BEFORE YOU BEGIN

Logging in to the Wrk Platform

To log in for the first time, just use your email address and the password we sent you via email. Having trouble? Check out this helpful video for more detailed instructions.

SCENARIO ONE

Clone, Edit, and Run a pre-made Wrkflow

Let’s start simple—follow the detailed videos below to clone, edit and launch your very first Wrkflow.

  1. Clone the Wrkflow on the homepage titled, “Your First Wrkflow” following this walkthrough video.
  2. Edit the Wrkflow you just cloned with help from this walkthrough video.
  3. Launch the Wrkflow by following this walkthrough video.

Once you’ve completed this step, please submit your feedback for Scenario One so we can continue to improve the Wrk Platform.

SCENARIO TWO

Build a Wrkflow to Collect Information

Next, let’s try to build a Wrkflow from scratch. The goal of this Wrkflow will be to generate information about a user from LinkedIn.

  1. Choose someone on LinkedIn whose profile information you’d like to pull—anyone will do!
  2. See how easy it is to design a new Wrkflow in this walkthrough video.
  3. Build out your Wrkflow with Wrk Actions that help you gather profile data from the LinkedIn user’s profile page and send that information to yourself via email. (Psst—we outline the exact Wrk Actions in the “Required Wrk Actions” section below). Check out this additional walkthrough video on how to build the generate information about a user from LinkedIn Wrkflow from scratch.
  • Here are the Wrk Actions you will need for this Wrkflow. You will need to determine what order to put them in.

    ➜ Search user profile page URL from LinkedIn

    ➜ Retrieve user profile data from LinkedIn

    ➜ Send email to inform

  • Here are some tips on how to configure each of your Wrk Actions.

    Wrkflow Initialization (rocket ship icon)
    For this Wrkflow, no configurations are required for this step.

    Wrk Action 1: Search user profile page URL from LinkedIn
    Fill out all the required fields, then hit the Confirm button to save your changes.

    Wrk Action 2: Retrieve user profile data from LinkedIn
    Fill out all the required fields, and remember to click the Confirm button at the bottom of the configuration panel.

    Wrk Action 3: Send email to inform
    Please fill out the required fields using this guide:

    • Email from: accounts@wrk.com
    • Sender name: Wrk
    • Email recipients: Type your email and hit the “Enter” key on your keyboard to add the email address
    • Email subject: Type out an email subject line
    • Email body: Use the Data Library to populate data from the previous Wrk Actions into the email body. To insert items from the Data Library, type {{ into the Email Body field. We have included a support article below to help you complete this task*

*See how easy it is to configure your email body task from the send email to inform Wrk Action with this helpful support article.

SCENARIO THREE

Build a Wrkflow to Build a Presentation

Picture this: You are a Sales professional. You need to create 5 pricing slides (via a Google Slide template) with custom pricing information that can be used for Sales presentations. Let’s automate this process so you can focus on building relationships.

We have created a step-by-step walkthrough video to help you build an amazing presentation using our powerful Wrkflow. Watch it here and then begin building.

Don’t forget to check out some helpful tips below and please submit your feedback on this scenario once you’re all done!

  • Here are the Wrk Actions you will need for this Wrkflow, from beginning to end.

    1. Retrieve data from Google Sheets
    2. Copy existing presentation in Google Slides
    3. Replace text in Google Slides
    4. Replace text in Google Slides
    5. Replace text in Google Slides
    6. Replace text in Google Slides
    7. Send email to inform

  • Before configuring your Wrkflow, you need to set up your input file, which in this case is a Google Sheet containing pricing details.

    1. Make a copy of the Google Spreadsheet template available below.
    2. Go to the Share Settings for the Google Spreadsheet and share it (with Edit access) with Googlewrkbots@wrk.com This allows our Bots to view and edit the spreadsheet.
    3. Edit the new Spreadsheet will fake values for Company Name and the Pricing columns (like ABC Inc and $1, $2, $3.)
    4. Now let’s start configuring your Wrkflow!

  • To help you configure some of the Wrk Actions, here is some additional information you will require.

    Wrkflow Initialization (rocket ship icon)
    For this Wrkflow, no configurations are required for this step.

    Wrk Action 1: Retrieve data from Google Sheets
    • Go to your prepared input file, click the Share button and then click Copy Link.
    • Paste the link in the Google Sheets URL field.
    • Add the header name of each column under Field to Capture, selecting the right Data Type for each column (you’ll only need Text (short) and Number for this example).
    • Hit the Confirm button.

    Wrk Action 2: Copy existing presentation in Google Slides
    • Username: accounts@wrk.com
    • Google Slides URL: https://docs.google.com/presentation/d/1Q24-natFD7TwtpP__N-yuRJjTmKQ4szoQ_OSStnpWTw/edit?usp=sharing
    • File name: Use the Data Library icon to the right of the field to populate the field with the Slide File Name
    • Permission type: Editor

    • Please fill out the Optional fields using the guide below.
    • Folder name: 1bkGyOCOUipBkDmhRGFf9C9oALcJoIBSp
    • Share with: Googlewrkbots@wrk.com, accounts@wrk.com
    (Each email must be typed one at a time; Type an email and hit the “Enter” key to add it before moving onto the next one).
    • Access group: The Wrk Company
    • Don’t forget to click Confirm to save your changes!

    Wrk Action 3: Replace text in Google Slides
    • Google Slides URL: Click the Data Library icon to use the Google Slide URL created from the previous Wrk Action.

    • Text to replace: This is where you identify the text you’d like to replace in the Google Slides presentation. For this Wrk Action, type Company Name.
    • New text: This allows you to insert the “Company Name” from your Google Sheet in Wrk Action #1 into the Google Slides presentation. To populate this field with data from your Google Sheet, type {{ and select 1 – Retrieve data from Google Sheets – Company Name from the menu.

    • Hit Confirm to save your changes.

    Wrk Action 4: Replace text in Google Slides
    • Google Slides URL: Click the Data Library icon to populate the Google Slide URL created from the previous Wrk Action.
    • Text to replace: For this Wrk Action, type $SP (which represents Starter pricing).
    • New text: This allows you to insert the “Starter” pricing that appears in your Google Sheet into the Google Slides presentation. Remember, you can type {{ to retrieve data from your Google Sheet. Select 1 – Retrieve data from Google Sheets – Starter from the menu.

    • Hit Confirm.

    Wrk Action 5: Replace text in Google Slides
    • Google Slides URL: Click the Data Library icon to populate the Google Slide URL.
    • Text to replace: For this Wrk Action, type $PP (which represents Pro pricing)
    • New text: This allows you to insert the “Pro” pricing that appears in your Google Sheet into the Google Slides presentation. Remember, you can type {{ to retrieve data from your Google Sheet. Select 1 – Retrieve data from Google Sheets – Pro from the menu.
    • Hit Confirm.

    Wrk Action 6: Replace text in Google Slides
    • Google Slides URL: Click the Data Library icon to populate the Google Slide URL.
    • Text to replace: For this Wrk Action, type $PP (which represents Diamond pricing)
    • New text: This allows you to insert the “Diamond” pricing that appears in your Google Sheet into the Google Slides presentation. Remember, you can type {{ to retrieve data from your Google Sheet. Select 1 – Retrieve data from Google Sheets – Diamond from the menu.
    • Hit Confirm.

    Wrk Action 7: Send email to inform
    • Email From: accounts@wrk.com
    • Sender Name: Wrk
    • Email recipients: Type your email address and then hit the ENTER key on your keyboard.
    • Email subject: Type out an email subject line.
    • Email body: Use the Data Library to populate data from the previous Wrk Action (a link to the edited Google Slides presentations) into the email body. To insert items from the Data Library, type {{ into the Email Body field. We have included a support article below to help you complete this task.*

*See how easy it is to configure your email body task from the send email to inform Wrk Action with this helpful support article.

SCENARIO FOUR

Let your imagination go wild!

Now it’s time to have some fun. Build a Wrkflow with at least four Wrk Actions – the sky is the limit.

  1. On the homepage, select the “Design a New Wrkflow” button, and rename the Wrkflow by replacing the “Untitled” text at the top bar.
  2. Build your own Wrkflow from scratch using the Wrkflow Designer, using at least four Wrk Actions, referencing the walkthrough video on building a Wrkflow from scratch as needed.
  3. Remember to configure the Wrkflow Initialization step and Wrk Actions as needed. As always, you can use the “Chat” feature for support at any time.
  4. Launch a new run of your Wrkflow.

The goal is to get your Wrkflow to launch successfully. Remember, we’ll be there in the Chat to help you out whenever you need us. Once you’ve launched, take a second to fill out the final feedback form below. Happy building!

  • Keep it specific

    Avoid starting a Wrkflow with a wide-range search Wrk Action (e.g., find all companies in SaaS in North America and their contacts)

  • Max 5 rows in spreadsheets

    Ensure there are a maximum of 5 rows if you are using an Excel or Google spreadsheet as an input

  • Max 5 outputs

    Your Wrkflow should result in a maximum of 5 outputs (e.g., 5 records created in Salesforce, 5 Google slides created, 5 companies found)