Automation Studio

Automation Studio is a powerful visual interface that allows you to create, edit, and manage automated workflows with little to no code. This guide will help you understand how to use the studio effectively.

Studio Interface

The Automation Studio interface consists of several key components:

1. Left Navigation Panel

The Left Navigation Panel displays configuration options and information about the entire workflow. Key sections include:

• Home: Navigates to the main dashboard
• Outline: Displays the workflow structure
• Settings: Configure workflow settings
• Version History: View and manage workflow versions

2. Top Menu Bar

This section contain quick navigation links to workflows, name of current workflow, publish button and on/off button to enable or disable the workflow.

3. Main Editor

The central workspace where you build your workflow visually. Elements include:

• Trigger: The starting point of your workflow
• Action Nodes: Tasks performed by your workflow
• Logic Nodes: Control the flow of your workflow
• Integrations: Connection to external application/data used in a workflow

The editor contains all available components that you can be used in a workflow. The editor control allow to add, remove or replace components in the workflow.

4. Properties Panel

When you select a component on the editor, the Properties Panel displays configuration options for that component to the right side bar of the editor. This panel allows you to customize the selected component’s behavior and settings. Key sections include:

• Basic Settings: Name, description, and component-specific options
• Advanced Settings: Additional configuration options
• Input/Output Mapping: Configure data flow between steps
• Error Handling: Define behavior when errors occur
• Testing: Run tests on the selected component

5. Integrations Section

From the editor when you click on the ”+” button below the trigger, you can add an integration to your workflow.

The Integrations section allows you to connect your workflow with internal or external platforms and services. Here you can:

• Browse available integrations by category
• Connect new integrations to your account
• Manage existing integration connections
• Configure integration-specific settings

Integration Categories

Integrations are organized into categories for easy navigation:

6. Monitoring Panel

The Monitoring section provides tools to track, analyze, and optimize your workflows:

• Dashboard: Overview of workflow performance
• Runs: Summary of executions of workflow runs
• Logs: Detailed logs for exectuion in each step for tracing and debugging issues
• Analytics: Performance metrics and trends

Building Blocks

Every Wakflo workflow consists of these essential building blocks:

Triggers

Triggers are events that start your workflow. A workflow must have exactly one trigger, which defines when the workflow should run.

Learn more about available triggers in the Triggers documentation.

Actions

Actions are the tasks performed by your workflow. A workflow can have multiple actions that execute in sequence.

Explore the full range of actions in the Actions documentation.

Logic Components

Logic components control the flow of your workflow based on conditions and data.

Building a Workflow

Follow these steps to build a workflow:

1. Add a Trigger

1. After creating a new workflow, you will be prompted to add a trigger
2. From the Integrations View, select the Triggers tab
3. Drag the desired trigger onto the canvas
4. Configure the trigger settings in the Properties Panel
5. Test your trigger configuration by clicking the test button on the Properties Panel

2. Add Actions

1. Click the + button below your trigger
2. Select an integration and associated action from the Integrations View
3. Configure the action settings
4. Continue adding actions as needed

3. Add Logic (Optional)

1. Add conditions, loops, or other logic components where needed
2. Configure the logic settings
3. Connect actions to different branches or paths

4. Configure Data Mapping (Optional)

Data mapping allows you to use manipulate data from previous steps:

1. Select the appropriate data mapping integration (e.g., JSON, CSV)
2. Configure the desired action in the Properties Panel
3. Test the data mapping by clicking the test button on the Properties Panel
4. Ensure that the data flows correctly between steps

5. Code Execution (Optional)

1. Add Code integration and select the language. (NodeJS & GoLang supported)
2. Write your custom code in the editor
3. Test the code execution by clicking the test button on the Properties Panel

Workflow Controls

The toolbar provides several important controls for your workflow:

• Save: Saves the current state of your workflow
• Test: Runs the workflow with test data
• OFF/ON: Toggles the workflow’s active status
• Runs: View past executions of this workflow
• Settings: Configure workflow-level settings
• Version History: View previous versions of the workflow

Advanced Features

Using Environment Variables

Environment variables allow you to store sensitive information or reusable values:

1. Go to Settings > Environment Variables
2. Create variables for API keys, URLs, or other config values
3. Reference these in your workflow using {{env.VARIABLE_NAME}}

Debugging Tools

Troubleshoot your workflows with these tools:

• Test Mode: Test individual actions or the entire workflow
• Execution Logs: View detailed logs of each workflow run
• Visual Inspector: Examine data at each step of the workflow with an interactive visual of the workflow execution

Next Steps

Now that you’re familiar with the Workflow Builder, explore these resources: