WorkflowsBuild
The Editor
Learn how to use the visual workflow editor
The workflow editor is where you design automations visually. Drag, drop, and connect pieces to build your workflow.
Editor Layout
The editor has three panels:
| Panel | Purpose |
|---|---|
| Node Library (left) | All available triggers, actions, and conditions |
| Canvas (center) | Your visual workspace |
| Properties (right) | Settings for the selected node |
Working on the Canvas
Adding Nodes
- Find a node in the library (use search to filter)
- Drag it onto the canvas
- It appears as a new step in your workflow
Connecting Nodes
- Hover over a node to see connection handles (dots)
- Drag from an output handle to an input handle
- Release to create the connection
Connections show the flow of execution—what happens after what.
Selecting and Editing
- Click a node to select it and see its properties
- Drag a node to reposition it
- Delete/Backspace removes the selected node
Navigation
- Pan: Click and drag on empty space
- Zoom: Scroll wheel or use the zoom controls
- Fit View: Double-click empty space to center the workflow
Configuring Nodes
When you select a node, the properties panel shows its settings:
- Name How you reference this step in variables
- Required fields Highlighted, must be filled
- Optional fields Additional configuration
Name Your Steps
Give steps descriptive names like extract_invoice instead of the default action_1. This makes variables much easier to read.
Saving and Versioning
- Auto-save: Changes save automatically as you work
- Versions: Each significant change creates a version
- History: View and restore previous versions from the workflow menu