Workflows

Create visual workflows to organize complex processes. Use a drag-and-drop canvas to design step-by-step procedures with interconnected nodes, and build reusable sub-workflows for common patterns.

Overview

Workflows provide a visual way to document and organize multi-step processes. Each workflow consists of nodes connected by edges, representing the flow of steps in a process.

Key features include:

• Visual canvas — Drag-and-drop interface for designing workflows
• Multiple node types — Start, End, Action, Conditional, and Workflow nodes
• Sub-workflows — Reference other workflows as reusable building blocks
• Dependency tracking — See which workflows depend on others

Creating a Workflow

To create a new workflow:

1. Navigate to your workspace
2. Click the Workflows tab
3. Click New Workflow
4. Enter a name and optional description
5. Click Create to open the visual editor

Node Types

Workflows support five types of nodes:

Start Node

The entry point of your workflow. Every workflow should have exactly one Start node. It has no incoming connections and one or more outgoing connections.

End Node

Marks the completion of a workflow path. End nodes have incoming connections but no outgoing connections. A workflow can have multiple End nodes for different outcomes.

Action Node

Represents a step or action in your process. Action nodes can have both incoming and outgoing connections. Use the title and description to document what happens at this step.

Conditional Node

Represents a decision point with multiple possible paths. Use conditional nodes when the workflow branches based on conditions. Each outgoing edge can be labeled to indicate the condition.

Workflow Node

References another workflow as a sub-workflow. This allows you to create reusable workflow patterns. When you select this type, you'll choose which workflow to reference from a dropdown list. See Workflow Restrictions for connection rules.

Using the Canvas

The workflow canvas provides an interactive editing experience:

Adding Nodes

1. Click the + button in the toolbar
2. Select the node type from the dropdown
3. The node appears on the canvas
4. Drag it to position it where you want

Connecting Nodes

1. Hover over a node to see connection handles
2. Click and drag from a source handle (bottom of node)
3. Drop on a target handle (top of another node)
4. The connection is created

Editing Nodes

1. Click on a node to select it
2. The node panel opens on the side
3. Edit the title, description, or other properties
4. Changes are saved when you click Save

Deleting Nodes

1. Select the node you want to delete
2. Press Delete or Backspace
3. Connected edges are automatically removed

Canvas Navigation

• Pan — Click and drag on empty canvas space
• Zoom — Use scroll wheel or pinch gesture
• Fit view — Click the fit button to see all nodes
• Minimap — Use the minimap for quick navigation in large workflows

Saving Changes

Workflow changes are saved locally as you edit. To persist your changes:

1. Make your edits on the canvas
2. Click the Save button in the toolbar
3. All node positions, connections, and properties are saved

Workflow Restrictions

Workflows have certain restrictions to ensure consistency and prevent breaking dependencies:

Deletion Protection

Workflows that are referenced by other workflows cannot be deleted. If you attempt to delete a workflow that is used as a sub-workflow elsewhere, you'll see an error message. You must first remove all references to the workflow before it can be deleted.

Workflow Node Connections

Workflow nodes (sub-workflows) do not have outgoing connections. They behave similarly to End nodes in this regard. This is because a sub-workflow represents a complete process that executes independently.

Viewing Dependents

To see which workflows depend on a specific workflow:

1. Open the workflow card menu (three dots)
2. Click Dependents
3. A dialog shows all workflows that use this workflow as a sub-workflow
4. Click on any dependent to navigate to it

Enabling & Disabling Workflows

Workflows can be enabled or disabled:

1. Open the workflow card menu (three dots)
2. Click Enable or Disable
3. Disabled workflows appear dimmed in the list

Disabling a workflow is useful when you want to temporarily hide it without deleting it.

Exporting Workflows

Workflows can be exported as JSON files for backup or sharing:

1. Open the workflow card menu (three dots)
2. Click Download as JSON
3. The workflow with all nodes and edges will be exported as a structured JSON file

Importing Workflows

Import workflows from JSON files:

1. Click the Import button next to "New Workflow"
2. Drag and drop a JSON file or click to browse
3. The system validates the JSON structure
4. Preview shows workflow name, description, and node count
5. Click Import Workflow to create it

Note: If a workflow with the same name exists, it will be auto-renamed (e.g., "My Workflow" → "My Workflow (2)").

Community Workflows

Don't want to start from scratch? Browse ready-to-use workflows created by the community:

Contributing Your Workflows

Have workflows that work well for your team? Share them with the community:

1. Export your workflow as JSON
2. Fork the community repository
3. Add your workflow to workflows/examples/
4. Submit a pull request

See the Contributing Guide for detailed instructions.

Pricing

Workflows are charged based on the number of items (nodes and edges) when retrieved via the workflow tool.

Examples:

• 5 items → 0.25 credits (minimum)
• 10 items → 0.25 credits (minimum)
• 20 items → 0.50 credits
• 50 items → 1.25 credits

See Billing & Credits for more details on credit management and purchasing.

Workspace Limits

Each workspace can have up to 50 workflows. If you reach this limit, you'll need to delete unused workflows before creating new ones.