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Building a Workflow

1. Add nodes​

Open the node library and drag nodes onto the canvas — start with a trigger.

2. Connect them​

Draw a connection from one node's output to the next node's input. Data flows along the connection: each node passes its result to the next.

[ Chat input ] → [ Ingest Source ] → [ Chat output ]

3. Configure each node​

Select a node to open its configuration. Set the fields it needs — for example, choose the source on an Ingest Source node.

4. Run​

Run the workflow from the canvas. It executes node by node: each node shows its live status as the run moves through it, and each node's output feeds the next. The final node delivers the result.

If a node fails, the run stops at that node and surfaces the error there — so you can see exactly where and why it stopped, rather than a single opaque failure.

The Canvas running the Project Intelligence workflow, with the briefing result shown on the right

Workflows that include a human-in-the-loop gate pause at that gate and wait for a decision in the Inbox before continuing.

Tips​

  • Start from a canned workflow and modify it, rather than building from scratch.
  • Keep workflows focused — one clear job per workflow.