Get started: Build workflows

As a builder, you’ll be creating and managing workflows and integrations.

Design Workflows Builder Toolbox

Let’s get you started, nice and easy.

What’s where in product: Watch a tour

The tour gives you an overview of what’s where in Next Matter

Prepare to build: Watch a tour

The tour shows you how to:

• Add users
• Get the quick integration bits ready
• Generate your key for any custom integration you might need
• Start building workflows

You can use our Step template to add light users in bulk. To find the workflow, add a step and select the Onboard a list of light users template in Templates > Next Matter templates. Use our chat widget (bottom-right) to contact us for details.

Advanced tips and tricks

Configure Slack to get notifications

When a task is assigned users get notified about it in their Next Matter inbox, and by email.

However, you can also notify them by Slack.

1. Start by connecting Slack in Next Matter. You can do it in Automations library.
2. Click the avatar in the bottom-left corner and open User profile.
3. In Notifications, select Slack.

Note that as an admin you connect Slack, but each Next Matter user can decide on their own how they want to be notified.

Use AI for building

If you’re looking for ideas on how to break your workflow into steps, our AI can help you out. Click Create new workflow with AI and describe your workflow in a few words. We’ll give you some ideas of what your steps might be.

Use Visual builder to see all the dependencies of your workflow

When you start building your workflow, click Show visual in the top bar. Visual builder allows for drafting workflows in collaboration with Subject Matter Experts where you can drag and drop steps together.

Connect a 3rd party tool using REST API

In the case of tools such as Asana, you’ll need to connect them using REST API.

To do that you’ll need the 3rd party app’s API key. If you’re not an admin, you can ask your IT department to generate those for you.

To use such an integration when building a workflow, you’ll need a Integrations > Custom integration step.

You’ll need to provide:

• the 3rd party key in 3 (as in the screenshot)
• REST API endpoint URL in 1 (screenshot).
• JSON request body in 4(screenshot)
• any additional headers in 2(screenshot)

You will find the 3rd party calls in their developer documentation.

Use Next Matter API to make life easier

Actions such as completing a step can be easily achieved with Next Matter own REST API. You can find all the details here.

You’ll need to authenticate with the Next Matter API key, which you can generate in Company > Next Matter API keys.

Next steps

• REUSE: When building workflows, you can re-use data from the workflow (metadata, user-entered data, and data obtained from integrations). Learn how to use data references and variables
• TEST and CHANGE: You can build workflows, test draft versions and revert changes. Learn more about version control
• BRANCH: Base steps on conditions to account for multiple workflow paths. Learn more about conditions
• START: Start workflows manually or when a trigger is received. Learn more about how to start workflows
• INTEGRATE: Use our extensive integration capabilities to connect any 3rd-party tool
• SHARE: You can share specific workflows as portals available to users. The users can start workflows from there and use this space as their quick resolution center. Learn more about portals