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Step 1: Open the Workflow Builder

  1. Go to Agents in the left navigation sidebar.
  2. Select + Create on the top right of the screen.
  3. In the dropdown menu, select Workflows > + New Workflow.
The Workflow Builder opens to a blank canvas.

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Step 2: Configure your inputs

Every Workflow begins with a Start block where you configure Workflow inputs. Inputs are the values you supply each time the Workflow runs: a keyword, a topic, a URL, and so on. Select the Start block to open its settings. Add each input you need, give it a clear label (for example, target_keyword or article_url), choose a type (text, number, list, date range, and so on), and indicate whether it’s required. These labels become the variable names you’ll reference in later steps.

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Step 3: Build your pipeline

Add nodes by clicking + on the canvas or dragging nodes from the left sidebar. Each node has a settings panel that opens on the right: configure inputs, reference variables from earlier steps, and label the output so it’s available to subsequent nodes. Common starting patterns: Add Conditionals to branch your workflow based on variable values. Add Iterations to loop a sequence of steps over every item in a list.

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Step 4: Test, publish, and run

New Workflows start as drafts. Before publishing, run a test by supplying sample inputs. Each step’s output will be visible so you can verify the pipeline behaves as expected. When the Workflow is ready, click Publish to make it live. You can then run it manually, trigger it on a schedule, or supply a spreadsheet of inputs via Sheets to process multiple items at once.