Build a workflow on the canvas
Add steps, insert them anywhere, and keep the layout tidy.
Prefer to watch? Here’s the full walkthrough.
Add your first steps
- 1 Create a workflow, then click the "+" on the canvas to add a step.
- 2 Search the step menu and pick a type — Send email, Pause/Wait, or Exit condition.
- 3 Add a "+" between two cards to insert a step in the middle; the flow rewires automatically.
- 4 Use Reset layout anytime to space the cards out cleanly.
Work comfortably
Good to know
- Turn on auto-save in preferences, or save manually — an "unsaved changes" warning protects your work.
- Use focus (fullscreen) mode for distraction-free editing, or expand mode to edit and preview side by side.
- Set the canvas to flow left-to-right or top-to-bottom, per workflow.
Didn’t find what you need?
Search the help center or reach out — we’re glad to help.