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

# Get started: Build workflows

> As a builder, you'll be creating and managing workflows and integrations.

Let's get you started, nice and easy.

## Product overview

Start by getting to know the app. This tour gives you an overview of what you can find in each of the navigation items.

<iframe width="560" height="315" src="https://demo.arcade.software/GmzAdculEUBlygZPo7QL?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Tutorial" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen aria-describedby="Online tutorial" />

## Prepare to build

The best way to start with Next Matter is to build a workflow and see how it works in practice. Then you can move on to adding team members and trying out more complex integrations.

Watch this tour to learn how to:

* Add users
* Start integrating other tools
* Generate your key for any custom integration you might need
* Start building workflows

<iframe width="560" height="315" src="https://demo.arcade.software/4eoiVSsyNHEp6ycJBBeb?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Tutorial" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen aria-describedby="Online tutorial" />

## Advanced configuration

When you feel confident building a basic workflow and adding users, it's a good idea to explore other features to help you become a Next Matter expert.

<AccordionGroup>
  <Accordion title="Configure Slack to get notifications">
    When a task is assigned, users get notified about it in their Next Matter inbox and by email.

    <Frame>
      <img src="https://mintcdn.com/nextmatter/bsmXZ466WcpOtxYo/images/docs/6655b0a-Screenshot_2024-02-23_at_12.44.51.png?fit=max&auto=format&n=bsmXZ466WcpOtxYo&q=85&s=c38a35d1fa63edb5385373d31a89476a" alt="Image showing email notifiction" width="2940" height="1504" data-path="images/docs/6655b0a-Screenshot_2024-02-23_at_12.44.51.png" />
    </Frame>

    However, you can also notify them by Slack.

    <Frame>
      <img width="350" alt="Image showing Slack notifications" src="https://mintcdn.com/nextmatter/I7XEPsBmVpUZVtva/images/docs/3b9d992-Screenshot_2024-02-23_at_12.45.32.png?fit=max&auto=format&n=I7XEPsBmVpUZVtva&q=85&s=dbc7ec9d2bdb10ff2757f7aafa9a36fd" data-path="images/docs/3b9d992-Screenshot_2024-02-23_at_12.45.32.png" />
    </Frame>

    1. Start by connecting Slack in Next Matter. You can do it in **Automations library**.
    2. Click the avatar in the bottom-left corner and open **User profile**.
    3. In **Notifications**, select **Slack**.

    Note that as an admin, you connect Slack, but each Next Matter user can decide on their own how they want to be notified.
  </Accordion>

  <Accordion title="Use AI to build">
    If you're looking for ideas on how to break your workflow into steps, our AI can help you out. Click **Create new workflow with AI** and describe your workflow in a few words. We'll give you some ideas of what your steps might be.

    <Frame>
      <img src="https://mintcdn.com/nextmatter/I7XEPsBmVpUZVtva/images/docs/3c7425e-AI.png?fit=max&auto=format&n=I7XEPsBmVpUZVtva&q=85&s=67b5e439b1b533b6058595d61e31267a" alt="Image showing the option to create workflows with AI" width="2940" height="1598" data-path="images/docs/3c7425e-AI.png" />
    </Frame>
  </Accordion>

  <Accordion title="Use Visual builder to see all the dependencies of your workflow">
    When you start building your workflow, click **Show visual** in the top bar. Visual builder allows for drafting workflows in collaboration with Subject Matter Experts, where you can drag and drop steps together.

    <Frame>
      <img src="https://mintcdn.com/nextmatter/I7XEPsBmVpUZVtva/images/docs/46efffd-visual.png?fit=max&auto=format&n=I7XEPsBmVpUZVtva&q=85&s=26ff7752c93212bc843cffe9f0dae68c" alt="Image showing visual builder" width="2892" height="1440" data-path="images/docs/46efffd-visual.png" />
    </Frame>
  </Accordion>

  <Accordion title="Connect a 3rd party tool using REST API">
    In the case of tools such as Asana, you'll need to connect them using REST API.

    <Info>
      To do that, you'll need the 3rd party app's API key. If you're not an admin, you can ask your IT department to generate those for you.
    </Info>

    To use such an integration when building a workflow, you'll need a **Integrations > Custom integration** step.

    You'll need to provide:

    * the 3rd party key in **3** (as in the screenshot)
    * REST API endpoint URL in **1** (screenshot)
    * JSON request body in **4** (screenshot)
    * any additional headers in **2** (screenshot)

    <Frame>
      <img src="https://mintcdn.com/nextmatter/I7XEPsBmVpUZVtva/images/docs/4b034d0-meth.png?fit=max&auto=format&n=I7XEPsBmVpUZVtva&q=85&s=71f897ee53a287cffd246b8a95b1ed44" alt="Image showing custom integration setup" width="1828" height="1662" data-path="images/docs/4b034d0-meth.png" />
    </Frame>

    You will find the 3rd party calls in their developer documentation.
  </Accordion>

  <Accordion title="Use Next Matter API">
    Actions such as completing a step can be easily achieved with Next Matter own REST API. You can find all the details [here](/reference/intro/getting-started).

    You'll need to authenticate with the Next Matter API key, which you can generate in [**Company > Next Matter API keys**](https://app.nextmatter.com/app/workspace/nm-api-keys).
  </Accordion>
</AccordionGroup>

## Key features to explore as next steps

* **Data references**: When building workflows, you can re-use data from the workflow (metadata, user-entered data, and data obtained from integrations). Learn how to [use data references](/docs/use-data-references) and [variables](/docs/pull-variables-into-a-process)
* **Changelog**: You can build workflows, test draft versions, and revert changes. Learn more about [version control](/docs/workflow-versions)
* **Branching**: Base steps on conditions to account for multiple workflow paths. Learn more [about conditions](/docs/set-conditions-to-a-step)
* **Multiple ways to start a workflow**: Start workflows manually or when a trigger is received. Learn more about how to [start workflows](/docs/work-with-instances)
* **Portals**: You can share specific workflows as portals available to users. The users can start workflows from there and use this space as their quick resolution center. Learn more [about portals](/docs/share-workflows-in-portals)
