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Creating Workflows

You build a workflow on a visual canvas: add blocks, connect them into a flow, and configure each one. This page covers the essentials.


The Editor

When you create or open a workflow, you land in the editor:

  • Canvas (center) — where your blocks live and connect
  • Side panel (right) — switches between Copilot and Toolbar (the block palette)
  • Title (top-left) — click it to rename the workflow
  • Canvas controls (bottom-left) — pan/select, undo, redo, fit to view

Workflow editor


Adding Blocks

There are a few ways to add a block:

  1. Drag a block from the palette (Toolbar tab) onto the canvas
  2. Click a block in the palette to drop it in the center
  3. Press Ctrl/Cmd + K to open block search, then pick one
  4. On an empty canvas, use New Agent (⌘⇧A) to add an AI agent quickly

Connecting Blocks

Drag from one block's connection point to another block to link them. The arrow shows the direction the flow runs. To remove a link, select it and press Delete.


Configuring a Block

Double-click a block (or open its details) to open the configuration view. It has three columns:

ColumnShows
InputThe data coming into this block
CenterThe block's settings
OutputThe result this block produces

Fill in the settings, rename the block if you like, and close the view. Some blocks hide advanced options behind a Show additional fields toggle.


Block Categories

Blocks are grouped in the palette:

CategoryWhat It DoesExamples
TriggersHow the workflow startsStart, Webhook, Chat Trigger, API Trigger
AIAI-powered stepsAgent, Router, Evaluator, Image/Video generation, Vision, Speech-to-Text, Text-to-Speech
LogicControl the flowCondition, Loops, Wait, Parallel, Function
DataWork with dataAPI request, Response, Variables, Table steps
ArketicArketic-native actionsKnowledge base search, document search, web search, create/update tasks, start a Blueprint, send notifications
IntegrationsExternal servicesSlack, Gmail, Notion, Google Sheets, and many more
NotesAdd comments on the canvasNote
tip

Start simple — a Trigger, one or two action blocks, and a Response. You can always add more later.


Naming and Saving

  • Rename the workflow — click the title at the top-left
  • Save — click Save in the side panel, or press Ctrl/Cmd + S

The Save button shows Saved when there's nothing new to save, and Saving… while it works.

:::info Coming soon Deploy (publishing a workflow) is on the way. For now, you run workflows directly — see Running Workflows. :::


Tips

  • Give blocks clear names — it makes runs and logs easier to read
  • Use Notes to explain tricky parts of the flow for teammates
  • Let the Copilot help — describe what you want and it builds the flow for you (see Copilot)