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This guide walks you through everything you need to go from a brand-new Chevre account to a live, running workflow. By the end, you’ll have a workspace set up, a project created, and a workflow that you’ve triggered and verified in the run log.
1

Create Your Account

Navigate to app.chevre.io/signup and create your account. You can sign up with:
  • Email and password — enter your work email and choose a strong password
  • Google OAuth — click Continue with Google and authorize access
  • SSO — click Sign in with SSO and enter your organization’s domain
After signing up with email, Chevre sends a verification link to your inbox. Open the email and click Verify my email to activate your account.
If you don’t see the verification email within a few minutes, check your spam folder or click Resend verification email on the confirmation screen.
2

Create a Workspace

After verifying your email, Chevre prompts you to create your first workspace. A workspace is the shared environment where your team’s projects and workflows live.
  1. Enter a Workspace Name (for example, Acme Operations or Product Team).
  2. Optionally, enter the email addresses of teammates you’d like to invite — you can always do this later.
  3. Click Create Workspace.
You’ll land on your new workspace dashboard, ready to build.
3

Create Your First Project

Projects organize related workflows under a single roof. To create one:
  1. From the workspace dashboard, click + New Project in the left sidebar.
  2. Enter a Project Name and an optional Description to help teammates understand its purpose.
  3. Click Create Project.
Your new project opens automatically and is ready to hold workflows.
4

Add Your First Workflow

Inside your project, add a workflow to define what Chevre should do and when.
  1. Click + New Workflow in the project view.
  2. Give your workflow a name, such as Daily Standup Reminder or New Lead Notification.
  3. Under Trigger, choose how the workflow starts. For this quickstart, select Manual — this lets you trigger the workflow on demand without any additional configuration.
  4. Add an action step. Click + Add Step, choose Send Notification, and enter a message body.
  5. Click Save Workflow.
Chevre supports scheduled triggers (cron), webhook triggers, and event-based triggers in addition to manual. Explore them after you’ve completed this quickstart.
5

Run and Verify

Trigger your workflow manually and confirm it runs successfully.
  1. From your workflow’s detail page, click Run Now in the top-right corner.
  2. Chevre executes the workflow immediately and opens the Run Log panel.
  3. Check that the run status shows Success and review the step-by-step output to confirm each action completed as expected.
If a step shows Failed, click it to expand the error details. The log includes the exact error message and the input data that was passed to the step, so you can diagnose and fix issues quickly.
Now that your first workflow is running, explore Automations to connect Chevre with your existing tools — from Slack and GitHub to Salesforce and custom webhooks. Check out the Automations Guide to get started.

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What’s Next

Core Concepts

Deepen your understanding of workspaces, projects, workflows, and triggers before you build more complex automations.

Automations Guide

Connect Chevre to your other tools and build multi-step automated workflows that run without manual intervention.