1Choose what you want

2Follow the green button

3Test your automation

Select an automation from the left to begin a guided build.

Choose a template or add your first trigger.

Draft mode

Choose a goal first. Then the app will add and explain one step at a time.

More controls

What should I do next? The green guide below always tells you the next button to press.

Choose an automation from the left. The workspace will tell you which first step to add and explain why it is needed.

Your simple step-by-step plan

Click a node on the canvas. Then use these fields to understand what you would configure in a real automation platform.

Select a workflow node to view its settings.

Tell me what you want to automate. For example: “When someone fills out my form, send them an email and add them to my CRM.”

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© 2026 FinancesPlug. For education only. We don’t guarantee outcomes. Nothing here is financial, legal, accounting, or tax advice.

AI Automation Builder Demo