Automations are built as a sequence of steps, represented visually as blocks inside the editor. Each step performs a specific action, evaluation, or decision, allowing you to construct a complete automated workflow from start to finish.
Every automation begins with a Starting Rule step, which starts the process based on a specific event. After the starting rule, you continue adding step by step to build a chain of actions that define the full process. The editor also includes an automatic layout, which organizes the workflow visually so it is easy to understand and manage.
In the Automation Editor, you work with two main types of steps:
- Starting Rule Step
- Action Step
How to Configure the Starting Rule Step
The Starting Rule Step is the first required step of every automation. A starting rule is an event that starts the automated process—such as a new record being created, a field being updated, or a scheduled time being reached.
To configure the Starting Rule Step:
1. Click on the Starting Rule Step at the top of the workflow.
2. Select a source.
3. Select an action.
4. Click SAVE AND TEST.
5. Click SAVE.
Here's an interactive tutorial
Once the starting rule is configured, you can begin adding steps to define what happens after the starting rule event occurs.
How to Add a New Step
To add a new step in the workflow, click the on the + button at the end of the automation flow. This opens a configuration panel with three columns, which guide you through building the step:
1. Click the + button.
2. Select a category.
3. Select the app / action group.
4. Select the specific action you want to automate.
5. Click ADD NODE.
The new step will appear on and the end of the automation.
6. Click SAVE.
Here's an interactive tutorial
1. Category
Displays a list of categories that contain internal and external app integrations.
2. App / Action Group
Shows the available apps and action groups within the selected category.
3. Specific Action
Displays the exact action that will be executed (e.g., create record, update field, send file).
The configuration flow follows the logic: Category → App/Action → Specific Action
You can also add steps between existing steps by clicking the + button that appears when hovering between steps.
How to Organize Steps
You can reorganize your automation sequence at any time. To move a step:
1. Click and hold the step.
2. Drag it to the new position in the workflow.
3. Release to place it.
The editor automatically adjusts the layout to maintain a clear and readable structure.
4. Click SAVE.
Here's an interactive tutorial
How to Add a Comment to a Step
Comments allow you to document additional context directly inside the automation flow. Follow these steps:
1. Open the step menu.
2. Click Add comment.
3. Enter a comment.
4. Click SAVE.
Expected behavior:
- Comments can be added to any step to explain logic, document decisions, or leave notes for collaborators.
- Comments appear visually attached to the step on the editor canvas.
- They are intended for internal collaboration and visibility among anyone who opens the automation in the editor.
- Comments do not affect the execution of the automation—they are informational only.
How to Rename a Step
Steps can be renamed for clarity and organization. To rename a node:
1. Open the step menu.
2. Click Rename.
3. Enter the new name.
4. Click Rename to confirm.
5. Click SAVE.
Here's an interactive tutorial
How to Delete a Step
When a node is deleted, the system automatically reconnects the automation flow, so you do not have to manually reconnect the before-and-after steps.
To delete a node:
1. Open the step menu.
2. Click Delete.
The node is removed and the process is automatically re-linked for you.
5. Click SAVE.
Here's an interactive tutorial