This guide walks you through creating a complete workflow from scratch: a form-triggered pipeline that processes user input through an AI agent and posts a summary to Slack.
Prerequisites
- Admin or editor access in your workspace
- A Slack connection configured under Integrations (or substitute any other integration for the example)
1. Create a New Workflow
- Open Workflows in the left sidebar
- Click New Workflow in the top right
- Give it a name, then click Create
The visual canvas opens with an empty trigger slot in the center.
2. Add a Trigger
Click the + placeholder on the canvas, or open the node picker with Space. Select a trigger type:
- Manual: start by clicking a button; good for testing
- Form: expose a public form to collect user input
- Scheduled: run on a cron schedule
- Webhook: trigger via HTTP POST
For this example, choose Form and add two fields: name (text) and request (textarea). Save the trigger.
You can only have one trigger per workflow. To accept input from multiple sources, build separate workflows and call a shared subworkflow from each.
3. Connect an AI Agent Node
Click the + handle below the trigger node to open the node picker. Under Agent, select AI Agent.
Configure the agent:
- Model: select your preferred model (e.g. Claude Sonnet)
- Task: describe what the agent should do. Reference the form outputs:
Review the following request from {{trigger.outputs.name}} and draft a concise summary with recommended next steps:
{{trigger.outputs.request}}
Leave System Prompt blank for now. Click Save.
4. Connect an Integration Action
Click + below the agent node. Under Integrations → Slack, pick Send Message.
- Connection: select your Slack connection
- Channel: choose or type a channel name
- Message: compose the message using the agent's output:
New request from {{trigger.outputs.name}}:
{{agent1.outputs.result}}
Save the node.
5. Test the Workflow
Click Test in the top toolbar. The test panel opens on the right.
- For Form triggers: fill in the test form fields and click Run Test
- For Webhook triggers: send a sample JSON payload to the shown URL
The canvas shows each node's live status (pending → running → completed). Click any node to inspect its inputs and outputs.
Test runs consume real credits if AI nodes are involved. Use Pinned Data on expensive nodes to replay a cached output during repeated testing.
6. Publish the Workflow
Once the test passes, click Deploy (or Activate) in the top right.
- Form workflows: a shareable public URL is generated. Share it with users to collect submissions.
- Webhook workflows: the production webhook URL is shown. Point your external system to this URL.
- Scheduled workflows: the cron schedule activates immediately.
- Manual workflows: a Run button appears on the workflow page.
7. Monitor Runs
Open the Runs tab (or the history panel) to see every execution. Each row shows:
- Trigger time and duration
- Overall status (completed / failed)
- Estimated cost
- Link to the full execution log with per-node details