Workflows
Workflows are multi-step automations that chain together functions, conditions, and data transformations. Use the visual editor to build directed acyclic graphs (DAGs) that define how data flows through your automation.
Building a Workflow
Click the + Create button to open the workflow editor:
- Add nodes — drag functions, conditions, or LLM steps onto the canvas
- Connect edges — draw connections between nodes to define data flow
- Configure inputs — set each node's input parameters and map outputs from previous steps
- Test and run — execute the workflow and monitor results
Node Types
| Node Type | Purpose | Example |
|---|---|---|
| Function | Execute code or call an API | Fetch customer data, send email |
| Condition | Branch logic based on a value | If status == "approved", go to step A |
| LLM | Process text with an AI model | Summarize a document, classify intent |
| Transform | Reshape or filter data | Map fields, merge datasets |
Triggering Workflows
Workflows can be started in several ways:
- Manual — run from the UI or via chat
- API — trigger programmatically via REST endpoint
- Schedule (Cron) — run on a recurring schedule
- Webhook — trigger from external events
- Agent — the agent can invoke a workflow as part of a conversation
Credential Mapping
Workflows that use tools requiring authentication need credential profiles mapped to each tool:
json
{
"tool_123": "analytics_readonly",
"mcp_456": "postgres_admin"
}
This ensures each step uses the right credentials without exposing secrets in the workflow definition.
Monitoring Runs
Each workflow execution creates a run log with:
- Status — success, failed, or running
- Step-by-step results — what each node produced
- Error details — where failures occurred and why
- Timing — how long each step took
Quick Tips
- Start simple — build and test one step at a time
- Use the visual editor to understand data flow between nodes
- Check workflow run logs to debug failed executions
- Map credential profiles to tools that need authentication
- Use condition nodes to handle edge cases and errors gracefully
- Export proven workflows as templates for reuse