# 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="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2F0W3DR9EHWgl6UjLBQYly%2Fwork01.jpg?alt=media&#x26;token=c43eea48-cb12-4ae3-816f-23aa88acf1d4" 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="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FvmmPcsMfwyPXflwGupv3%2Fwork02.jpg?alt=media&#x26;token=1bbf4e62-019c-4da2-8b09-514ec91a5ba3" 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="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FLGGuBm52vknf92tn8Mp2%2Fwork003.jpg?alt=media&#x26;token=3b4fab8c-0863-47f2-b35e-3509d98be066" 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 %}
