> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cura.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Enabling and configuring a workflow

> Cura ships ready-made workflows; you just turn the ones you want on and tailor them to your business.

Cura ships ready-made workflows; you just turn the ones you want on and tailor them to your business. By the end of this guide, you'll have an appointment reminder (or any other workflow) live and sending in your customers' channels.

## Before you begin

* You'll need permission to **manage your AI agent** — usually **Admin** or **Manager** access.
* Have the details ready: the message wording you want, and any timing (e.g. "remind one day before").
* At least one **channel** connected, so the workflow has somewhere to send.

<Note>
  A workflow comes pre-built. You don't draw the steps — you choose a workflow, fill in its **configurable fields** (the parts the template leaves up to you), pick which **channels** it applies to, and switch it on with the **On / Off** toggle.
</Note>

***

<Steps>
  <Step title="Open Workflows and pick one">
    * Go to **Workflows** from the main navigation.
    * Browse the list of available workflows. Each shows its name, what it does, and whether it's currently **Active**.
    * **Click a workflow** to open its configuration page.

    <Frame>
      <img src="https://mintcdn.com/cura-2d9288ab/mTvBrm7WZR5GpnU1/images/workflows/workflows-page.png?fit=max&auto=format&n=mTvBrm7WZR5GpnU1&q=85&s=8e8caa643476c8f1bbbded1cc5cac3e2" alt="The Workflows page in Cura with active and inactive workflows" width="2880" height="1560" data-path="images/workflows/workflows-page.png" />
    </Frame>
  </Step>

  <Step title="Fill in the Configure tab">
    The **Configure** tab is where you set the details the template left open for you.

    * **Message wording:** edit the text the workflow will send so it sounds like your business.
    * **AI goal and context** (on workflows that draft with AI): tell the AI what the message should achieve and any background it needs, instead of writing fixed text.
    * **Timing:** where a workflow waits before acting, set how long (e.g. one day before the appointment).
    * Only the fields the template marks as configurable appear here — everything else is handled for you.
    * A live phone preview on the side shows how the message will look.

    <Check>The workflow now knows what to say and when.</Check>
  </Step>

  <Step title="Choose which channels it applies to">
    * Open the **Apply to** tab.
    * Select the **channels** (inboxes) this workflow should run in. Leave out any you don't want it touching.
    * See [Scoping a workflow to specific channels](/workflows/scope-to-channels) for guidance.
  </Step>

  <Step title="Save and enable">
    * Click **Save & enable** to turn the workflow on.
    * The **On / Off** toggle switches to **On**, and Cura starts watching for its trigger.
    * Prefer to keep tweaking? Click **Save draft** to keep it off, and enable it later.

    <Check>Your workflow is live and will run automatically the next time its trigger fires.</Check>
  </Step>
</Steps>

***

## How to know it's working

* Trigger the event yourself — for an appointment reminder, create a test booking on a scoped channel.
* Check the **Logs** tab to see the run appear. See [Monitoring workflow runs and analytics](/workflows/monitor-runs-and-analytics).

## Troubleshooting

* **The workflow isn't running.** Confirm the **On / Off** toggle is set to **On** and that the channel where the event happened is selected under **Apply to**.
* **You can't turn it on.** A workflow needs at least one compatible channel selected under **Apply to** before it can be activated.
* **No message was sent.** The channel may not allow messaging that customer right now (each platform has its own rules). The run will show as **Policy blocked** in the logs.
* **The message is wrong.** Reopen the **Configure** tab, edit the wording, and save again.

***

### Related articles

* [What workflows do](/workflows/what-workflows-are)
* [Choosing triggers and actions](/workflows/triggers-and-actions)
* [Scoping a workflow to specific channels](/workflows/scope-to-channels)
* [Monitoring workflow runs and analytics](/workflows/monitor-runs-and-analytics)