Workflow Canvas Help
Visual drag-and-drop workflow builder
How It Works
- Drag step types from the left sidebar onto the canvas to add them.
- Connect steps by clicking a step's output port and dragging to another step's input port.
- Configure each step by clicking on it — the right panel shows settings like AI provider, prompt, conditions, and delays.
- Run your workflow by clicking the Play button in the top bar. Steps execute in sequence following the connections you drew.
Step Types
- AI Chat — Send a prompt to any AI provider and get a response.
- Condition — Branch logic based on previous step output.
- Delay — Pause execution for a set duration.
- HTTP Request — Call external APIs or webhooks.
- Memory — Store or retrieve values for later steps.
- Notify — Send notifications via SMS or alerts.
- Email — Send emails through your SMTP configuration.
Tips
- Use Ctrl+Z to undo and Ctrl+Y to redo.
- Scroll to zoom in/out on the canvas.
- Double-click the canvas background to quickly add a step.
- Name your workflows descriptively so they're easy to find later.
Troubleshooting
- Steps not connecting? Make sure you're dragging from an output port (bottom) to an input port (top).
- AI step failing? Check that the selected provider is configured in Settings with a valid API key.
- Workflow won't save? Ensure the server is running on port 8000. Refresh the page and try again.
- Steps overlapping? Drag them apart — the canvas is infinite, use scroll to zoom out.
💡 Tip: Start simple with 2-3 steps, test, then expand. Complex workflows are easier to debug when built incrementally.