Go to Admin Settings
Navigate to the Admin section and select “Automations” or “Workflow Automator”, depending on your product.

Choose When to Trigger
Pick a trigger point — like ticket creation, lead update, or status change.

Set Conditions
Add rules or conditions (e.g., "If ticket priority is High and status is Open").

Define Actions
Choose what happens next — like sending an email, assigning an agent, or updating a field.

Test and Save
Always test your workflow with sample data before making it live.