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AutomationQuick Start

Build First Workflow

This guide walks you through the basics of ByteChef in a few minutes. You'll learn how to build a workflow quickly, so no much configuration needed.

In this tutorial, you'll learn:

  • How to build a workflow quickly with ByteChef's Workflow Builder
  • How to add and configure a component with data expressions
  • How to execute workflow automations

Pick Your Platform

You have two ways to use ByteChef:

If you're ready to selfhost, you can pick any of the platforms above for detailed setup instructions.

In this quickstart guide, we'll be working with the Cloud instance so you can dive in immediately. You can switch to self-hosted instance anytime after you finish this guide.

Sign in

  • Open ByteChef on the Cloud or your self-hosted instance
  • Register a new account (or sign in if you already have one). On a fresh self-hosted instance, sign in with the default admin credentials and change the password afterward
  • On first sign-in you land in the Automation workspace

Create a Project

  • Go to the Projects page in the Automation workspace on the Cloud or your self-hosted instance
  • Click the Create Project button (labeled New Project once you already have projects)
  • In the Create Project dialog, enter a Name and, optionally, a Description, Category, and Tags
  • Click Save

Create Your First Workflow

Inside your project:

  • Click the add workflow button in the project pane
  • Give it a label (e.g., "Send Welcome Email")
  • Click Save.

Now, you now have a blank canvas in your workflow; let's build something.

Add a Trigger

Every workflow in ByteChef starts with a trigger, it's the event that kicks off your automation.

  • Click the + button on the canvas
  • Search for and select Manual Trigger (this lets you start the workflow by testing or deploying)
  • Click to confirm
manual trigger

Add and Configure Your First Component

Now, let's add a component that does something. Let's use the Spotify component to create a playlist and share with your teammates on Slack.

  • Click the + icon after the Manual Trigger
  • Search for Spotify
  • Select Spotify and click to add it
  • Select an action from the dropdown (the Create Playlist action)
  • Configure the component:
    • Make a connection with the component by providing your Spotify Client ID and Client Secret
  • In the properties panel, provide the playlist name and description
  • Select if you want the playlist to be public or private
  • Select if you want the playlist to be collaborative or not
  • Add the Slack component and select the Send Channel Message action
  • Configure the component:
    • Make a connection with the component by providing your Slack Bot User OAuth Access Token
    • In the properties panel, provide the channel ID and message.
    • In the message section of the Slack properties panel, click on the message tab and enter this expression:
🎵 New playlist created: Slack Shared Songs
Playlist:${spotify_1.external_urls.spotify}
Start adding your favorite songs!

Test Your Workflow

Click the test button at the top right corner of the workflow. ByteChef runs your workflow:

  • The Manual Trigger activates the workflow
  • The Spotify component creates a playlist
  • The Slack component sends a message to a channel

You'll see the execution results below:

workflow execution

Check your configured Slack channel to see a message in Slack:

slack message

What You've Built

Your workflow now looks like:

Manual Trigger → Spotify (Create Playlist) → Slack (Send Message)

The demo in this quickstart demonstrates the core concept of automation:

  • Trigger: Something starts the workflow
  • Components: Do the actual work (create, fetch, send)
  • Data pills: Pull data between components using ${stepName.fieldName} — see Data Pills & Input Modes

Next Steps

Here are a few things you can explore next:

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