Visual Workflow Builder

The Visual Workflow Builder lets you create sophisticated automations by connecting nodes on a canvas. Chain triggers, conditions, and actions together to build workflows that match your exact needs.

When to Use the Workflow Builder

Use the Workflow Builder when you need:

• Multiple conditions — Check several criteria before taking action
• Branching logic — Different actions based on different conditions
• Chained actions — Execute multiple actions in sequence
• Complex matching — Combine AND/OR logic for keyword matching

For simple rules, Quick Rules are faster to set up.

The Canvas

The Workflow Builder uses a visual canvas where you:

1. Drag nodes from the palette onto the canvas
2. Connect nodes by dragging from output handles to input handles
3. Configure nodes by clicking to open settings
4. Save and activate when your workflow is ready

Node Types

Trigger Nodes (Start)

Every workflow starts with a trigger node. Available triggers:

Condition Nodes (Logic)

Condition nodes add decision points to your workflow:

Condition nodes have two outputs:

• Yes — Condition matched
• No — Condition didn't match

Action Nodes (Do Something)

Action nodes execute operations:

Building a Workflow

Step 1: Create a New Workflow

1. Go to Automations in your dashboard
2. Click Workflows tab
3. Click New Workflow
4. Enter a name and optional description

Step 2: Add a Trigger

1. Drag a trigger node from the left palette onto the canvas
2. Click the node to configure it
3. Set any trigger-specific options (e.g., platform filter)

Step 3: Add Conditions (Optional)

1. Drag a condition node onto the canvas
2. Connect the trigger's output to the condition's input
3. Configure the condition (keywords, regex, etc.)

Step 4: Add Actions

1. Drag an action node onto the canvas
2. Connect to a trigger or condition output
3. Configure the action (reply text, etc.)

Step 5: Save and Activate

1. Click Save to save your workflow
2. Toggle Enabled to activate it
3. Your workflow will now execute when triggered

Example Workflows

Spam Filter with Warning

[Comment Received]
        ↓
[Text Contains: "spam", "DM me"]
    ↓ Yes              ↓ No
[Hide Comment]     (end)
        ↓
[Reply: "This comment was hidden for spam."]

FAQ Router

[Comment Received]
        ↓
[Text Contains: "price", "cost"]
    ↓ Yes              ↓ No
[Reply: Pricing...]  [Text Contains: "support", "help"]
                          ↓ Yes              ↓ No
                     [Reply: Support...]    (end)

VIP Mention Alert

[Mention Received]
        ↓
[Author Filter: VIP list]
    ↓ Yes              ↓ No
[Send DM: "Thanks!"]  (end)

Connecting Nodes

Creating Connections

1. Hover over a node's output handle (small circle on the right)
2. Click and drag to another node's input handle
3. Release to create the connection

Removing Connections

1. Click on the connection line
2. Press Delete or Backspace
3. Or right-click and select Delete Connection

Connection Rules

• Triggers can only be at the start
• Each node can have multiple outputs connected
• Conditions have "Yes" and "No" output handles
• Actions can chain to other actions

Configuring Nodes

Click any node to open its configuration panel:

Trigger Configuration

• Platforms — Filter to specific platforms (optional)
• Channels — Filter to specific channels (optional)

Condition Configuration

• Keywords — Words or phrases to match
• Match type — Contains, exact, starts with, regex
• Case sensitive — Whether to match case

Action Configuration

• Reply text — Message to post as reply
• DM text — Message to send as DM
• Variables — Insert dynamic content (see below)

Using Variables

Insert dynamic content into replies using variables:

Example reply:

Hi {{author.name}}! Thanks for your comment. Check out our FAQ for more info.

Keyboard Shortcuts

Best Practices

Keep It Simple

Start with simple workflows and add complexity as needed. Complex workflows are harder to debug.

Test Before Activating

Use the Testing feature to verify your workflow works correctly before enabling it.

Name Nodes Clearly

Give your nodes descriptive names so you can understand the workflow at a glance.

Document Your Logic

Add a description to your workflow explaining what it does and why.

Monitor Performance

Check Execution History to see how your workflows are performing.

Troubleshooting

Workflow Not Triggering

• Check that the workflow is Enabled
• Verify the trigger matches the event type
• Check platform filters aren't too restrictive

Conditions Always Fail

• Test your keywords manually
• Check for typos in conditions
• Verify regex patterns are valid

Actions Not Executing

• Check platform support for the action
• Verify your channel has proper permissions
• Check execution history for error details