Create your first workflow

1. Create the workflow

From the dashboard, open Workflows and choose New workflow. Give it a name; the editor opens on an empty canvas.

2. Add tasks

Open the task library and pick the first thing the workflow should do — fetch a row, list orders, call an API. Each task is one action against one service.

Add the next step the same way, then drag from the first task’s output port to the second task’s input port to connect them. Data flows along the connection: whatever a task produces is offered to the next task as its input.

3. Fill in each task

Select a task to open its form. A plain value in a field is a default; an incoming value from the previous step replaces it whenever one is offered.

To use a value from an earlier step instead, pick a reference with the ${x} button beside the field. For example, a task can take the text the step before it produced.

Credentials are never typed into a field. Store the API key as a secret and reference it as ${secrets.<name>.<key>} — the editor shows which parts of a reference are which.

4. Run it

Choose Debug run to execute the workflow now and watch each task as it runs. Every task shows what it received and what it produced, so a wrong field is visible before anything is scheduled.

5. Add a trigger

A workflow runs on its own once it has a trigger: a schedule, an incoming webhook, or a run you start from the dashboard. Without one, it only runs when you ask it to.

If a step fails

The run stops at the failing task and records the error. Fix the field or credential and run it again. Steps after the failure did not run; steps before it did, so check anything they sent or changed before re-running the whole workflow.