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Create a draft Motion from a template, configure its action, and run a controlled signal test.

Last updated: July 12, 2026

This guide takes you from an empty Lookout workspace to a draft Motion that is ready for a controlled test. Start with a draft, confirm the action and approval behavior, and activate it only after review.

Before you start

Prepare the following:
  • A Sanka account with access to the target workspace.
  • Permission to create workflows and developer tokens in that workspace.
  • A clear test case, such as funding-trigger outreach for one test company.
  • A signal source. You can connect Clay later; it is not required to explore templates and prepare a draft.

Open Lookout

  1. Open Lookout and sign in with your Sanka account.
  2. Select the workspace you want to use.
  3. Open Motions from the sidebar.
Lookout prepares the managed workspace data plane automatically. If Health still shows an error after reloading, confirm your workspace access and contact Sanka support before activating a Motion.

Create a Motion from a template

  1. Filter or search the Motion templates.
  2. Choose a template that matches the signal you want to test.
  3. Click Build this Motion.
  4. Select the newly created Motion under Open my motions.
The Motion opens as a draft. Creating the same template again returns the existing Motion instead of creating another active copy.

Review the flow

The editor shows the signal, conditions, and action as connected nodes.
  1. Confirm that the signal type matches your source.
  2. Review the condition node and the target audience.
  3. Select the action node and set the Sanka workflow action that should run.
  4. Click Save graph.
Keep the Motion in Draft while testing the setup. Choose Active only when the action, permissions, approvals, and target data are ready. Use Paused when you want to stop new runs without deleting the Motion.

Send a controlled test

Connect a signal source and send one test event with a unique test company or contact. For Clay, follow Connect Clay to Lookout. After sending the signal:
  1. Open Runs, approvals & outcomes.
  2. Confirm the Motion name and signal type.
  3. Review the run status, approval status, outcome, or error.
  4. Check the related Sanka workflow before sending more rows.

Fix common issues

  • The template does not create a new Motion: the same template may already exist under Open my motions.
  • The Motion cannot be activated: configure at least one workflow action and save the graph first.
  • The signal is ignored: confirm that its signal type matches the Motion and that all conditions pass.
  • The run fails: open the related Sanka workflow and confirm permissions, required fields, and action configuration.
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