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Your first win: the “Cup of Tea” Blueprint

Your first Blueprint should be so simple you can:
  1. Click Start
  2. Go make a cup of tea
  3. Come back
  4. See a finished output waiting for you
The easiest beginner Blueprint is: File Upload → Report Generation → (optional) SharePoint Upload

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Getting Started: Build a Blueprint

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1) Create a new Blueprint

New Blueprint button
Click Create a new Blueprint
Create Blueprint dialog

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2) Choose your Blueprint type

There are two modes:
  • Manual Start → runs when you click Start
  • Sub-Blueprint → runs as a reusable step inside another Blueprint
Manual Start option
Create Blueprint → Click + Add → choose the Steps you want.
Add steps menu