Building a workflow

Step-by-step

1. 1
   Open the Workflow builder

   From the dashboard sidebar, click Workflows, then New workflow. You'll land on a blank canvas.

   Workflow builder entry pointScreenshot placeholder — to be added after testing
2. 2
   Add a trigger

   Every workflow starts with a trigger node. Available trigger types:

   • Schedule — runs on a cron schedule (e.g. every day at 9 am)
   • Webhook — runs when an HTTP POST arrives at a generated URL
   • Manual — runs only when you click Run

   Trigger node optionsScreenshot placeholder — to be added after testing
3. 3
   Add steps

   Click + on the canvas or drag from the left node palette to add steps. Step types include AI steps (prompt → Claude reasoning), data transforms, and action nodes (send email, post to Slack, create a record, call a webhook).

   Adding step nodesScreenshot placeholder — to be added after testing
4. 4
   Connect the nodes

   Drag from the output handle of one node to the input handle of the next to define execution order. Nodes execute left-to-right, top-to-bottom.

   Connecting nodesScreenshot placeholder — to be added after testing
5. 5
   Save the workflow

   Click Save in the top bar. The workflow is saved in draft state — it won't run automatically until you enable it.