# Flow Builder

## Sending Templates via Flow Builder(Workflow)

## Overview

**Workflows** in Flow Builder allow businesses to send WhatsApp templates based on **automated triggers and conditions**.

This helps in:

* Sending messages automatically
* Reducing manual effort
* Ensuring timely communication based on events

### Steps to Send Templates via Workflow

#### Step 1: Navigate to Workflows

* Go to the **Picky Assist Dashboard**
* Click on **All Menus**
* Under **Flow Builder**, select **Workflows**

<figure><img src="/files/2P1jVQUBgep6L2kcnQVF" alt=""><figcaption></figcaption></figure>

#### Step 2: Create a Workflow

* Click on **Create Workflow**
* Enter a **workflow name**
* Select the required **workflow type**
* Click on **Create Flow**

<figure><img src="/files/3YGI9tZfXA6NWVD0Q6Jn" alt=""><figcaption></figcaption></figure>

#### Step 3: Configure Trigger and Send Template

* Click on **Select a Module,**&#x43;hoose the required **module**
* Select a **triggering event**
* Map the necessary **module fields**
* Add an action:
  * Select **Send Message**
  * Choose **WhatsApp Template**
* Provide or map:
  * **Recipient number**
  * Required template fields
* Complete the setup and **end the flow**

<figure><img src="/files/EqUbykqO1VF2Dy7Z0ZWo" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once configured, the template will be **automatically sent** to the selected users whenever the defined **event or condition is triggered**.
{% endhint %}

### Sending Text, Media, and Dynamic Templates via Flow Builder (Workflow)

#### Step 1: Configure Workflow and Trigger

* Create a **Workflow** in Flow Builder (similar to earlier steps)
* Select the required **module**
* Choose a **triggering event** based on your use case
* Select the necessary **module fields**
* After configuring the fields, proceed to the next step
* Add an action and choose **Send Message**

<figure><img src="/files/ph9747O1fF3Edw6aivIB" alt=""><figcaption></figcaption></figure>

#### Step 2: Configure Template and Send

* Provide the **recipient number** or map it from **attributes**
* Verify that the **correct channel (WhatsApp)** is selected
* Choose the **message type** as **Simple Message**
* Select the required **approved template**
* You can use a template that includes:
  * **Text**
  * **Media**
  * **Dynamic values**
* Upload the required **media file**
* Fill in all necessary **dynamic variable values**
* Complete the setup and **end the flow**
* You may add additional steps if required

<figure><img src="/files/FxfUwG20TgKp6REXypRy" alt=""><figcaption></figcaption></figure>


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