Skip to content

Building a workflow

1. Open the Agent Builder

Go to Workspace → Workflows and start a new workflow. The right-hand panel is a chat with the Agent Builder — describe what you want automated.

2. Describe the automation

Include the trigger, the steps, and any conditions:

"When someone fills out our contact form (webhook), check if their message contains the word 'urgent'. If it does, post to the #support Slack channel. Otherwise, add a row to our Google Sheet."

The Builder will:

  1. Propose a trigger (a webhook, in this example).
  2. Add a condition node to check the message.
  3. Wire the two branches to a Slack connector call and a Google Sheets connector call.
  4. Ask you to connect the Slack/Google Sheets accounts if they aren't linked yet.

3. Watch the graph build live

The canvas (center panel) updates as the Builder adds nodes — you're always looking at the real graph that will run, not a description of it.

4. Adjust by chatting

Nothing is locked in after the first draft:

"Also send me an email if it's urgent"

"Change the Slack channel to #escalations"

Every change goes through the same validated tool-calls the Builder uses to construct the graph in the first place — dangling edges, unreachable nodes, or a condition missing a branch are all caught before you can save.

5. Dry-run it

Before saving, ask the Builder to dry-run the workflow, or use the dry-run button in the run panel. Every step with a real side effect (sending a message, writing a row, calling a paid API) is mocked, so you can see the full execution trace safely.

6. Save and set the trigger live

Once the dry-run looks right, save the workflow. If it's a webhook or schedule trigger, it starts listening/firing automatically — see Triggers.

7. Watch it run

Every real run appears in Workspace → Runs, with a step-by-step trace: each node's input, output, duration and status, in the order it actually executed (parallel branches are shown running concurrently, not squeezed into a single timeline).

Built by Maxrall, Inc.