Workflow Builder

Available in: Agency Plan

Create custom automated workflows to streamline your content creation process. Build visual workflows with conditional logic, approval gates, and automated actions.

Overview

The Workflow Builder lets you:

• Create custom workflows with drag-and-drop nodes
• Add conditional logic for branching
• Include approval gates for quality control
• Automate module execution
• Track workflow execution history

Understanding Workflows

A workflow is a series of connected steps (nodes) that execute in sequence:

1. Start Node - Entry point (automatically created)
2. Action Nodes - Modules, delays, webhooks
3. Condition Nodes - Branching logic
4. Approval Nodes - Human review gates
5. End Node - Completion point (automatically created)

Creating a Workflow

1. Go to Workflows in the main navigation
2. Click Create Workflow
3. Enter workflow details:
   • Name (required)
   • Description (optional)
   • Brand (optional - leave blank for workspace-level)
4. Click Create

The workflow editor will open with start and end nodes already placed.

Adding Nodes

Module Node

Execute a content generation module:

1. Drag Module node onto canvas
2. Click the node to configure:
   • Select module type
   • Set module inputs
   • Configure output handling

Condition Node

Add branching logic:

1. Drag Condition node onto canvas
2. Configure condition:
   • Field to check
   • Comparison operator
   • Value to compare against
3. Connect edges for "true" and "false" paths

Approval Node

Require human approval:

1. Drag Approval node onto canvas
2. Configure:
   • Approval type (any user, specific role)
   • Timeout (optional)
   • Auto-approve after timeout (optional)

Delay Node

Add time delays:

1. Drag Delay node onto canvas
2. Set delay duration (hours, days, or specific date/time)

Webhook Node

Trigger external integrations:

1. Drag Webhook node onto canvas
2. Configure:
   • Webhook URL
   • HTTP method
   • Payload data

Connecting Nodes

1. Hover over a node to see connection points
2. Click and drag from the output point
3. Connect to another node's input point
4. For condition nodes, label edges as "Yes" or "No"

Workflow Templates

Start with pre-built templates:

• Content Approval Workflow - Generate → Review → Approve → Publish
• Multi-Platform Campaign - Generate for multiple platforms in sequence
• Scheduled Content - Generate → Schedule → Publish

Executing Workflows

1. Go to your workflow
2. Click Execute
3. Provide initial inputs
4. Monitor execution in real-time
5. View execution history and results

Workflow Execution Status

• Pending - Queued for execution
• Running - Currently executing
• Completed - Finished successfully
• Failed - Error occurred
• Cancelled - Manually stopped

Viewing Execution History

1. Go to your workflow
2. Click Executions tab
3. View all past executions with:
   • Status
   • Start/completion times
   • Step-by-step history
   • Results and outputs

Best Practices

1. Start Simple: Begin with basic workflows and add complexity gradually
2. Test Thoroughly: Test workflows with sample data before production use
3. Use Templates: Start with templates and customize to your needs
4. Document Logic: Add descriptions to explain workflow purpose
5. Monitor Executions: Review execution history to optimize workflows

Related Topics

• Workflow Templates
• Workflow Execution
• Conditional Logic

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