Workflow Builder

Configuring Nodes & Input Bindings

Every node on the canvas has two tabs in the right drawer: Configuration (the node's own settings) and Inputs (where the node's inputs come from).

Configuration

Configuration fields are static settings, an account ID, a schedule expression, an email template. They describe what the node does.

Inputs

Inputs are the data the node needs at runtime. Each input field has four possible sources:

  • Literal: a fixed value you type in.
  • Node output: pull from an upstream node (for example, the email address of a new contact).
  • Workflow input: data passed in when the workflow is triggered (especially for Manual Trigger and API Trigger).
  • Unbound: leave empty; the AI Agent may fill it in when the workflow runs.

Templates

Text inputs support templates. Wrap a variable in double curly braces to interpolate, for example, Hi {{ contact.firstName }}. You can mix literal text and bindings. The builder shows you a preview as you type.

Validation

The builder validates your draft in the background. Red outlines mean a node has a missing required input, a type mismatch, or a bad template. The toolbar shows how many issues remain and which node each belongs to.

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