Choose the right workflow type
A Deployment Preset creates a fuller workspace setup. A Ready Execution Flow adds focused work to an existing Box. The gallery labels the type before you fork.
Inspect what is included
Review the team, behaviors, skills, routines, schedules, required connections, variables, and versions. Credentials and personal data are never bundled.
Fork first, then connect your accounts
The fork creates your copy. Connect the required provider keys, applications, variables, and channels in your account before expecting the workflow to run at full power.
Continue in DPanel
Open the related product area or workflow when you are ready to apply this guide.
Browse ready workflows