Workflow Docs

Board overview

Layout of the workflow canvas, side panel, and board chrome.

The workflow board is the main editing surface: a top action bar for platform, save, and bot status, plus a dotted canvas with a left sidebar, top-right add control, bottom-left editing tools, and built-in zoom / pan controls.

Layout

AreaPositionPurpose
Top action barAbove the canvasPlatform, AI generate, executions, active toggle, save — see Top action bar
CanvasCenterDrag nodes, connect handles, pan and zoom
Side panelLeft (320px when open)Add-node drawer or selected node form
Top panelTop-right on canvasOpen the add-node drawer (+)
Bottom menu barBottom-left on canvasSticky note, layout clean, undo, redo
Flow controlsBottom-rightZoom, fit view, lock interaction

The side panel and canvas work together: opening the drawer or selecting a node slides the panel in; clicking empty canvas closes the add-node drawer. See Board toolbar and Nodes drawer.

Empty workflow (welcome placeholder)

When a workflow has no root nodes, a welcome placeholder appears at the viewport center: a dashed square with a + button. Click it to open the add-node drawer (same as the top +).

  • The placeholder is only shown while the workflow is empty; it disappears once you add your first trigger or starting node.
  • It is not part of the saved workflow.

Selecting and configuring nodes

  1. Click a workflow node on the canvas to select it.
  2. The side panel shows that node’s configuration form (except sticky notes, which edit on the canvas only).
  3. Most nodes include an optional Description field at the bottom of the form; sub-nodes do not.
  4. Click the canvas background to deselect and close the add-node drawer.

Adding nodes (summary)

MethodBehavior
Top + or welcome +Opens the nodes drawer
+ on a node handleOpens the drawer; picking a card connects the new node to that handle
Drag from drawerDrop a card onto the canvas at the drop position
Click drawer cardAdds at viewport center, or connects if opened from a handle
Bottom bar → NoteAdds a sticky note at viewport center

Keyboard shortcuts (canvas)

When focus is not in an input, textarea, or content-editable field:

ShortcutAction
⌘/Ctrl+ZUndo
⌘/Ctrl+Shift+ZRedo
⌘/Ctrl+CCopy selected nodes (skipped if text is selected in the page)
⌘/Ctrl+VPaste copied nodes

Undo and redo are also on the bottom menu bar.

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