The canvas

The canvas is where a workflow's steps live, shown as connected nodes you can add, move, and configure.

Node types

Every workflow is built from three kinds of node:

• Trigger — starts the workflow, either on a schedule or from a webhook. See Triggers.
• Agent — an AI step that does the work, such as drafting a summary or checking a system.
• Human review — pauses the workflow so a person can review, answer questions, or approve before it continues.

Select Edit, then Add Node to open the node selector, which groups your Custom Agents, Pre-built Agents, Human steps, and Triggers so you can search and drop one onto the canvas.

Working with nodes

Select the expand icon in a node's top corner to open it and edit its settings. If your workflow has Stages, each node carries a coloured stage badge — select it to move that step into a different stage. Use the toolbar in the corner to tidy things up: Auto layout, Fit to screen, Zoom in, and Zoom out.

The details panel

Select Details on the left to open the workflow's side panel, covering:

• Workflow Information — the name, description, and owner.
• Stages — see Stages and captured data.
• Capture Workflow Data — see Stages and captured data.
• Version History — a record of past changes to the workflow. This is coming soon.

Common questions