Build a workflow with the Visual Designer

Prefer to build automations by clicking instead of typing? The Visual Designer lets you lay out your workflow as a diagram of connected steps. Behind the scenes it writes the same definition as the text editor, so you can switch between the two at any time.

Two ways to build, always in sync

Every workflow has two views in the editor:

• Visual Designer — a diagram where each trigger and action is a node you connect together.
• YAML editor — the same workflow as text, for fine-tuning or advanced edits.

Edit either one and the other updates to match — nothing gets out of step.

[Screenshot: the Visual Designer with connected nodes]

Build your workflow visually

1. Open your workflow and switch to the Visual Designer tab.
2. Add a trigger node to set what starts the workflow.
3. Add an action node for each step you want to run.
4. Connect the nodes in the order they should run — the lines show how your data flows from one step to the next.
5. Click a node to open its settings and fill in the fields it needs.
6. Click Save when you are done.

Tip: The connecting lines highlight as data moves between steps, making it easy to spot a node that isn't wired up yet.

Switch to YAML any time

Need a precise tweak? Switch to the YAML editor tab to edit the workflow as text. When you switch back, the Visual Designer reflects your changes automatically. Both views save together, so you never have to choose one for good.

Note: Your workflow stays a draft until you turn it on. When the diagram looks right, flip the Enabled toggle, or click Run Now to test it once.