Beginner’s Guide to Workflows

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Beginner’s Guide to Workflows

This section provides a high-level overview designed to help new users get started with workflows.

In this article, you will learn the basic concepts, build a simple workflow to understand how the platform works, and use the learning samples to practice common tasks. By the end of this article, you will be ready to explore more advanced topics and create automation that fits your environment.

Step-by-Step Process

#	Task	See...
1.	Understand the key concepts, requirements, and licensing requirements .	Core Features and Capabilities Frequently Asked Questions Licensing Important Notes and Limits
2.	Complete the initial setup in the Meraki dashboard, if not done already.	About Workflows Access
3.	Launch Cisco Workflows from the Meraki dashboard and familiarize yourself with the user interface.	Launch Workflows Watch the Workflows Tour Video.
4.	(Optional) Browse, explore, and install Cisco-validated prebuilt workflows from the Meraki Automation Exchange.	Exchange
5.	Create a Target. A target lets your workflow know which system or device it should talk to when running an action.	Overview of Targets Create a Target View the list of supported targets, their purposes, and the required account key configurations for authentication. Learn more about account keys, the credential types used for authenticating with targets. (Optional) Group multiple targets, either of the same or different types, into target groups to enable your workflows to dynamically select and interact with them during execution.
6.	(Optional) Use the Automation Remote virtual appliance to connect with on-premises targets that are not directly accessible from the public internet.	Overview of Automation Remote Remote Target Setup
7.	Create a Workflow for the newly created target.	Review workflow requirements and platform limits to ensure your workflows run successfully and within system constraints. Review best practices before designing workflows. Create a Workflow Add built-in activities and functions to your Workflow Add workflow properties Use prompt tasks to design workflows that gather input from users.
8.	Use the Run Monitoring page to review previous executions of workflows.	Monitor workflow runs.
9.	Explore more about Workflows with these resources.	Workfows Self-Learning Samples : Access training videos that cover the basics and guide you through creating your workflows. Workflows Demo Videos: Watch short, practical demo videos that showcase key Workflows features and real-world applications. Each video provides step-by-step guidance, helping you discover how to use Workflows to automate tasks, improve efficiency, and solve common challenges. Workflows Community Support : Ask questions and stay informed about the latest announcements and updates in the Workflows Community.