Building workflows

You build every automation in the visual builder — a canvas where you drag nodes from a palette, connect them, and configure what each one does.

The build loop

Working in the builder follows a simple loop:

1. Add nodes. Drag them from the palette onto the canvas.
2. Connect them. Drag from one node's output to the next node's input to define the order data flows.
3. Configure each node. Click a node to open its settings and fill in its parameters.
4. Test. Run the workflow with sample data and watch it execute live.
5. Save a version. Keep a snapshot you can return to.

What's in this section

• The canvas — adding, connecting, and arranging nodes.
• Saving versions — how versioning works and why it matters.

Related

• Every node and its parameters → Nodes
• Transforming data between systems → Mapping
• Testing and watching runs → Running & monitoring