Overview of the Workflow Designer
Get to know the visual workflow designer - your main tool for building automations in Spojit.
Overview
The workflow designer is the visual canvas where you build, configure, and test automations in Spojit. You compose a workflow by adding nodes for each step (triggers, connector calls, transforms, decisions, loops, approvals) and wiring them together so data flows from one to the next.
The designer is the source of truth for a workflow. When you save, Spojit converts the visual graph into an executable definition that the workflow engine runs. The same canvas is also what you see when you open an existing workflow, including ones generated or edited via the AI chat assistant.
Designer Layout
- Canvas - The central area where nodes live. Pan by clicking and dragging the background, zoom with the scroll wheel or the on-canvas zoom controls, and use the minimap to navigate large workflows.
- Node Palette - The left-hand panel listing every node type (Trigger, Connector, Transform, Condition, Loop, Parallel, Human, Knowledge, Send Email, Subworkflow, Response). Drag any type onto the canvas to add it.
- Properties Panel - Slides out on the right when a node is selected. This is where you configure the selected node (pick a trigger type, choose a connection, write a prompt, define a condition, and so on).
- Toolbar - Across the top. Holds Save, Run, version history, and workflow-level settings.
Working on the Canvas
- Add a node - Drag from the palette, or drag from an existing node's output handle into empty space to add a connected node.
- Connect nodes - Drag from an output handle on the source node to an input handle on the target node.
- Select - Click a node to open its properties panel. Hold
Shiftand click to select multiple nodes. - Delete - Select a node or connection and press
Delete. - Undo / redo -
Ctrl+ZandCtrl+Shift+Z(or the Mac equivalents).
Saving, Running, and Versioning
Click Save to persist your changes. Spojit stores both the visual canvas state and the generated executable definition, so reopening the workflow restores the exact layout you left.
Click Run to execute the workflow with the current saved state. Each node updates in real time as it runs, and the execution log opens automatically so you can inspect inputs, outputs, and errors per step.
Tips
- Lay the workflow out left-to-right or top-to-bottom. Mixed directions get hard to follow once there are more than a handful of nodes.
- Name nodes descriptively. Downstream nodes reference upstream output by node name (
{{ stepName.field }}), so good names make templates readable. - Use the AI chat assistant when you are stuck. It has full visibility into the current canvas and can add or rewire nodes for you.
- Save before running. Run uses the saved state, not unsaved canvas edits.
Common Pitfalls
- Forgetting to save - Closing the tab discards unsaved canvas changes.
- Disconnected branches - Nodes with no incoming connection from the trigger never execute.
- Wrong connection on branching nodes - Condition / Loop / Parallel have multiple labelled outputs. Wiring the wrong handle silently sends data down the wrong path.
- Editing a running workflow - Saves only affect future executions. Currently running executions continue with the version they started on.
Related Articles
- Adding and Connecting Nodes
- Working with the Canvas
- Working with Variables and Templates
- Creating Your First Workflow
- Using the AI Chat Assistant