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AutomationWorkflows (Flows)Visual builder basics

Visual builder basics

The visual builder is the screen opened by New Flow or a flow’s View details action. Use it to drag nodes onto a canvas, connect them into a workflow, configure each node, validate the flow, save it, and run tests.

What you can do here

  • Return to the Flows list with the back button.
  • Build on the React Flow canvas with zoom, pan, fit view, and interactivity controls.
  • Drag nodes from the left palette onto the canvas.
  • Select a node and configure it in the right panel.
  • Open the AI workflow assistant.
  • Save the workflow with a name and optional description.
  • Run the workflow after it has enough valid structure.
New Workflow builder with the node palette, blank canvas, top actions, canvas controls, and AI chat button

Builder areas

AreaWhat it does
Top barShows workflow title, status, back button, cancel, save, and run controls.
Node paletteLists available nodes grouped by category. Drag a node from here to the canvas.
CanvasThe workspace where nodes are placed and connected.
Canvas controlsZoom in, zoom out, fit view, and toggle interactivity.
Config panelOpens after you select a node and shows editable node settings.
AI assistantOpens from the bottom-right chat button and can propose changes from natural language.
Save dialogCaptures workflow name and optional description for a new workflow.

Node palette categories

CategoryNodes shown in the current builder
TriggerManual Start, Schedule Trigger, Webhook Trigger, App Trigger, End
Control FlowConditional, Fork, Join
AI ModelsAgent, Image Generation, Embedding Model, Audio (TTS)
Published AgentsPublished workspace agents that can be reused as workflow nodes
ActionsHTTP Request, Prompt, JavaScript, Python, Tool, App Action
Data ProcessingStructured Output, Web Scrape, Retrieval
Builder node palette scrolled to Actions and Data Processing nodes

How to add and configure a node

  1. Drag a node from the left palette onto the canvas.
  2. Click the node on the canvas.
  3. Edit the fields in the config panel.
  4. Connect the node to the rest of the workflow.
  5. Repeat until the workflow has a trigger, useful work nodes, and an end point.
Builder canvas after adding a Manual Start node
Selected Manual Start node with the right-side config panel and validation message

Validation

The builder warns when a workflow is structurally incomplete. For example, a single Manual Start node shows a validation issue because the workflow does not have a defined end point.

Validation areaWhat to check
Workflow ValidationMissing end points, incomplete wiring, or other issues that prevent a clean run.
Auto-fix IssuesOffers a shortcut when the builder can repair a detected issue.
Save stateNew workflows need a name before they can be kept.

How to save a new workflow

  1. Click Save in the top bar.
  2. Review any validation messages.
  3. Enter Workflow Name.
  4. Optionally add a description.
  5. Click Save & Continue.
Save Workflow dialog with Workflow Name, optional Description, Cancel, Save and Continue, and Close controls
FieldRequiredAccepted valuesWhat it controls
Workflow NameYesPlain textNames the workflow in the Flows list and builder title.
DescriptionNoPlain textAdds context for users scanning the Flows list.

AI workflow assistant

  1. Click the chat button in the bottom-right corner.
  2. Describe the workflow change you want.
  3. Press Cmd/Ctrl + Enter or use the send button when enabled.
  4. Review the generated changes before saving.
AI Workflow Assistant panel with a prompt box for describing workflow changes