How a workflow is organised
- The trigger decides what starts a run: someone pressing Run, a form submission (in-app or public) or a schedule.
- Steps do the work and pass values to each other with placeholders such as
{{trigger.email}}. - A graph holds up to 50 cards and 100 connections. It has exactly one trigger, no cycles and no unreachable steps.
The tabs
Beside the tabs, the Pulse chip shows how many workflow runs your workspace has used this
billing period against its allowance, for example
Pulse · 320 / 2,500 runs. If the allowance cannot be read, it shows the total runs recorded instead.
Draft, live and paused
A workflow is always in one of three states:
Editing never touches what is live. The builder autosaves your draft; Deploy turns it into an
immutable release such as
1.2.0, and Past versions lets you re-activate an earlier one. See
Test and deploy.
Test runs and production runs
- A test run runs the current draft. Models run for real, but every action is recorded as what it would have done and never sent.
- A production run runs the live release. It starts from Run now on a live manual workflow, a schedule, a form submission, or a teammate running a workflow shared with them. Actions go through your workspace’s approvals.
The builder at a glance
- Header: the workflow name and menu, save status, Form link (for a live public form), Fill in form (for a live in-app form), Run now (for a live manual workflow), Deploy and Share.
- Canvas: cards for the trigger and each step. Each card has Run workflow from here and Run this node only, and a menu to duplicate, comment or deactivate it.
- Dock: Add step, Past runs, settings and help.
- Chat: the workflow assistant, which proposes changes you apply or dismiss.
Who can do what
A workflow is private to the member who created it until they share it with named teammates as Can view, Can run or Can edit. There is no workspace-wide sharing. Running any workflow needs the Operator role or higher. See Sharing.Related
Build a workflow
Your first workflow, step by step.
Triggers and steps
The complete step reference.
Test and deploy
Test runs, releases and versions.
Templates
Start from a ready-made workflow.