Workflow Builder Guide

The Workflow Builder is where you create and edit your automations using a visual drag-and-drop interface.

Workflow Builder Interface - Full screen view with labels

Interface Overview

The builder has three main areas:

1. Node Library (Left Sidebar)

This is your toolbox containing all available nodes:

• Triggers - Ways to start workflows
• Actions - Things your workflow can do
• Logic - Decision-making tools

Node Library - Show the sidebar with node categories

2. Canvas (Center)

The main workspace where you build your workflow by dragging and connecting nodes.

Features:

• Zoom in/out
• Pan around
• Grid snapping
• Auto-layout

💡 Navigation Tips:
- Scroll wheel to zoom - Click and drag background to pan - Double-click a node to edit it

3. Properties Panel (Right)

When you click a node, this panel shows its configuration options.

Properties Panel - Show node configuration interface

Adding Nodes

1

Find the Node

Browse the left sidebar or use the search box to find the node you need.

2

Drag to Canvas

Click and hold the node, then drag it onto the canvas and release.

3

Position It

Place the node where you want it in your workflow flow.

Configuring Nodes

Click any node to open its configuration panel:

1. Name: Give it a descriptive name
2. Settings: Fill in required fields
3. Advanced: Optional settings (if available)

Node Configuration - Show filled configuration form

Connecting Nodes

To create your workflow flow:

1. Find the Output Handle - Small circle on right side of node
2. Click and Drag - Draw a line to the next node
3. Connect to Input - Release on the target node’s input handle

Node A

Output handle →

→

Node B

← Input handle

Toolbar Actions

Top toolbar buttons:

• Save - Save your workflow
• Run - Test the workflow
• Activate/Deactivate - Toggle automatic execution
• Settings - Workflow settings
• Delete - Remove workflow

Keyboard Shortcuts

Speed up your workflow building:

Shortcut	Action
Delete	Delete selected node
Ctrl + Z	Undo
Ctrl + Y	Redo
Ctrl + S	Save
+ / -	Zoom in/out
Space + Drag	Pan canvas

Visual Indicators

Understand node states at a glance:

• Green Border - Node is configured correctly
• Red Border - Configuration error
• Blue Highlight - Node is selected
• Gray - Node is disabled

Best Practices

✅ Tips for Clean Workflows:
- Arrange nodes left to right (trigger → actions) - Use vertical spacing for parallel actions - Group related nodes together - Name nodes descriptively - Keep workflows simple and focused

Common Actions

Duplicate a Node

1. Right-click the node
2. Select “Duplicate”
3. Position the copy

Delete a Connection

1. Click the connection line
2. Press Delete key

Move Multiple Nodes

1. Click and drag to select area
2. Move selected nodes together

Next Steps

• Connecting Nodes - Learn connection techniques
• Testing Workflows - Test before going live
• Managing Workflows - Organization tips