The canvas
The canvas is where you build a workflow. Each step is a tile showing the app’s logo, with its action and app name underneath. Lines between tiles are connections: they show which step runs next.
- Back, name and status
- Undo and redo
- Arrange and direction
- Sticky note and frame
- Connect
- Add step
- History
- Run once
- More (⋯)
- A tile (a step)
- Status bar
The header
Section titled “The header”| # | Button | What it does |
|---|---|---|
| 1 | ← Workflows · name · status | Back to your agents. The pill shows Draft, Live or Paused (change it from ⋯). |
| 2 | Undo / Redo | Step back or forward through canvas changes. |
| 3 | Arrange workflow / Direction | Tidy all tiles into neat rows. LR / TB switches between left-to-right and top-to-bottom layout. |
| 4 | Add sticky note / Frame a branch | Notes for your team, and labelled boxes around groups of steps. See Notes and frames. |
| 5 | Connect | Join two existing steps with a new connection. |
| 6 | Add step | Open the app picker and place a new step. |
| 7 | History | Every run of this workflow. See Run history. |
| 8 | Run once | Start the workflow by hand. Only available when the first step is an action, not a trigger. |
| 9 | ⋯ More | Workflow status, Schedules & delays, Export workflow (as JSON) and Editor help & shortcuts. |
Tiles and their badges
Section titled “Tiles and their badges”Hover a tile to see a summary card: the action, the app, whether it starts the workflow, and its setup state (account connected, fields saved, test passed).
Small badges on a tile’s corners tell you its state at a glance:
| Badge | Meaning |
|---|---|
| Lightning bolt (blue, top-left) | This step starts the workflow (a trigger). |
| Plug (amber, top-right) | The step still needs an account connected. |
| Pencil (top-right) | The step is Draft: fields or a test are still to do. |
| Warning triangle | Something needs attention; hover the tile for details. |
| Tick, cross or clock (bottom-right) | The last run’s result for this step: succeeded, failed or waiting. |
Adding steps
Section titled “Adding steps”There are three ways to add a step:
- + on a tile (Add next step) adds a step right after it, already connected.
- + on a connection (hover the line) inserts a step between two steps. Any conditions on that line stay before the new step.
- Add step in the header places a free step. Join it with Connect, or by dragging from one tile’s right-hand dot to another tile’s left-hand dot.
Working with tiles
Section titled “Working with tiles”- Click a tile to open its panel with the Setup, Configure and Test tabs. The panel’s expand button makes it wider.
- Drag a tile to move it. Drag the empty canvas to pan. Pinch, or use the zoom buttons, to zoom.
- Shift + drag draws a box to select several tiles. ⌘ or Ctrl + click adds to the selection.
- In a step’s panel, turn on Node actions for Copy, Cut, Duplicate, Duplicate branch, Paste and Delete.
- Double-click a connection to edit its conditions. See Conditions and paths.
The status bar
Section titled “The status bar”Along the bottom: the number of steps and connections, how many items are to review, the last run and its result (click it to show that run on the canvas), whether everything is saved (All changes saved), and the zoom controls: zoom out, the zoom level, zoom in, Fit workflow to screen and Show minimap.