Create Workflows

What is a workflow?

A workflow is a sequence of connected steps (nodes) that run automatically when a trigger is activated. Each node performs a specific action: receive form data, make an AI decision, send an email, call an external API, process a payment, and many more. Nodes are connected to each other through edges that define the data flow.

Create a new workflow

1. Go to the Flows section in the sidebar and click "New workflow".
2. Give your workflow a descriptive name (e.g. "Expense approval").
3. The visual editor will open with an empty canvas. Drag a Trigger node from the side palette to define how the flow will start.
4. Add more nodes by dragging from the palette and connect them by clicking an output handle and dragging to an input handle.
5. Configure each node by clicking on it to open its properties panel.
6. When your flow is ready, click "Publish" to activate it.

Workflow states

A workflow can be in one of the following states:

• Draft — The workflow is under construction and does not run automatically.
• Active — The workflow is published and will run when its trigger fires.
• Inactive — The workflow is temporarily paused. It can be reactivated at any time.
• Archived — The workflow has been archived and is not visible in the main list.

AI assistant for workflows

You can use the built-in AI assistant to create workflows from a natural-language description. Simply describe what you need to automate (e.g. "When a customer fills out a contact form, send a confirmation email and notify the sales team on Slack") and the AI will generate the complete workflow with the appropriate nodes and connections. You can then fine-tune the result in the visual editor.

Next step

Explore the available node types to understand all the actions you can include in your workflows.