Opidocs
FeaturesWorkflows

Building workflows

The editor, the canvas, the palette, and the draft → publish lifecycle.

Workflows is in Beta. The UI and API may change. The sidebar entry is currently disabled for most workspaces — your account team enables it for pilot orgs.

The editor at /workflows/{id} has three regions: the Canvas in the middle where nodes live, the Palette on the left grouped by section, and the Properties drawer on the right that appears when you select a node. Every edit auto-saves as a draft. Nothing is live until you click Publish.

The workflow list

/workflows lists every workflow in the org. Each row shows the workflow name, its status (draft / published / disabled), and the timestamp of the last run. + New workflow opens the template picker.

The template picker

/workflows/new shows the shipped templates and a Blank workflow option. Picking a template opens the editor pre-loaded with that template's nodes and edges — ready to edit. The blank option opens an empty canvas with a single Manual trigger node.

Templates that ship include an HTTP + Transform + Slack seed that hits an HTTP endpoint, reshapes the response, and posts it to Slack.

The editor

The editor has three regions:

  • Palette — all available node types, grouped by section. Drag any node onto the canvas to add it.
  • Canvas — the graph of nodes and edges. Drag nodes to reposition them. Click a node to select it. Connect nodes by dragging from an output handle to an input handle.
  • Properties drawer — opens on the right when a node is selected. The form is generated from the node's schema. For integration-action nodes, fields autocomplete from upstream outputs.

Draft and publish

Every canvas change auto-saves to the draft. The status indicator in the editor header shows "Saving…" briefly as changes flush. There is no manual save button.

Click Publish to snapshot the current draft as a new version. Triggers immediately start firing the published version. Drafts only run in test mode — they do not fire live triggers until published.

Selecting and moving nodes

Click a node to select it; the Properties drawer opens. Shift-click to add nodes to the selection. Drag selected nodes to move them as a group. Press Delete to remove selected nodes. Selections are preserved across canvas resyncs.

What's next?

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