Workflows

What is a Workflow?

A workflow is a series of connected steps (nodes) that run automatically when triggered. Each workflow has:

• A trigger that starts it (e.g., a schedule, a webhook, or a manual button)
• One or more action nodes that perform tasks
• Connections (edges) that define the order of execution

Creating a Workflow

1. Click New Workflow from the dashboard
2. Give your workflow a name
3. Add a trigger node (what starts the workflow)
4. Add action nodes (what the workflow does)
5. Connect the nodes by dragging edges between them
6. Test with the Run button
7. Activate to run automatically

Managing Workflows

• Activate/Deactivate: Toggle workflows on or off without deleting them
• Duplicate: Copy a workflow as a starting point for a new one
• Version History: Track changes to your workflow over time
• Delete: Remove workflows you no longer need