Flows

Creating and editing Flows

Build AI workflows by creating Flows and adding steps that execute in sequence.

Create a Flow

  1. In the sidebar, click Flows

  2. Click Create Flow

  3. In the Create New Flow panel, choose one of three options:

    • Start from scratch — Begin with an empty canvas

    • Use an example — Pick a template (e.g., summarization, extraction)

    • Import flow — Upload a JSON file exported from another Flow

  4. You are taken to the Flow editor. Enter or edit the Flow name at the top and optionally add a description

  5. The editor shows an empty canvas (or template steps if you chose an example). Add steps to build your workflow

Flows can also be created from a Product when adding a Capability—the editor is the same.

Add steps

  1. Click Add Step

  2. Select a step type (e.g., Prompt)

  3. Configure the step:

    • Name: Descriptive label like "Generate summary"

    • Output variable: The variable name other steps will use to reference this step's output (e.g., summary_result)

    • Model: Select an AI model (GPT-4o, Claude, etc.)

    • Prompt: Write your prompt, using {{input}} to reference Flow input

  4. The step appears on the canvas. Add more steps to build your workflow

Connect steps

Steps execute in the order shown in the left sidebar (top to bottom). Reference earlier steps using the output variable you set for each step, for example {{fetch_result}} or {{summary}}. System and record variables (e.g., {{_record.metadata.field}}) are also available—see Flow variables and templates for details.

The Flow editor shows connections automatically based on variable references.

Reorder steps

Drag steps in the left sidebar step list to reorder them. The execution sequence follows the order in the sidebar (top to bottom).

Edit a step

  1. Click the step on the canvas (or in the left sidebar) to select it

  2. Update its configuration in the step card/panel

  3. Click Save in the top toolbar to save the Flow

Delete a step

  1. Click the step on the canvas or in the left sidebar to select it

  2. Click the trash icon on the step or press Delete (or Backspace)

  3. Confirm deletion if prompted

Deleting a step breaks any later steps that reference it. Update variable references after deleting steps.

Test your Flow

  1. Click Run (play icon) in the top toolbar

  2. In the Run Flow sheet, ensure Test is selected (or choose Chat, Batch, Eval, or History as needed)

  3. Enter test input (e.g., variables or messages) in the sheet

  4. Run the Flow from the sheet. Results and step-by-step execution appear in the sheet—input, output, and execution time per step. Click a step to see full details

Save and publish

Save your work with Save (or Create for a new Flow) in the top toolbar. If you have unsaved changes, save before publishing.

To make the Flow the live version for Products:

  1. Optionally click Save to save the draft

  2. Open the Save dropdown (chevron next to Save)

  3. Click Publish (or Save & Publish if you have unsaved changes). The Flow is promoted as the live version

Use View versions in the same dropdown to see history or roll back.

Published versions are immutable—further edits create a new draft. See Flow versioning and publishing for details.

Error handling and variables

Variables: When you run the Flow (Run Flow sheet), you can supply values for template variables (e.g., for Test mode). See Flow variables and templates for how to use variables in prompts and steps.

Error handling: Each step can be configured to continue on error, stop on error, or use fallbacks (e.g., retry or alternate model) via the step's configuration. Configure error handling per step in the step card or error-handling modal.

Next steps

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