a-workflow/create-from-template.png" />
        * Click **Explore templates**.
                  <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/create-from-explore.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=4d75f0b04b5581083ebdc205d85cf4de" alt="Create from explore" width="2880" height="1622" data-path="images/workflows/create-a-workflow/create-from-explore.png" />
      </Step>

      <Step title="Select a template">
        Select a template.
      </Step>

      <Step title="Create the workflow">
        Click **Create workflow**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Manage workflows

Once created, you can manage workflows from the Workflows page:

### Update a workflow

After creating a workflow, you can modify its configuration at any time from the workflow editor. This allows you to evolve notification logic without creating a new workflow.

Click on any workflow to open the workflow editor, where you can:

* Update name and description (identifier cannot be changed)
* Add or remove the workflow tags.
* Change [workflow status](/platform/workflow/configure-workflow#workflow-status).
* Configure [channel preferences](/platform/workflow/configure-workflow#channel-preferences) and [payload schema](/platform/workflow/configure-workflow#payload-schema).
* Add, remove, or reorder [steps](/platform/workflow/add-and-configure-steps#add-a-step-to-a-workflow).

### Duplicate a workflow

Duplicating a workflow lets you reuse an existing configuration as a starting point for a new workflow. This is useful when workflows share similar logic but differ in trigger identifiers, content, or steps.

<Steps>
  <Step title="Find the workflow">
    Find the workflow in **Workflows** page.
  </Step>

  <Step title="Open the menu">
    Click the three-dot menu (•••).
  </Step>

  <Step title="Select Duplicate workflow">
    Select **Duplicate workflow**.
  </Step>

  <Step title="Provide a new name and identifier">
    Provide a new name and identifier.

    <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/duplicate-workflow.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=2bb10efb9f7c78c211675963a6fd7cbf" alt="Duplicate a workflow" width="2880" height="1578" data-path="images/workflows/create-a-workflow/duplicate-workflow.png" />
  </Step>

  <Step title="Confirm duplication">
    Click **Duplicate Workflow**.

    <img src="https://mintcdn.com/novu-c5de82d9-docs-homepage-redesign/C2gWMp51gCfKtrUK/images/workflows/create-a-workflow/duplicate-a-workflow.png?fit=max&auto=format&n=C2gWMp51gCfKtrUK&q=85&s=e85351c31d8bbb083771723b9789de52" alt="Duplicate workflow" width="2880" height="1622" data-path="images/workflows/create-a-workflow/duplicate-a-workflow.png" />
  </Step>
</Steps>

### Delete a workflow

<Warning>
  Deleting a workflow is permanent and cannot be undone. Any existing triggers referencing the deleted workflow will fail with a `workflow not found` error. Execution history is preserved in the [Novu Activity Feed](/platform/workflow/monitor-and-debug-workflow).
</Warning>

<Steps>
  <Step title="Find the workflow">
    Find the workflow in **Workflows** page.
  </Step>

  <Step title="Open the menu">
    Click the three-dot menu (•••).
  </Step>

  <Step title="Select Delete">
    Select **Delete**.
  </Step>

  <Step title="Confirm deletion">
    Confirm deletion.
  </Step>
</Steps>
