> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt > Use this file to discover all available pages before exploring further. # Reply to New Leads Automatically > Build a workflow that thanks everyone who fills in a form on your site and gives your team a follow-up task, test it with a real submission, then switch it on A lead who hears back in minutes is far more likely to buy than one who waits a day. A workflow can answer every form on your site the moment it arrives: it emails the person a thank-you and gives your team a task to follow up. This guide builds one for the wholesale form on the Northwind site with the AI Workflow Assistant, checks what it made, tests it with a real submission, and then switches it on. ## Start a workflow **1. Open Workflows** Click **Workflows** in the left rail, then **New Workflow** at the top right. ![The Workflows page with the New Workflow button outlined](https://mintcdn.com/locusdigital/dod_sfS5w9wL9CUs/images/how-tos/site-builder/wf-01-new-workflow-closeup.webp?fit=max\&auto=format\&n=dod_sfS5w9wL9CUs\&q=85\&s=542d3c271215de9e09fbfb3e574ea5ef) **2. Name it** Give the workflow a name your team will recognize, and a description if you like. Then click **Create Blank Workflow**. The workflow opens in the editor. ![Workflow Name: Thank new wholesale leads, a description, and the Create Blank Workflow button, outlined](https://mintcdn.com/locusdigital/dod_sfS5w9wL9CUs/images/how-tos/site-builder/wf-02-name-it-closeup.webp?fit=max\&auto=format\&n=dod_sfS5w9wL9CUs\&q=85\&s=0dfca7791253d77c42ec38fa6a69750d) **3. Keep it switched off while you build** Check that the switch at the top right reads **Disabled**. If it reads **Enabled**, click it. A workflow that is switched on runs for every real submission as soon as it has a trigger, even while you are still building it. ![The workflow header with the switch reading Disabled, outlined](https://mintcdn.com/locusdigital/dod_sfS5w9wL9CUs/images/how-tos/site-builder/wf-03-switch-off-closeup.webp?fit=max\&auto=format\&n=dod_sfS5w9wL9CUs\&q=85\&s=8eb3e4198e779e0478867463a670e15c) ## Describe it to the assistant In the **AI Workflow Assistant** on the left, say what should happen in your own words: which form starts it, what the email should say, and what your team should do next. Then press **Enter**. For Northwind: > When someone sends the wholesale form on our Northwind Coffee Roasters site, email them a short thank-you: thank them by name, say we will reply within two business days, and link to our Origin Stories at /blog. Then create a CRM task for our team to follow up within two days. Keep the workflow switched off; I will test it first. ![The workflow editor with the request typed into the AI Workflow Assistant box, outlined](https://mintcdn.com/locusdigital/dod_sfS5w9wL9CUs/images/how-tos/site-builder/wf-04-ask-the-assistant.webp?fit=max\&auto=format\&n=dod_sfS5w9wL9CUs\&q=85\&s=a9529ac5bdb83e852f7c07f169712a4f) The assistant adds the steps to the canvas and tells you what it built. Here: a **Form Submitted** trigger, a step that prepares the person's name and email, a **Send Email** step and a **Create CRM Task** step. ## Check each step Click a step on the canvas to open its settings on the right. The assistant works from your words, so check the details before you test. **1. The trigger: which forms start it** Under **Site** and **Forms**, check the site and tick the forms that should start the workflow. Leave **Forms** empty to start it for every form on the site. Here, Northwind Coffee Roasters and both of its wholesale forms are ticked. ![The Form Submitted settings: Site Northwind Coffee Roasters and two wholesale forms ticked, outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-05-check-trigger-closeup.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=3769f62518229e60d98276fb6cf9ff4e) **2. The email: what the person receives** Read the **Subject** and the **Body (plain text)**. The colored chips are filled in from the submission when it runs, such as the person's name. Then open **More options**: set **Sender name** to your business name (otherwise the email comes from "Hiveku Workflows") and **Reply-To** to an address your team reads, so a reply reaches you. ![The Send Email settings with the Subject Thanks for your wholesale inquiry and the Body, outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-06-check-email-closeup.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=7b689872e40a0aa285eef9da2466d7b3) **3. The task: what your team does next** Click the **Create CRM Task** step and check its description and due date. **4. Save** Click **Save Workflow**. ## Test it with a real submission A test runs every step without sending anything: emails, texts and new records are only simulated, while steps that read data use your real data. **1. Pick a submission to test with** Click the trigger, then the **Input** tab. Under **Test sample**, pick a recent submission: the panel then reads "Test run uses the submission from" and their name. The test starts the workflow as if that person had just sent the form. ![The trigger's Input tab: Test run uses the submission from Priya Shah, and her submission ticked in the list, both outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-07-test-sample-closeup.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=9299b4aac6fc0c735eb16c632def8839) **2. Run the test** Click **Test Run** above the canvas. Each step shows **Done** as it finishes, and the banner reads **Test completed** with the number of steps and how long it took. ![The canvas with all four steps marked Done, the banner Test completed, 4/4 steps, 9s, and the Test Run button, outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-08-test-run.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=4dce1a87371002b1f227af0cec1400ff) **3. See what each step would have done** Click a step, then its **Output** tab. For the email, the last group of fields shows the address it would have gone to, the message, the subject and the sender name. The fields of a real send stay empty, because nothing was sent. ![The Send Email step's Output tab after the test, with the address priya.shah@example.com, the message, the subject and the sender name Northwind Coffee Roasters outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-09-test-output-closeup.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=20beb5e8a028617f306ce81c078fd3b3) If a step shows a warning, open it, fix the setting it names, save, and test again. ## Switch it on When the test looks right, click the switch at the top right so it reads **Enabled**. From then on, every new submission of the chosen forms gets the email, and your team gets the task. Click **Runs** next to the switch to see each run and what every step did. ![The workflow header with the on/off switch and the Runs button, outlined](https://mintcdn.com/locusdigital/kZjwrrHr0vma-xGi/images/how-tos/site-builder/wf-10-switch-and-runs-closeup.webp?fit=max\&auto=format\&n=kZjwrrHr0vma-xGi\&q=85\&s=53785eb17f1bd79c23f4ae86a78f97ff) ## Good to know * **A test never sends.** Test Run simulates every step that sends or saves, so you can test as often as you like. * **Change it any time.** Ask the assistant ("also send our team a text") or click a step and edit it. Save, test again, and the change is live for the next submission. * **Spam is left out.** Submissions filed as spam do not start the workflow. * **More about workflows:** [Workflows](/how-tos/workflows), and for the leads themselves, [Follow Up a Lead from Your Website](/how-tos/site-builder/follow-up-a-lead). 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