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There are three ways to start a workflow from scratch, and you can also import one. Each one arrives as a Draft: nothing runs until you deploy it.

Start from a brief

1

Open the + Describe tab

Open Workflows, then + Describe.
2

Describe what should happen

Write what starts the workflow, what it should do and which apps it uses, for example “When a signed engagement letter lands in DocuSign…”. Or pick a starter brief below the box.
3

Generate the draft

Select the send button (Generate workflow). The workflow assistant lays out the steps and opens the new draft in the Builder.
When no AI model is configured for your workspace, the assistant can only start from a built-in template: send one of the starter briefs unchanged, or use the Templates tab.

Start from a template

Open Templates, select a card (or Preview it first) and choose Use template. Hive makes a new private draft; the template itself is unchanged. If the steps need connected accounts, a setup guide asks which account each app should use. See Templates.

Start blank

Select New workflow in the builder header, or + New workflow in All workflows. The draft is saved as a real workflow the first time you add a step or describe it in the chat.

Add steps

A workflow has one trigger, the first card, and any number of steps after it. To add a step:
  • select Add step in the dock under the canvas;
  • hover a connection and select its + to insert a step between two cards; or
  • hover the line after the last card of a flow or branch and select +.
The Add step menu has three sections: Integrations is filled from the apps your workspace has connected, so it is empty until one that offers a step is connected. The step reference describes every type. A card opens with its settings showing; a warning chip names any required field still empty.

Configure the trigger

Select the trigger card and choose Manual, In-app form, Public form or Schedule. For a form, add a title and its fields. See Triggers.

Connect and arrange

  • Drag a card to move it, drag empty canvas to pan. Hold Shift, Ctrl or Cmd to select several cards, then move or delete them together.
  • Drag from a card’s connection port onto another card to connect them, or select the port and then the card. Hive refuses a connection that would create a cycle and says why.
  • A rule condition has true and false branches; an AI condition has one path per condition, plus Else when Force AI to select a path is off.
  • Deleting a step reconnects the cards around it. The trigger cannot be deleted or duplicated.
  • Undo, Redo, zoom, Fit canvas and Fullscreen sit on the canvas controls.

Pass values between steps

Type {{ in a prompt or message, or use Insert a value from an earlier step, to use an earlier output, for example {{trigger.client_name}} or {{draft.text}}.

Saving

The builder saves the draft automatically a moment after each edit and shows the status in the header. If the workflow changed in another session, Hive keeps your local edits and asks: Reload latest or Keep editing.

The workflow menu

Beside the workflow name: An import always creates a new private draft without anyone’s connected accounts, and lists what it left open, such as steps that still need an account.

Next: test it

Run the draft from any card with Run workflow from here or Run this node only. Test runs never send anything. When it behaves, deploy it.

Triggers and steps

Every step type and setting.

Test and deploy

Test runs, releases and rollback.

Workflow assistant

Draft and change workflows in chat.

Templates

Ready-made starting points.