What you’ll see
How to build automated workflows with the visual drag-and-drop builder — every node type, setting triggers, scheduling runs, and monitoring everything live, all without writing a single line of code.The visual builder
- Design multi-step flows on a drag-and-drop canvas
- Connect nodes with lines to define exactly how the flow runs
- Zoom, pan, and rearrange your workflow however you like
The building blocks (node types)
| Node | What it does |
|---|---|
| Trigger | The starting point that kicks the whole workflow off |
| AI Agent | Place an outbound call or run an AI interaction |
| Decision | Branch the flow with if/then conditional logic |
| CRM | Update contact, company, or deal records automatically |
| Communication | Send an email, SMS, or WhatsApp message — or make a call |
| Data | Transform, extract, or map data between steps |
| Wait | Pause until a set time, or until a condition is met |
| Integration | Connect out to external tools and services |
Ways to trigger a workflow
- Manual — run on demand with a single click
- Webhook — fire when an external system sends an event
- Schedule — run on a cron schedule — daily, weekly, monthly, or after a delay
- Email — trigger from incoming Gmail messages, filtered by label or attachment
Scheduling
- Set precise cron expressions, or pick a simple recurring interval
- Schedule with full timezone awareness
- Preview the next run time before you save
Watching it run
- Live status for every run: Running, Completed, Failed, Cancelled, or Timed Out
- A timeline view showing each node execute in sequence
- Node-level diagnostics to inspect inputs, outputs, and errors
- Filter the history by success or failure
Reliability & control
- Retry policy with configurable max retries and exponential backoff
- Error handling: stop, continue to the next step, or run a fallback path
- Log-retention settings to keep history as long as you need
Managing your workflows
- Version history — view and restore previous versions
- Clone any workflow to reuse it as a template
- Import and export workflows across workspaces
- Start fast with pre-built templates
- Flip any workflow on or off with a single toggle