Create Your First Workflow
Step 2: Name your workflow and choose a record type
You’ll see a template picker first. For this tutorial, skip it and build from scratch — but keep in mind templates are a fast starting point for common scenarios like this one.
You’ll see a form with two fields:
Name — Enter something descriptive, like “Welcome New Member”. This name appears in the workflow list and in run history.
Record type — Choose Member. This tells Kanri that each run of this workflow is about one member.
Click Create.
Kanri creates the workflow and opens the workflow builder — a visual canvas where you’ll design the automation.

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