Creating Workflows

Creating a New Workflow

1. Navigate to the Workflows page from the sidebar
2. Click "+ New Workflow"
3. Enter a name for your workflow
4. You'll be taken to the visual workflow builder with a default Manual Start trigger

The Workflow Canvas

The canvas is where you design your workflow visually. It provides:

• Pan and zoom — scroll to pan, pinch or use the scroll wheel to zoom
• Grid snapping — nodes align to a grid for clean layouts
• Multi-select — drag to select multiple nodes at once

Adding Nodes

1. Click the "+ Add node" button in the toolbar
2. A dialog opens showing all available node types, organized by category
3. Browse categories or use the search bar to find a specific node
4. Click a node type to add it to the canvas

Connection-Based Nodes

Database and integration nodes (MySQL, PostgreSQL, SFTP, Redis, etc.) only appear in the node list if you have an active connection of the matching type. Create a connection first, then the corresponding nodes become available.

Preset Connections

When adding a node from a specific connection variant (e.g., "My Production DB > Query"), the connection is automatically pre-selected and locked. This saves time when you have multiple connections of the same type.

Editing Nodes

• Click a node to open its configuration panel
• Double-click the node title to rename it
• Right-click a node for additional options (delete, run from here, etc.)

Deleting Nodes

• Select a node and press Delete or Backspace
• Or right-click and select Delete
• Deleting a node also removes all connected edges

Saving

Workflow changes are saved when you make modifications. The working version always reflects your latest edits.