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Workflows are visual automations. Each workflow starts from a trigger — an event such as a form submission, a schedule, or a manual click — and then runs a chain of connected actions: sending notifications, calling external services, transforming data, and more. You build all of this on a canvas, without writing code.
Workflows appear in the sidebar for members of your workspace, but the item is hidden for guests. What you can automate also depends on the applications enabled for your workspace.

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Where to find workflows

  • Select Workflows in the sidebar to open the workflow list.
  • You can also create one from the Programs section: open the + menu and choose Create workflow.

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The workflow list

The list shows every workflow in your workspace along with when it was last updated. From here you can: If your workspace has no workflows yet, the list shows an empty state: “No workflows yet”.

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The editor

Opening a workflow takes you to the editor — a canvas where you add nodes and connect them to define the order of execution. The header shows back navigation, the workflow name, the last-saved time, and a Save button. A tab switch lets you move between Editor (where you build) and Executions (where you review past runs).

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Adding nodes

Add nodes from the node panel — labeled Add a trigger when the workflow needs its starting point, and Add a node afterwards. The panel has two sections:
  • Trigger nodes — “Triggers start the workflow when an event occurs.” See Triggers for the full list.
  • Execution nodes — “Nodes perform actions, transform data, or control the workflow.” See the Node reference.
Connect nodes on the canvas to define the path the workflow follows from the trigger through each action.

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Running a workflow manually

Select Execute Workflow to run the workflow on demand.
Execute Workflow runs the last saved version of the workflow — not your unsaved changes on the canvas. Always select Save before running, or you may be testing an older version.

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Build your first workflow

1

Create the workflow

In Workflows, select New Workflow. The editor opens with an empty canvas.
2

Add a manual trigger

Select Add a trigger and choose When clicking ‘Execute Workflow’. This lets you run the workflow on demand while you build it.
3

Add a Notification node

Select Add a node and choose Notification from the execution nodes. Configure who should receive the in-app notification.
4

Connect the nodes

Connect the trigger to the Notification node on the canvas so the workflow flows from one to the other.
5

Save

Select Save in the header. Remember: only saved changes run.
6

Execute

Select Execute Workflow to run it.
7

Check the run

Switch to the Executions tab to confirm the run succeeded and inspect what each node produced.

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Learn more

Triggers

The six events that can start a workflow.

Node reference

Every execution node and when to use it.

Credentials

Store authentication for nodes that call protected services.

Executions and run history

Review runs, inspect node output, and debug failures.