Getting Started

The workflow builder lets you compose end-to-end automations by dragging activities onto a canvas and connecting them. This section walks through a first workflow in five minutes.

1. Create a workflow

From the workflows grid, click Create Workflow. Fill in the Name, Description, and pick a Bot. Click Proceed to open the builder.

2. Add activities

The left panel lists activities by category (Browser Automation, Database, Email…). Drag any activity onto the canvas. Every workflow starts with the built-in Start node — connect your first activity to it by dragging from the Start node's bottom handle.

3. Configure the activity

Click a node on the canvas. The right-side panel shows its configuration — mandatory fields are marked with a red asterisk. See the Activities Index section for the required fields of every activity type.

4. Save and run

Use the toolbar's Save icon (or Ctrl+S), then the Run button. Green checkmarks and animated edges indicate live progress. A step that fails goes red; hover the node to see the error message.

5. Configure exception notifications (optional)

Toolbar → gear icon → Send email on exception. Enter one or more recipients (comma separated) — the system sends a summary email whenever a workflow fails after exhausting retries.