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Create a Workflow

Build a workflow using the visual canvas editor.

Where to find it​

  • Workflow dashboard: /workflows-task/dashboard
  • Workflow builder: /workflows-task/<workflow-id>

Create flow​

  1. Navigate to /workflows-task/dashboard.
  2. Click New Workflow in the sidebar.
  3. Enter a name in the modal and click Create.
  4. You are redirected to the workflow builder at /workflows-task/<id>.
  5. Build the pipeline on the canvas (see below).
  6. Click Save workflow to persist your changes.

Canvas overview​

The builder opens with a default canvas containing two pre-placed nodes:

  • Input — left side, defines inputs and the shared prompt template
  • Output — right side, marks the end of the pipeline
Workflow builder canvas showing a new empty workflow with Input and Output nodes

Toolbar actions​

ButtonAction
Full ScreenExpands the canvas to fill the browser window
Run WorkflowOpens the run drawer to fill inputs and start a run
HistoryOpens the run history side panel
ScheduleOpens the schedule drawer to manage cron schedules
Import JSON fileReplaces the current canvas with an imported workflow JSON
ExportDownloads the current workflow as a .json file
Save workflowPersists all canvas and settings changes
DeleteDeletes the workflow (requires confirmation)

An Unsaved badge appears next to the workflow name when there are unsaved changes. It disappears after a successful save.

Building the workflow​

Add a task node​

  1. In the left panel, click Components to reveal the draggable node types.
  2. Drag one of the node types (Agent, Workflow, Orchestrator) onto the canvas.
  3. The node appears on the canvas, ready to configure.

Connect nodes​

  • Drag from the output handle of one node to the input handle of the next to create an edge.
  • The execution path follows edges: Input → [task nodes] → Output.
  • Nodes not connected to the Input node are not executed.

Configure a task node​

Each task node has:

  • Agent Name — a label for this step
  • Prompt Template — the instruction sent to the LLM; use {{parameter_name}} to insert input values
  • LLM drop zone — drag an LLM Chat Setting from the LLMs tab to assign a model
  • Tools drop zone — drag tools to attach them (optional)
  • Sources drop zone — drag document sources for RAG retrieval (optional)
note

A task node must have an LLM Chat Setting assigned before the workflow can be saved or run.

Delete a task node​

Click the × button in the task node's header. The node and all its connected edges are removed simultaneously.

Workflow Settings panel​

The left panel has a Workflow Builder collapsible section with three fields:

FieldDescription
NameDisplay name of the workflow; shown in the sidebar and editor heading
AssistantOptional — link this workflow to an assistant so runs can continue into chat
Workflow MemoryConfigures the short-term and long-term memory token budget (see below)

Workflow Memory​

Workflow Settings panel showing Token Limit, Chat History Token Ratio, and Token Flush Size fields

Expand Configure Memory to set three numeric fields:

FieldDefaultDescription
Token Limit100000Maximum number of tokens for short-term and long-term memory
Chat History Token Ratio0.7Fraction of the token limit reserved for chat history (0–1)
Token Flush Size3000Tokens flushed to long-term memory when chat history exceeds the limit

Sticky notes​

Drag Sticky note from the Components panel onto the canvas to add a documentation element.

  • Sticky notes do not execute — they are visual annotations only.
  • Text you enter in a sticky note is saved with the workflow.

Schedule​

Click Schedule in the toolbar to open the schedule drawer. From here you can:

  • View existing schedules for this workflow
  • Create a new schedule (New Schedule → name → cron recurrence)
  • Edit or delete existing schedules via the schedule's Actions (three-dot) menu

Import and Export​

Export​

Click Export in the footer to download the workflow as a .json file named workflow-{name}.json. The current canvas state is exported, including node configuration, edges, and input parameters.

Import​

Click Import JSON file in the toolbar to open the import panel.

  • Drag and drop a .json file, or click the panel to select one.
  • The canvas is replaced with the imported workflow's structure.
  • Only valid workflow JSON files are accepted.

Search and empty state​

The sidebar search on the workflow dashboard filters the list in real-time.

Workflow dashboard search with no matches — magnifying glass and 'No workflows found matching your search'

Delete a workflow​

Click Delete in the toolbar (or the Actions menu on the dashboard card). A confirmation modal appears before the workflow is permanently removed.

Delete workflow confirmation modal

Business rules​

RuleBehaviour
Name requiredWorkflow cannot be created with an empty name
LLM required to saveSave is blocked if any task node has no LLM Chat Setting assigned
Connected graph to runNodes not connected to Input are not executed
Unique parameter namesDuplicate input parameter names are blocked with an inline error
Reserved parameter nameuser_context cannot be used as a custom input parameter name