Workflows
Build automations on a visual canvas or with chat-to-workflow, then save, test, and activate them.
Workflows are step-by-step automations that run in Automate. Each workflow starts with a trigger, then runs actions (apps, Flow Control, agents, and more) in order. Open the list at Workflows.
In this guide
| Topic | Start here |
|---|---|
| Create a workflow and build it with clicks on the canvas | Build on the canvas |
| Describe a process and let AI draft the graph | Chat to workflow |
| Name, description, tags, metrics, and Active | Settings |
What a workflow is made of
| Piece | Role |
|---|---|
| Trigger | How the run starts (for example Manually Run, Recurring Schedule, or an app event) |
| Actions | What happens next: call apps, Flow Control (branches, waits, approvals), talk to agents, write knowledge, and more |
| Connections | Credentials many actions need before they can run |
| Active | When on (and saved), the workflow can run according to its trigger |
Every workflow belongs to a project. Creating from the global Workflows list asks you to pick a project first.
Canvas at a glance
You do not drag steps from a left palette. You build by:
- Choosing a trigger on the empty canvas (Select a trigger...).
- Adding the next action with the + on a node or on a connection line.
- Clicking a node to configure fields, connections, and Save & Test.
- Turning Active on and clicking Save in the header when you are ready for real runs.
The right-hand Build with AI panel is the chat-to-workflow path. See Chat to workflow.
Related
- Build on the canvas
- Chat to workflow
- Settings
- Variables: reuse values in step fields
- AI agents: agents that workflows can message
- Business users: core platform concepts