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Workflows in Chevre are sequences of steps that execute automatically when a triggering event occurs. Each workflow starts with a single trigger — something that happens in your workspace, like a project being created — and then carries out one or more actions in response. In this guide, you’ll build a workflow that fires whenever a new project is created and immediately sends a Slack notification to your team channel.
Before you start, make sure you have the following in place:
  • An active Chevre account
  • At least one workspace already created
  • The Slack integration connected to your workspace (see Connecting Integrations if you haven’t done this yet)

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Create your workflow

1

Open your project

In the left sidebar, click the project you want to add the workflow to. Once inside the project, navigate to the Workflows tab and click + New Workflow in the top-right corner.
2

Name your workflow

In the dialog that appears, type New Project Alert as the workflow name. A clear, descriptive name makes it easier to identify this workflow later in your run history and automation logs. Click Continue to proceed.
3

Configure the trigger

On the workflow canvas, click the Trigger block to open the trigger configuration panel. From the trigger list, select Project Created. This tells Chevre to start this workflow every time a new project is created in your workspace. No additional trigger settings are required for this event type.
4

Add an action

Below the trigger block, click + Add Step. From the action library, select Send Slack Message. Configure the action with the following settings:
  • Channel — choose the Slack channel where notifications should be posted (for example, #general or #projects)
  • Message — enter the message text you want to send. Use template variables to make it dynamic:
Chevre replaces each {{variable}} with real data at the time the workflow runs.
5

Save and enable

Click Save in the top-right corner to save your workflow. By default, new workflows are created in a disabled state. Toggle the Enabled switch at the top of the canvas to activate it. The toggle turns green when the workflow is live.
6

Test it

Trigger the workflow by creating a new project in your workspace — go to the Projects page and click + New Project, fill in the details, and save. Within a few seconds, you should see the Slack notification appear in your chosen channel.To confirm the run succeeded, return to your workflow and click the Run History tab. You’ll see a timestamped log entry for the run, along with its status, inputs, and outputs for each step.

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Workflow variable reference

Template variables let you inject live data into your workflow actions. Wrap any variable name in double curly braces to use it in a message, subject line, or any text field.
To create a similar workflow without starting from scratch, right-click any workflow in the Workflows tab and select Clone Workflow from the context menu. The clone opens as a new draft that you can rename and modify independently.

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Creating projects via the API

If you prefer to work programmatically, you can create a project — and trigger the same Project Created workflow — using the Chevre REST API. First retrieve the workspace ID you want the project to live in, then post the new project. List your workspaces
Create a project in a workspace
A successful request returns a 201 Created response with the new project object. Any workflow with a Project Created trigger in that workspace fires automatically — exactly as it would when a project is created through the UI.
Replace YOUR_API_TOKEN with a token generated in Settings → API Tokens. Keep tokens secure and rotate them regularly.

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Next steps

Now that your first workflow is running, explore what else Chevre can automate for you.

Creating Automations

Build event-based rules and scheduled tasks to automate repetitive work across your workspace.

Connecting Integrations

Connect Slack, GitHub, Google Workspace, and more to extend what your workflows can do.