What is a Workflow?
A workflow is an automated sequence of actions that executes when triggered. Workflows are built visually by connecting nodes together in the drag and drop editor.Workflow Structure
Every workflow consists of:- Trigger — The starting point that initiates execution. Each workflow has exactly one trigger.
- Nodes — Individual actions or operations (AI generation, sending emails, data lookups, etc.)
- Connections — Links between nodes that define the execution order
- Context — Shared data passed between nodes via template variables
The Visual Editor
The editor is a canvas where you build workflows by placing and connecting nodes. Key interactions:- Add nodes — Click the + button on any node or drag from the sidebar
- Connect nodes — Drag from an output handle to an input handle
- Configure nodes — Click or double click a node to open its settings panel on the right
- Move nodes — Drag nodes to rearrange the layout
- Delete nodes — Select a node and press Delete, or use the context menu
Execution Flow
When a workflow runs:- The trigger node activates
- Each connected node executes in sequence
- Output from each node is added to the workflow context
- Subsequent nodes can access previous outputs via variables
- Branching nodes (Condition, Router) can split execution into parallel paths
Workflow States
Execution History
Each workflow run is logged with the status of every node. Click on a completed execution to see what each node produced. Execution history retention depends on your plan:- Free: 1 day
- Basic: 30 days
- Business / Enterprise: 90 days
Using the Copilot
The Copilot can build and modify workflows using natural language. Open it from the sidebar sparkles icon.Best Practices
- Keep workflows focused — Each workflow should do one thing well
- Use descriptive names — Name nodes clearly so variables are easy to understand
- Test incrementally — Run and verify after adding each node
- Use environment variables — Store secrets in environment variables instead of hardcoding them