Touring the automation builder

Opening the builder

From the Automations page, click New automation to start from scratch, or click any existing automation to open it. Either way you land in the full-screen builder.

The canvas

The center of the screen is a visual canvas. Your automation is drawn as a chain of nodes connected by lines, read from top to bottom:

Trigger node — always first. It shows what starts the automation.
Step nodes — one per action, in the order they run.
Branch nodes — appear when a step splits the flow (for example an If / else).
The "+" buttons — click one to insert a step at that position.

Drag the empty canvas to pan, and zoom with your trackpad or the on-canvas controls.

The config panel

Click the trigger node or any step node and a config panel slides in from the right. This is where you choose the event type, set URLs and messages, enter secrets, and edit conditions. Changes are held until you save.

Notes

Use the note button in the toolbar to drop a sticky note onto the canvas. Notes are documentation for your team — they are never executed.

The toolbar

Across the top of the builder:

Title chip — shows the automation's name with a small dot for its enabled state. Click it to open Settings.
Undo / Redo — step backward and forward through your edits.
Add note — drops a sticky note on the canvas.
Share menu — copy a share link, export the flow as an image, or save the automation as a reusable template.
Settings — the gear icon opens the same Settings panel as the title chip.
Save — commits your changes. For a brand-new automation the button reads Create instead. It is disabled while there are validation errors.

If you try to leave with unsaved edits, the builder asks before discarding them.

The Run panel

A collapsible Run panel sits along the bottom of the builder — it's where you preview and test the flow. See Testing & enabling your automation.

Setup checklist

If an automation still has placeholder values to fill in, a checklist appears just below the toolbar listing each one. The automation can't be enabled until the list is clear.

Continue with Triggers — when an automation runs.