Beginner5 min
Introduction to Workflow Builder
Workflow Builder is a visual automation platform that lets you connect your favorite tools and create powerful automations without writing code.
What Can You Build?
With Workflow Builder, you can:
- Automate repetitive tasks - Connect triggers to actions and let workflows handle the busy work
- Integrate your tools - Connect 50+ integrations including Slack, Google Sheets, Notion, and more
- Process data - Transform, filter, and route data between your applications
- Build AI-powered workflows - Leverage AI models to generate content, analyze data, and make decisions
Key Concepts
The Canvas
The workflow canvas is your workspace. It's where you visually design your automations by dragging nodes and connecting them together.
Nodes
Nodes are the building blocks of your workflows:
- Triggers - Start your workflow when something happens (e.g., a form submission, a scheduled time)
- Actions - Perform operations like sending emails, updating databases, or calling APIs
- Conditions - Add logic to branch your workflow based on data
- Transforms - Modify data as it flows through your workflow
Connections
Connections link nodes together and define how data flows from one step to the next. Each connection carries the output from the previous node to the next one.
Getting Started
Ready to build your first workflow? Here's the quickest path:
- Create a new workflow - Click "New Workflow" from your dashboard
- Add a trigger - Every workflow starts with a trigger node
- Add actions - Connect action nodes to define what happens
- Test your workflow - Use the test panel to verify everything works
- Activate - Turn on your workflow to start automating
Next Steps
- Creating Your First Workflow - A hands-on tutorial
- Understanding Nodes - Deep dive into node types
- Browse Integrations - See all available connections
Tags
getting-startedbasicsoverview