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Getting Started with Zenaris

When you create your first workflow in Zenaris, you'll discover how easy it is to automate your freelance work. Zenaris connects to your email, extracts client requests, and helps you stay organized with powerful automation features.

This guide will walk you through creating your first workflow and setting up the essential features to streamline your freelance business.

Create a New Workflow

Navigate to your Zenaris dashboard, and you'll find the + New Workflow button in the top right. Click this button to start creating your first automation.

To begin setting up your workflow:

  • Give your workflow a descriptive name
  • Choose a trigger (like "New Email Received")
  • Select the actions you want to automate

Set Up Email Integration

Zenaris works best when connected to your Gmail account. This allows the AI to automatically extract tasks and client requests from your emails.

To connect your email:

  1. Go to Settings → Integrations
  2. Click "Connect Gmail"
  3. Authorize Zenaris to access your email
  4. Select which folders to monitor

Add Your First Automation

Once your email is connected, you can create your first automation rule. For example, you might want to automatically create tasks when clients send project requests.

Click + Add Rule and configure:

  • Trigger condition (e.g., "Email contains 'project request'")
  • Action to take (e.g., "Create task on Kanban board")
  • Optional: Send confirmation email to client

Configure Notifications

Stay informed about important events by setting up notifications. You can receive alerts via:

  • Email notifications for new tasks
  • Browser push notifications
  • Slack integration (Pro plan)

Test Your Workflow

Before going live, it's important to test your workflow. Use the Test Mode to simulate how your automation will work:

  1. Click the "Test" button in the workflow editor
  2. Send a test email to yourself
  3. Verify that tasks are created correctly
  4. Check that notifications are sent

Publish and Go Live

Once you're satisfied with your workflow, click the Publish button to activate it. Your automation will now run automatically in the background.

💡 Pro Tip: Start with simple automations and gradually add complexity as you become more familiar with Zenaris. You can always edit your workflows later.

Auto-Save Feature

Zenaris automatically saves your changes as you work. However, remember to manually publish changes to make them live. A blue notification dot next to the Publish button indicates unpublished changes.

Next Steps

Now that you've created your first workflow, explore these advanced features: