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Workflows

Build your first workflow

Six pre-built starter templates get you live in under a minute. Drag, drop, save, activate.

Easiest path: use a template

  1. Workflows → Use Template
  2. Pick one (recommended: Auto-reply on Instagram DM)
  3. The visual builder opens with the workflow pre-filled
  4. Click Save & activate

Build from scratch

  1. Workflows → Create Workflow
  2. Pick a trigger in the right panel (e.g., Inbound message)
  3. Drag steps from the left palette onto the canvas
  4. Click any step to configure it
  5. Connect steps by dragging from the bottom handle of one to the top handle of the next
  6. Click Activate

Branch on conditions

Use the If / else step. It has two outgoing handles:

  • true (green, bottom) — followed when the condition is true
  • false (red, right) — followed when false; if no false-edge is wired, the workflow halts

Test before activating

Click Test run in the top bar. Pass any JSON payload — it gets exposed to steps as {{trigger.x}} — and see the per-step log inline.

Debug failed runs

Workflows table → row dropdown → View runs. Each run expands to show per-step status, error, and the trigger payload.

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