Pick a ready-made template, connect the systems it needs, run it once and read the result, so you can see a finance workflow from start to end.

At the end of this page you will have copied a ready-made template, run it once, and read what each step did.

Before you start

You can sign in to Studio.
You can sign in to the systems the template uses, such as your ledger or Slack, or someone who can is with you.
You know the words in Key concepts, or keep the Glossary open.
Pick a template whose result you are happy to see happen for real. A run does real work: if it sends emails or posts entries, those happen too.

Steps

Open the templates

In the Studio sidebar, choose Workflows, then the Templates tab.

In Studio: Workflows > Templates. Templates sits next to My workflows at the top of the page.

Browse by area: Close, AR, AP, Billing or RevRec. Press About on a template to read it. The details show its Trigger, its Steps and its Required Connections, which are the systems you need to connect. Some templates open a Recipe view instead, where you choose the systems for each part.

Set it up in chat

Press Use on the template card, or Run workflow in its details. Studio opens chat on Home and asks Loopfour to set up the template.

Connect your systems

For each system that is not connected yet, chat shows a Connect button. Press it and sign in to that system. If you have more than one account for a system, chat shows Choose an account for each step; pick one and press Use these accounts. Answer any settings chat asks about.

Open the new workflow

Chat creates the workflow as a Draft. Find it under Workflows > My workflows and open it. Look at each step on the canvas so you know what it will do.

Deploy it

Press Deploy in the editor's top bar, then Deploy in the dialog. The workflow becomes Active and its trigger is switched on. Studio runs only deployed workflows, so this comes before your first run.

In Studio: Workflows > Deploy. Deploy is at the right of the editor's top bar, after Runs and Run.

Run it once

Press Run. The Run Workflow dialog opens with a box for starting data. Leave it as it is unless the template needs something, then press Run. When the run starts, press View Runs.

Read the result

Open the run. Its status shows at the top, such as Completed, Failed or Waiting for approval. Select a step to see its Input, what it received, and its Output, what it produced. For a failed step, Error takes the place of Output and explains what went wrong.

You can also ask chat to deploy or run the workflow. Chat then shows Approve and Deny buttons, and it acts only after you press Approve.

Check it worked

The workflow shows as Active under Workflows > My workflows.
Runs lists your run with a status.
Each step in the run shows what it received and what it produced.

If something goes wrong

The run did not start, or you see that the workflow must be active. Deploy it first, then press Run again. See A workflow did not run.
A step failed because of a connection. Reconnect the system under Integrations. See A connection stopped working.
The run is waiting for approval. That is expected for templates with an approval step. See Approve or reject a request.

Quick start: run a template