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

# Create Workflow

### Creating a new workflow

Create a new workflow by clicking on the CREATE WORKFLOW button.

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-1.png)

### WHAT : Capture Workflow details

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-2.png)

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-3.png)

### WHO : Audience Selection

**Option 1 : Selecting an existing user segment**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-4.png)

**Option 2 : Creating an inline user segment**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-5.png)

### WHY : Conversion Goals

**Option 1 : Add the conversion goals**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-8.png)

**Option 2 : Proceed without conversion goals**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-7.png)

### Exit Condition

Captures the exit condition for the workflow

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-9.png)

### WHERE : Select the channel by which audience is targetted

**1. Click on the + button to add the workflow steps**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-10.png)

**2. Select the required workflow action/step**

![](https://mintlify.s3-us-west-1.amazonaws.com/castled/images/wf/wf-11.png)

### Steps for adding channels are workflow steps are explained in the below sections

> **[App Inbox](https://docs.castled.io/engagement/inbox/inbox-wf-step-create.md)**

> **[Email](https://docs.castled.io/engagement/email/email-wf-step-create.md)**

> **[In-App](https://docs.castled.io/engagement/inapp/inapp-wf-step-create.md)**

> **[Push](https://docs.castled.io/engagement/mobile-push/push-wf-step-create.md)**

> **[SMS](https://docs.castled.io/engagement/sms/sms-wf-step-create.md)**

> **[Whatsapp](https://docs.castled.io/engagement/whatsapp/whatsapp-wf-step-create.md)**

> **[Webhook](https://docs.castled.io/channels/whatsapp/whatsapp-overview)**


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