Workflows

Workflows automate the repetitive jobs you'd otherwise do by hand — importing products from a spreadsheet, syncing inventory from a supplier feed, pulling orders from a partner, or emailing you a reminder on a schedule. A workflow is a sequence of steps that runs on a trigger. Start from a ready-made template, or build your own from scratch on the canvas.

Concepts

• How workflows work — triggers, nodes, and the draft-to-active lifecycle.

Build Workflows

Create a workflow from a template or from scratch, read channel order fields, store credentials, and review run history. Start at Build Workflows.

• Create a workflow from a template — scaffold a workflow and publish it, no canvas editing required.
• Build a workflow from scratch — add a trigger, chain and configure nodes, then publish.
• Use the sales channel order in a workflow — read Shopify tags, note attributes and other channel-only fields in conditions.
• Store credentials for workflows — save the FTP logins, API keys, and Google accounts your steps use.
• Review a workflow's run history — see every run, what each step did, and why a run failed.
• Workflow templates reference — the ready-made templates and what each does.

Record Automations

Run a workflow by hand on the supplier, product, order or customer you're looking at, and hand work to a script or AI agent on your own machine. Start at Record Automations.

• Add an automation to a record — a one-click action in the record's Automate menu, with the questions it asks.
• Run an automation on a record — from the menu, a header button or a list selection, and follow each run.
• Run a script or AI agent on your own machine — Agent Runners, and when to use one instead of a webhook.

Workflow Examples

Worked workflows you can copy as they are, or use as a pattern for your own. Start at Workflow Examples.

• Get an email reminder about unsubmitted purchase orders — a scheduled reminder, built end to end.
• Route orders to the right warehouse automatically — let a workflow pick where each order ships from.
• Add an insert to every order with a workflow — put a thank-you card or free sample on each order before it ships.