Workflows
Workflows are visual automation pipelines that let you connect data sources, apply transformations, run AI analysis, and output results — all without writing code.
Workflow Editor
The Workflow Editor provides a drag-and-drop canvas for building data pipelines:
| Area | Description |
|---|---|
| Canvas | Main area where you drag, drop, and connect nodes |
| Node Library | Left panel listing all 170+ node types, organized by category |
| Properties Panel | Right panel showing settings for the selected node |
| Toolbar | Top bar with Run, Save, Undo/Redo, and Zoom controls |
| Data Preview | Click any completed node to see its output data |
Node Categories
| Category | Key Nodes |
|---|---|
| Triggers | Schedule Trigger, Logical Trigger, AI Trigger |
| Data Sources | Database Query, Database Write, File Upload, Workflow Input |
| Transformations | Aggregation, Filter, Sort, Join, Union, Limit, Deduplicate, Fill/Clean, Computed Column, Projection, Data Validation, Data Classify |
| AI | AI Enrichment, AI Formatter, AI Summary, AI Compliance Check, AI Conditional, AI Transcriber, Image Analysis, PDF Extract, Text Extraction |
| Integrations | Send Email, Send Message, Read Email, Read Messages, Google Drive, OneDrive, and 30+ more |
| Logic | Multi-Conditional, Compliance Check |
| Outputs | Dashboard Output, Workflow Output, CSV/JSON Export, file writers (CSV, Excel, JSON, PDF, Text) |
See the full Node Library for documentation on every node.
Building a Workflow
- Add a Trigger — Every workflow starts with a trigger node (schedule, logical, or AI-based).
- Add Data Source Nodes — Pull data from databases, files, integrations, or workflow inputs.
- Add Transformation Nodes — Filter, aggregate, sort, join, or enrich your data.
- Add Output Nodes — Send results to dashboards, files, emails, or external services.
- Connect Nodes — Drag from output ports (right side) to input ports (left side) to create data flow edges.
- Configure Nodes — Click any node to open its settings in the Properties Panel.
- Run — Click the Run button to execute the workflow.
Execution Status
When a workflow runs, each node shows a status indicator:
| Status | Meaning |
|---|---|
| 🟡 Pending | Not yet executed |
| 🔵 Running | Currently processing |
| 🟢 Complete | Successfully finished |
| 🔴 Error | Something went wrong |
Click any completed node to preview its output data in the Data Preview Panel.
Scheduling
Use the Schedule Trigger node to automate workflow execution:
- Run at specific times (daily at 8 AM, weekly on Monday, etc.)
- Run at intervals (every 30 minutes, every 4 hours)
- Combine with other triggers for complex automation logic
Nested Workflows
Workflows can call other workflows using the Execute Workflow and Run Workflow nodes:
- Execute Workflow — Runs another workflow and waits for its result
- Run Workflow — Triggers another workflow without waiting
This enables composable, modular automation where common data processing steps are reused across pipelines.
For More Details
- Building Workflows Guide — Step-by-step walkthrough
- Workflow Node Reference — Full node documentation
- Examples — Real-world workflow patterns