> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apers.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Automating Tasks wth Workflows

> Learn how to automate repetitive tasks using Workflows in Apers

Workflows allow you to automate repetitive tasks by letting Apers run pre-defined steps autonomously.

## Creating a Workflow

Click the **Workflows** tab on the left side panel to get started.

|                          | Description                                                                                                |
| ------------------------ | ---------------------------------------------------------------------------------------------------------- |
| **Create from Template** | Recommended. Apers provides a collection of pre-built workflows you can duplicate and save to your account |
| **Create New Workflow**  | Build a custom workflow from scratch                                                                       |

<Tip>
  We recommend starting with templates first. You can duplicate and customize to your needs.
</Tip>

## Building a Custom Workflow

<Steps>
  <Step title="Create new workflow">
    Click the **Create New Workflow** button.
  </Step>

  <Step title="Enter basic information">
    Specify the workflow **Name** and **Description**.
  </Step>

  <Step title="Define workflow steps">
    Enter the AI instruction to execute in each step. For example, "Read all lease files within the data room."
  </Step>

  <Step title="Add more steps">
    Click **Add Step** to add additional steps to your workflow.
  </Step>

  <Step title="Set up input requests (optional)">
    Configure input requests so Apers prompts users for information before running. For example, a market research workflow can ask which city or sub-market to analyze, then Apers will conduct the research steps based on that input.
  </Step>

  <Step title="Save your workflow">
    Click **Save** to save the workflow to your Apers account.
  </Step>
</Steps>

## Running a Workflow

<Warning>
  Workflows with more steps will consume Smart Request credits faster. Consider balancing workflow sophistication with credit usage.
</Warning>

**From a Deal:**

<Steps>
  <Step title="Open the Deal">
    Navigate to the Deal you want to run the workflow on.
  </Step>

  <Step title="Run workflow">
    Click the **Run Workflow** button and select the workflow from the dropdown menu.
  </Step>
</Steps>

**From a Chat:**

<Steps>
  <Step title="Locate the Run Workflow button">
    Click the **Run Workflow** button on the left side of the chat box.
  </Step>

  <Step title="Select workflow">
    Select the workflow you want to use.
  </Step>
</Steps>