How to get here
In the left menu, click Workflow and find Workflow templates.
Click the + new workflow template button, or create your first workflow template.
You are now on the New Workflow Template screen.
You can also arrive here by cloning an existing workflow template. When you clone, the URL will contain a ?clone parameter and the canvas will be pre-filled with all the nodes and connections from the original template. This is a quick way to create a variation of a workflow you already have.
Step-by-step guide
Understand the canvas
The main area of the screen is a visual canvas powered by a flow diagram editor. When you start from scratch (without cloning), the canvas contains two placeholder nodes: Trigger — this is where your workflow begins and defines which event starts the workflow. Action — this is a placeholder for the first step the workflow will take after the trigger fires. These two nodes are connected with an animated line that shows the direction of flow. You can zoom in/out using the scroll wheel or the controls in the bottom left corner of the canvas. You can pan by clicking and dragging on an empty area of the canvas. You can select a node by clicking on it and delete it by pressing the Delete key (unless the node is marked as non-deletable).
Add nodes from the side panel
On the right side of the screen you will see a node panel divided into categories. Click a category header to expand or collapse it. To add a node to your workflow, click it in the panel — the node is placed on the canvas and you can drag it into position. Available node types: Trigger: Defines the event that starts the workflow (e.g. a new member signs up). Plain: A simple step with no special input — used for basic actions. Text: A step that includes a text field for custom messages or notes. Double Text: A step with two text fields (e.g. subject and body for an email). Number: A step that requires a numeric value (e.g. wait X days). Day: A step that lets you choose a day of the week. Time: A step that lets you set a specific time. Autocomplete: A step with a searchable dropdown for selecting one item. Multiple Autocomplete: A step with a searchable dropdown that allows selecting multiple items. Recipient Autocomplete: A step specifically for selecting message recipients. Single Select: A step with a simple dropdown for selecting one option. Webhook: A step that sends or receives data from an external service via a URL. Group: A container node that groups related steps together.
Connect nodes
Nodes have small handles (circles) on their top and bottom edges. To connect two nodes, click and drag from one node's handle to another node's handle. A new animated line appears showing the connection. Connections determine the order in which steps are executed.
Configure each node
Fill in the node's fields after placing it on the canvas. The fields depend on the node type (text inputs, dropdowns, number fields, time pickers, etc.). Make sure each node has the information it needs — an incomplete node may cause the workflow to fail when it runs.
Rearrange the canvas
Drag nodes to reposition them so the flow is easy to read. The canvas fits to the view automatically when the page loads, but you can adjust the zoom and position at any time using the controls.
Save the template
When you are satisfied with your workflow, click the Save template button in the top right corner. A dialog opens asking you to give the template a name and an optional description. Workflow template name (required): A clear, descriptive name for this template (e.g. "Welcome flow for new members"). Short description (optional): A short note explaining what this workflow does — helps your team understand the purpose at a quick glance. Click Save to create the template. Click Cancel to return to the canvas without saving.
Do you need help?
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