Creating Your First Workflow

Step-by-step guide to creating your first automation workflow in Spojit.

Overview

A workflow is a visual definition of an automation. You assemble it on a canvas by dragging nodes from the palette, connecting them with edges, and configuring each node's settings. Spojit stores both the visual layout and an executable definition; when you click Run, the executable definition is sent to the workflow runner.

Every workflow begins with a Trigger node and grows from there. For a first workflow, a Manual trigger plus a single Connector node is the fastest way to confirm the end-to-end loop works: design, save, run, inspect results.

Before You Start

• An active Spojit workspace.
• At least one Connection added on the Connections page (the workflow needs a real connector instance to call).

Steps

1. Open Workflows from the left sidebar and click + New Workflow.
2. Give the workflow a name (for example, "My First Workflow"), optionally add a description, and click Create. Spojit opens the designer with an empty canvas and a default Trigger node.
3. Click the Trigger node, pick Manual as the trigger type, and close the properties panel. Manual triggers fire when you click Run, which is ideal for testing.
4. Drag a Connector node from the palette onto the canvas. Connect the Trigger's output handle to the Connector's input handle.
5. Click the Connector node. Choose a connection, choose a tool, and fill in any required inputs. Use {{ trigger.field }} handlebars syntax to reference data from the Trigger node.
6. Click Save in the toolbar. The canvas state and executable definition are persisted to your workspace.
7. Click Run. Nodes light up as they execute - blue while running, green on success, red on error. Click any completed node to inspect its output.

Tips

• Save frequently. The designer doesn't auto-save while you're editing.
• Use the AI chat sidebar in the designer - it can see your canvas and will add or wire nodes for you.
• Start with Manual triggers while you iterate, then swap to Schedule, Webhook, or Email once the logic is right.
• Give each node a short, descriptive label - it makes execution logs easier to scan later.

Common Pitfalls

• Forgetting to connect nodes. Unconnected nodes are skipped at runtime and won't show output.
• Referencing a variable that doesn't exist yet. Variables are only available from upstream steps - check the variable picker.
• Selecting a Connector tool before choosing the Connection. The tool list is populated from the chosen connection.
• Clicking Run before Save. Spojit runs the saved definition, not the unsaved canvas state.

Related Articles

• Running Your First Workflow
• Understanding Execution Logs
• Overview of the Workflow Designer
• Adding and Connecting Nodes
• Adding a New Connection

Learn More

• Workflow editor documentation