Workflows
Use the builder
Add, move and change steps on the canvas, undo mistakes, and find every action for the whole workflow.
The builder shows your workflow from the starting point at the top down each path in order. Each path is labelled with what happened, such as Booked or Not within 2 days, so you can read it like a story.
Add and change steps
- Select the + at the end of a path to add what happens next, or the + between two steps (Add a step here) to insert one. You can also select a step and press N or /.
- Pick the step from the list, then fill in its settings on the right.
- Hover over a step to Rename, Duplicate, Move or Delete it.
- To move a step, choose This step only or This step and everything after, then select Move here where you want it.
You're done when every step reads in the right order and none shows Needs setup.
The header
| Button | What it does |
|---|---|
| Name and save status | Select the name to rename the workflow. Shows Saving…, Saved, or Couldn't save with Retry. |
| Test | Shows what each step would do for a real record, without sending anything. See Test a workflow. |
| Runs | Opens this workflow's run history. |
| N to finish | Lists every step that still needs setup under Before you publish. Select an item to open it. |
| On / Off switch | Pauses or resumes a published workflow. A draft shows Draft. |
| Publish | Makes your latest changes live. See Publish and manage workflows. |
| ⋯ | Delete workflow, and Discard changes when you have unpublished edits. |
Undo, layout and shortcuts
- Use the undo and redo buttons at the bottom of the canvas, or Cmd+Z and Shift+Cmd+Z (Ctrl on Windows). After you delete a step, an Undo button appears for a moment.
- The ⋯ button at the bottom has Tidy layout, Reset layout and Keyboard shortcuts.
- Press ? on the canvas to see every shortcut, such as the arrow keys to move between steps and F2 to rename.
Good to know
- The builder saves as you work. If a save fails and you leave, your changes are kept on this device. Next time, select Restore changes on the banner, or Discard.
- A step can't move above the step that creates something it uses. The builder says why.
- When you delete a step that splits into paths, choose which path to keep, or delete them all.
- Give steps names that say what they do, such as Send your booking link. Run history uses these names.