The workflow canvas

The Workflow tab is the visual editor: every step in your automation is a node, and edges carry data between them. The AI builder edits the same canvas, so you can switch between describing changes and making them by hand at any time.

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The top bar

On the right you’ll find collaborator avatars, Share, the ⋮ menu, and the Run button (see Running and testing).

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Adding nodes

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Connecting nodes

Drag from the handle on a node’s right edge to the next node’s left edge to create an edge. Data flows left to right; downstream nodes read upstream output through references. The dashed stub next to a node also works as a drag source.

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Selecting and moving

Click a node to select it, drag to move it. Drag on empty canvas to box-select multiple nodes. Trackpad scroll pans, pinch zooms, and middle-drag or Cmd/Ctrl + drag pans. Arrow keys jump between nodes and Enter opens the selected node’s config.

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Right-click menus

Right-click the canvas for a context menu with the actions that fit what you clicked:

• Empty canvas: Add node, Add sticky note, Paste, Select all, Auto-layout, Fit view.
• A node: Open, Run from this node, Duplicate, Copy, Cut, Disable or Enable, Rename, Delete. Sticky notes show only the actions that apply to them.
• A multi-node selection: Duplicate, Copy, Cut, Disable/Enable, and Delete, applied to every selected node at once.

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Auto-layout

Click the ⋮ menu in the top bar and choose Auto-layout to tidy the graph automatically. You can also right-click empty canvas and choose Auto-layout.

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Sticky notes

The sticky note is the first tile in the node palette. Drop one anywhere to annotate the canvas, double-click it to edit the text, and drag its corner to resize. Sticky notes never execute.

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Next steps