> ## Documentation Index
> Fetch the complete documentation index at: https://forest-chore-open-api.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up operations

> Build workspaces, workflows, and inboxes for your team's daily operations

Collections and actions are the foundation. Workspaces, workflows, and inboxes are how you turn them into a tool your team actually uses to get work done.

## Create a workspace

Workspaces are custom pages that combine data from multiple collections into a single view. They're useful for operational processes that span several tables, a KYC review, an incident response, a supplier onboarding.

<div style={{position: "relative", paddingBottom: "calc(54.6875% + 47px)", height: 0}}>
  <iframe id="gkyvev6f4k" src="https://app.guideflow.com/embed/mk60x69u6k" width="100%" height="100%" style={{overflow: "hidden", position: "absolute", border: "none"}} allow="clipboard-read; clipboard-write" allowFullScreen allowTransparency />
</div>

To create a workspace:

1. Click **+** next to Workspaces in the left sidebar
2. Use the drag-and-drop editor to add components: tables, detail views, charts, action buttons
3. Connect components together, selecting a row in one table can filter another

<Info>
  See [Workspaces](/product/build/workspaces) for layout patterns and advanced configuration.
</Info>

## Set up a workflow

Workflows automate multi-step processes that require human approval or sequential actions, for example, a refund request that goes through a manager approval before being executed.

To create a workflow:

1. Go to **Workflows** in the left sidebar
2. Click **New workflow**
3. Define the manual trigger
4. Add steps: actions, approvals, notifications

<Note>
  Scheduled and event-based triggers are on the roadmap, workflows are currently triggered manually.
</Note>

<Info>
  See [Workflows](/product/process/workflows/overview) for the full reference.
</Info>

## Set up an inbox

Inboxes let your team manage tasks and review queues, records that need attention, approvals waiting, issues to resolve. They bring a task-management layer on top of your data.

To create an inbox:

1. Go to **Inbox** in the left sidebar
2. Click **Configure**
3. Select the collection and filters that define what appears in the inbox
4. Assign it to a team

<Info>
  See [Inbox](/product/manage/inbox) for configuration options.
</Info>

## What's next

Your operators have everything they need. The same data and actions can now be exposed to AI agents, under the same permissions and audit trail.

<Card title="Next: Expose to AI agents →" icon="arrow-right" href="/get-started/expose-to-ai-agents">
  Turn on the MCP server and connect Claude
</Card>