Workflow Builder

The Workflow Builder is where you create and edit your workflows using a visual drag-and-drop interface. No coding required - just add nodes, connect them, and configure their settings.

Opening the Builder

You can access the Builder in several ways:

• Click "Create Workflow" from the dashboard
• Click "Edit in Builder" from an existing workflow's details page
• Select "Builder" from the main navigation menu

Builder Interface

The Builder interface has several key components:

Canvas (Main Area)

The main workspace where you build your workflow. This is where you'll see all your nodes and connections. You can:

• Zoom in/out using your mouse wheel or trackpad
• Pan around by clicking and dragging on empty space
• Select and drag nodes to reposition them

Toolbar (Top Center)

A floating toolbar with all your workflow controls, organized into three sections:

Left Section:

• Home: Return to the dashboard
• Workflow Name: Edit your workflow's name (shown when workflow is saved)
• New: Create a new workflow

Center Section:

• Add Node: Open the nodes panel to add nodes
• Run: Execute your workflow
• Stop: Stop a running workflow (appears during execution)
• Save: Save your workflow
• Auto Layout: Automatically organize your nodes

Right Section:

• History: View past workflow runs
• Reset: Clear execution status from nodes

Nodes Panel (Opens from Left)

Click "Add Node" in the toolbar to open this panel. It contains:

• Search Bar: Quickly find nodes by name or description
• Two Tabs:
  • Standard Nodes: Core functionality (input, AI, text processing, control flow, output)
  • 3rd Party: External service integrations (Gmail, etc.)
• Collapsible Categories: Expand or collapse categories to find what you need
• Nodes are organized by function and ready to drag onto your canvas

Configuration Panel (Opens from Right)

Click any node on the canvas to open this panel. It shows:

• Node Icon and Title: Editable node name
• Node Settings: Configure inputs, outputs, and node-specific options
• Incoming Connections: See which nodes feed data into this one
• Delete Button: Remove the node from your workflow

Run History Panel (Opens from Right)

Click the "History" button in the toolbar to open this panel. It displays:

• List of past workflow executions
• Execution status (success, failed, running)
• Timestamps for each run
• Quick access to execution details

Creating a Workflow

1. Adding Nodes

To add a node to your workflow:

1. Click the "Add Node" button in the toolbar
2. The Nodes Panel will slide in from the left
3. Browse or search for the node you want:
   • Use the search bar to filter by name or description
   • Switch between "Standard Nodes" and "3rd Party" tabs
   • Expand/collapse categories using the arrow icons
4. Drag the node from the panel onto the canvas
5. Drop it where you want it positioned

Tips:

• The panel stays open so you can add multiple nodes quickly
• Click the X icon or click outside to close the panel
• Nodes appear at the exact spot where you drop them

2. Connecting Nodes

Nodes are connected to define how data flows through your workflow:

1. Hover over a node to see its connection handles (small circles)
2. Click and drag from an output handle (right side of node)
3. Drop the connection onto an input handle (left side of another node)

Tips:

• Connections show the flow of data from one node to the next
• A node will only run after all its input nodes have completed
• You can connect one output to multiple inputs (branching)
• You cannot create circular connections (this prevents infinite loops)

3. Configuring Nodes

After adding a node, configure it:

1. Click on the node to select it
2. The Configuration Panel will slide in from the right
3. Configure the node settings:
   • Edit the title: Click on the node name to rename it
   • Set inputs: Fill in text fields, upload files, or reference other nodes
   • Configure options: Each node type has specific settings
   • View connections: See which nodes are connected to this one

Referencing Other Nodes: When a node is connected to other nodes, you can reference their outputs in your configuration. The panel shows "Incoming Connections" - these are the nodes whose outputs you can use as inputs.

Tips:

• The panel stays open while you edit, so you can adjust multiple settings
• Click outside the panel or press the X to close it
• Click the delete button (trash icon) to remove the node from your workflow

4. Organizing Your Workflow

Keep your workflow organized with these features:

Auto Layout

• Click the "Auto Layout" button in the toolbar
• All nodes will automatically arrange into a clean, readable layout
• The canvas will fit to view all nodes
• Great when your workflow becomes complex or messy

Manual Positioning

• Click and drag nodes anywhere on the canvas
• Zoom in/out using your mouse wheel or trackpad
• Pan around the canvas by clicking and dragging on empty space
• Position nodes logically to show the flow of your workflow

5. Saving Your Workflow

Save your workflow to access it later:

First Time Saving:

1. Click the "Save" button in the toolbar
2. Enter a descriptive name for your workflow
3. Click "Save" to create the workflow
4. Your workflow name will appear in the toolbar

Updating an Existing Workflow:

• Changes are automatically saved when you run the workflow
• Click "Save" anytime to manually save changes
• Edit the workflow name directly in the toolbar by clicking on it

Creating a New Workflow:

• Click the "New" button in the toolbar
• If you have unsaved changes, you'll be prompted to confirm

Running Your Workflow

When you're ready to test your workflow:

1. Click the "Run" button in the toolbar
2. Your workflow is validated automatically:
   • Nodes are checked for missing required inputs
   • Connections are verified
   • If there are errors, you'll see an error message
3. For existing workflows: Changes are automatically saved before running
4. For new workflows: You'll be prompted to save first
5. Watch nodes execute in real-time on the canvas
6. When complete, you'll see the execution results

During Execution:

• The "Run" button shows a loading spinner
• A "Stop" button appears if you need to cancel
• Nodes highlight as they execute
• All panels close automatically to show the execution
• You can click "Stop" to cancel a running workflow

After Execution:

• Click "History" in the toolbar to view past runs
• Navigate to the execution details page to see complete results

Before Running:

• Make sure all required node inputs are filled in
• Check that all nodes are properly connected
• Verify that your workflow has at least one output node (optional but recommended)

Tips for Building Workflows

Start Simple

Begin with a basic workflow and add complexity gradually. Test often to make sure each part works before adding more.

Use Descriptive Names

Give your nodes clear, descriptive names so you can easily understand what each one does when you come back to the workflow later.

Test Incrementally

Run your workflow frequently as you build it. This helps you catch issues early rather than debugging a large, complex workflow.

Use Output Nodes

Add output nodes to display important results. This makes it easy to see what your workflow produced without digging through execution details.

Save Different Versions

If you're making major changes, consider duplicating your workflow first. This gives you a backup in case you want to revert.

Common Workflows Patterns

Sequential Processing

The simplest pattern - data flows from one node to the next in a straight line:

Input → Process → Transform → Output

Parallel Processing

Multiple nodes run at the same time when they don't depend on each other:

        → Process A →
Input →               → Merge → Output
        → Process B →

Conditional Branching

Use a Router node to send data down different paths based on conditions:

        → Path A (if condition true)  → Output A
Input → Router
        → Path B (if condition false) → Output B

Viewing Run History

The Run History panel lets you quickly access past executions:

1. Click the "History" button in the toolbar
2. The Run History panel slides in from the right
3. View a list of all past workflow runs with:
   • Execution status (success, failed, running)
   • Start time for each run
   • Quick link to full execution details
4. Click on any run to view its complete details
5. Click the X to close the panel

This is helpful for:

• Comparing different runs
• Quickly accessing recent results
• Debugging failed executions

Next Steps

Once you're comfortable with the builder basics:

• Learn about Loop Mode for processing multiple items
• Understand Execution Details to analyze your results
• Explore different Node types to expand what your workflows can do