Workspace Modes

Automations

The workflow editor — schedule agents, react to webhooks, chain steps with explicit nodes and variables.

Automations is the workflow mode. It's a full-screen React Flow editor (the Automation editor) where you compose multi-step workflows out of explicit nodes.

This is the same canvas tech that powers the Flow tab on an Agent — the difference is that an Automation is a standalone workflow you trigger from outside (schedule, webhook, sub-agent call), not a per-agent pipeline.

The node palette

The Automation editor groups nodes into five buckets in the palette:

Execution

  • Prompt — send a prompt to a model
  • Process — generic processing step
  • Tool Call — invoke a specific tool
  • Delegate — call another agent
  • Response — terminal node, return a result

Integration

  • REST API Request — full HTTP client (see below)
  • Webhook — receive an external trigger
  • Code — run JavaScript inside the workflow

Records

  • Insert Row — insert a record into a data table
  • Update Row — patch a record by id (also supports add / remove tags via addTags / removeTags fields)
  • Delete Row — delete a record
  • Query Rows — fetch rows by table + filter

Tags

  • Add Tag — assign a tag to any entity (record, calendar event, conversation, agent, …)
  • Remove Tag — unassign a tag

Flow control

  • Condition — pill-style True / False split with branch labels
  • Loop — repeat over an array
  • Wait — sleep for a duration
  • Change Variable — set a workflow variable

Config

  • Model, Identity, Sandbox, Tools, Sub-agents — the five inline-editable config nodes that pin per-step settings.

Shared

  • Start, Note — compact start node and free-text annotation.

REST API Request inspector

The REST API node gets a full inspector panel:

  • Method dropdown — GET / POST / PUT / PATCH / DELETE / OPTIONS
  • URL field (bindable — use {{var}} references and formulas)
  • Key-value builders for headers, query string, and body fields
  • Content-type selector
  • Toggles for server-side proxy, credentials, and streaming

Hit Test on the node to run it against live endpoints; the Logs panel shows the built request, response headers, and a JSON-tree preview of the body.

Variables

Workflow variables live in the Variables tab of the left panel. Each variable has:

  • Name, folder (for grouping), and description
  • Type (text, number, boolean, json, …)
  • Default value and current value
  • Toggles for "scope" behavior

Set them from a Change Variable node anywhere in the workflow. Reference them with {{varName}} in any bindable input via the InputBindingModal.

Bindable inputs

Most node inputs are bindable. Click the ƒ icon to open the InputBindingModal:

  • Actions tab — upstream nodes plus their test results.
  • Variables tab — workflow variables and built-in stores.
  • Functions tab — 7 categories of formula functions: OPERATORS, CONDITIONAL, MATH, TEXT, ARRAY, OBJECT, TYPE. Hover for inline help.

The rich editor renders {{refs}} as colored badges and function calls as purple pills. Click anything to insert it.

Execution logs

Press Play on any node to run just that node — the Logs panel on the left shows status (green / red / gray), full request/response, and a JSON-tree viewer. Search and status filters help when the log gets long.

Where to go next

On this page