The builder is where you assemble a workflow. It's a canvas you read top to bottom: the Start card sits at the top, and steps chain below it. This article covers how to move around and edit; to build one end to end, see Build your first workflow.

Click an insert slot between cards to open Add a step. Steps are grouped by layer; type in Search steps to filter, and use the arrow keys and Enter to pick one.

Some steps are only offered in the right context. A people-only step is greyed out until people are flowing, and Route, Branch, and Filter need records to act on, so they show Needs a Sourcing step first. Most other steps — including AI research, Google search, Notify, HTTP request, and Wait — can stand on their own as the first step, so you can build something like "every day, search the news for a topic and notify me" with no sourcing step at all. Incompatible steps are grouped under an Incompatible header with the reason on hover.

Each step's settings also show a Next step section with a recommended step or two to add next, prefilled where it can be — a quick way to build a common sequence without opening the full picker.

Click any card to open its settings in the inspector panel on the right. Fields vary by step. To reference an earlier step's output in a prompt, condition, or message, type @ — see Reference earlier steps with @-mentions.

Drag the panel's edge to resize it, or double-click the handle to reset the width.

A Branch or Route splits the flow into arms. Steps you add after it attach to the point where those arms rejoin, so they run for every record once the arms come back together.

The top card is always the trigger. Click it to choose what starts the workflow. A workflow won't publish until its trigger is set. See Triggers.

A step marked red still needs setup and will block publishing. A step you leave incomplete is flagged when you click away from it, so you'll see what's missing as you go. The Publish button tells you how many steps to finish. Fix each one, then publish.

Your edits autosave to a draft as you work — nothing runs until you publish. When you're ready, click Publish changes. See Publish, drafts, and versions.