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Workflow Builder Guide

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

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Workflow Builder Interface - Full screen view with labels

Interface Overview

Section titled “Interface Overview”

The builder has three main areas:

1. Node Library (Left Sidebar)

Section titled “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
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Node Library - Show the sidebar with node categories

2. Canvas (Center)

Section titled “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)

Section titled “3. Properties Panel (Right)”

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

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Properties Panel - Show node configuration interface

Adding Nodes

Section titled “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.

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Dragging Nodes - Show the drag and drop action

Configuring Nodes

Section titled “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)
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Node Configuration - Show filled configuration form

Connecting Nodes

Section titled “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

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Connecting Nodes - Show connection being drawn

Toolbar Actions

Section titled “Toolbar Actions”

Top toolbar buttons:

  • Save - Save your workflow
  • Run - Test the workflow
  • Activate/Deactivate - Toggle automatic execution
  • Settings - Workflow settings
  • Delete - Remove workflow
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Toolbar - Highlight each button with labels

Keyboard Shortcuts

Section titled “Keyboard Shortcuts”

Speed up your workflow building:

ShortcutAction
DeleteDelete selected node
Ctrl + ZUndo
Ctrl + YRedo
Ctrl + SSave
+ / -Zoom in/out
Space + DragPan canvas

Visual Indicators

Section titled “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
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Node States - Show different node visual states

Best Practices

Section titled “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

Section titled “Common Actions”

Duplicate a Node

Section titled “Duplicate a Node”
  1. Right-click the node
  2. Select “Duplicate”
  3. Position the copy

Delete a Connection

Section titled “Delete a Connection”
  1. Click the connection line
  2. Press Delete key

Move Multiple Nodes

Section titled “Move Multiple Nodes”
  1. Click and drag to select area
  2. Move selected nodes together
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Multi-Select - Show selecting multiple nodes

Next Steps

Section titled “Next Steps”