Set up your first automation without the jargon.

This guide walks you from a blank account to a working automation. No technical background needed. Just follow the steps, test once, and turn it on when everything looks right.

Open Zigease See the launch checklist

Workflow run

Google Forms

New response

Slack

Send message

Google Sheets

Add row

Best for: your first Zigease setup

Time needed: about 10 to 15 minutes

You need: access to the services you want to connect

1. Open your workspace

Create your account and land on Workflows.

Start by signing in. You will arrive in the place where your automations live. Think of it as your home base.

Use the same email you want for notices.
Name your first automation after the job it will do.

2. Add your services

Connect the tools you already use.

Choose a service, press Connect, and approve access. Zigease stores the connection so your automation can work for you later.

Only connect services needed for this automation.
You can remove a connection later from Settings.

3. Describe the job

Tell Ziggy what should happen in plain English.

Write the task the way you would explain it to a teammate. Include when it should start, what should be checked, and where the result should go.

Good: “When a new form answer arrives, send a short Slack message.”
Add details like channel names, labels, or folders when you know them.

Plain-English prompt template

“When [something happens], check [important detail], then [the result you want]. Send it to [person, channel, list, or folder].”

4. Review each step

Check the suggested steps before you turn it on.

Open each step and make sure the selected service, message, folder, or condition looks right. Zigease will mark anything that still needs setup.

Look for “Needs setup” before saving.
Use “Press @ to use data from a previous step” when one step needs information from another.

5. Try one test run

Run a small test with safe sample data.

Use one simple example before going live. Check that the right message, row, email, or task appears in the right place.

Start with yourself or a test channel when possible.
If something looks off, edit the step and try again.

6. Turn it on

Activate the automation and let it work quietly.

Once the test looks good, turn it on. You can come back any time to see recent runs, pause it, or make changes.

Check the first few runs after launch.
Pause before making big edits to an active automation.

Example ideas

Start with a job you already repeat.

The easiest first automation is something simple, frequent, and easy to check. These examples are good starting points because the result is visible right away.

Sales lead follow-up

Start: A new lead fills out a form.

Result: Zigease sends a team note and saves the lead.

Customer support handoff

Start: A customer sends a high-priority message.

Result: Zigease creates a task and alerts the right person.

Content reminder

Start: A draft is ready for review.

Result: Zigease posts a reminder with the next action.

Before you turn it on

A final check makes the launch feel calm.

If each line below is true, you are ready. If one is not true yet, fix that step first and run one more test.

The automation has a clear name.
Every service shows as connected.
No step says “Needs setup.”
The test run used safe sample data.
The result appeared where you expected.
Someone knows where to check recent runs.

Ready to set up your first automation?

Open Zigease, start with one repeated task, and keep this guide nearby while you test.

Open Zigease