Creating and Organizing Workflows

Learn how to create new workflows and keep them organized.

Overview

A workflow in Spojit is a saved graph of nodes that runs end to end when a trigger fires. Creating one gives you a blank canvas in the designer; organizing them with folders, names, and descriptions is what keeps a growing workspace navigable as you add more automations.

Every workflow you create is scoped to the current workspace and visible to its creator by default. From the Workflows page you can create new workflows, drop them into folders, search by name or description, and sort by recent activity. The page is the main hub for everything that is not the canvas itself.

Before You Start

An active workspace with at least Editor permission.
A rough idea of the trigger and target system, so the workflow has a meaningful name from the start.

Creating a Workflow

Open Workflows from the sidebar.
Click + New Workflow. A dialog opens.
Enter a name and optional description.
Choose an existing folder from the dropdown or create a new one inline.
Click Create. Spojit opens the designer with an empty canvas, ready for you to drop a Trigger node.

Organizing with Folders

Folders group related workflows so the list stays scannable. Typical conventions are by team (Sales, Ops), by domain (E-commerce, Reporting), or by lifecycle (Draft, Production). You can move workflows between folders at any time from Settings -> General -> Folder, or by dragging in the workflow list.

Searching and Sorting

Search matches against name and description. Partial matches work.
Sort options include last updated, created date, and name. Last updated is the default and is usually the most useful.
Filter by folder by clicking a folder in the sidebar. Click again to clear.

Tips

Adopt a naming convention early (for example [Team] Verb - Target). It pays off once you pass 20 workflows.
Use folders for ownership boundaries, not for status. Use the enabled/disabled toggle to mark something as paused.
Drop a one-line description into every workflow at creation time. You will thank yourself when searching later.

Common Pitfalls

New workflows are only visible to the creator by default. Use Sharing to add teammates.
Creating a workflow does not create a trigger. An empty workflow will not run until you add and configure a Trigger node.
Folders are organizational only - moving a workflow does not change its webhook URL or schedule.