Find your way around the editor

Learn the parts of the workflow editor: the canvas, how to add a step, where its settings are, and the Run and Deploy buttons at the top.

The editor is where you see a workflow as a chart of steps and change it. This page names each part, so you can find your way around.

Before you start

Sign in to Studio and choose a workflow you can safely edit. For a first attempt, use a copy rather than a workflow handling live records.

Open the editor

Go to Workflows > My workflows and choose a workflow. To start an empty one, press Create, give it a Name, and press Create again.

The four parts of the editor

StepTop bar
Name, status, Runs, Run and Deploy.
StepBlock list
On the left. Every kind of step you can add.
StepCanvas
In the middle. Your steps, joined in order.
StepSettings panel
On the right. Opens when you choose a step.

Top bar

The workflow's name and its status: Draft, Active, Paused or Archived. Choose the name to rename it.
Runs opens the list of this workflow's runs.
Run starts the workflow now. It works only on an Active workflow; on a draft it shows "Workflow must be active to run", so press Deploy first.
Deploy makes your current version live. It is greyed out when there is nothing new to deploy.
The clock icon opens Version History, where you can pause the workflow or go back to an earlier version.
The gear icon holds Secrets and Archive.

Block list

The list on the left has three groups:

Triggers: what starts the workflow, such as Schedule or Inbound Email.
Core Blocks: general steps, such as Condition, Approval, Loop and AI Agent.
Integrations: steps that work in a connected system, such as QuickBooks or Slack.

Use Search blocks... to find one by name.

The canvas shows each step as a block, joined by lines in the order they run. A decision step has two ways out: If for yes and Else for no. A loop or a parallel step is a box; you drop the steps it should repeat or run side by side inside it.

Settings panel

Choose a block to open its panel. It has three tabs:

Configure: the step's settings, such as which account it uses or what amount to check.
Output: the fields this step produces, such as an invoice number or a total. Later steps can use them.
Logs: to see what the step actually did in a run, open that run from Runs instead. See Read a run step by step.

Add a step

Find the block

Find it in the block list, or type its name in Search blocks...

Drag it onto the canvas

Drop it where it belongs in the order.

Join it to the steps around it

Draw a line from the step before it to the new block, and from the new block to the next step.

Fill in its settings

Choose the block and complete the Configure tab.

Change the trigger

A workflow always has exactly one trigger. If the workflow is Active, pause it from Version History first. Then drag a different trigger from Triggers onto the canvas. It replaces the old one. You cannot delete the trigger on its own.

Your changes are saved as you go

The editor saves while you work. A dot next to the name means a change has not been saved yet. On an Active workflow, saved changes are used from its next run, so make bigger changes carefully. See Deploy, test and change a workflow.

Check it worked

Select your new step and check its Configure settings and the lines joining it to the workflow. Wait for the unsaved-change dot to clear.

If something goes wrong

If the change does not save or the workflow cannot run, check its status and settings. See A workflow did not run.

Find your way around the editor

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