In order to control what happens before, during and after your workflow runs you must understand how to edit the steps within it. There 3 types of steps you need to be aware of, those are the Start, Action and End steps. Every workflow will ALWAYS have a Start and End step, you can leave these blank if they don’t suit your needs.
Creating a step
You have 2 ways of creating a new step, either from the placeholder step which looks like this:
Or by clicking on the plus button that links each step to each other, this will insert a new step in between the steps you clicked the button on. In this example you can insert either between the start step and the OpenAI step, or between the OpenAI step and the End step.
It will then open up this modal, where you can search through and select the action you want to use. The type of actions we offer currently are: AI powered such as OpenAI’s GPT, Integrations such as Slack, and our own custom Utilities such as Web-scraping and Custom HTTP request actions.
There are lots of different ways to connect each one of these together, we will always be adding more to the roster, so make sure you check in once in a while to see which new actions we have added!
Hint: If there is an action type we don’t support but you’d like it to be here, be sure to click on the help button and send us a request with the title, “Request for new Action Step”.
The Step Menu
When you click on the 3 dots on the right side of the step, it will open up a menu. This menu gives you handy utilities to move the step up or down from it’s current position, or delete it.
Types of Steps
There are three types of steps per workflow:
- Start step (There is always 1 Start step on every workflow) - This type of step allows you to configure the the inputs that will go into your workflow before starting, for example; Let’s say you’re generating a blog, you can define a
topicinput, which you can pass in before starting your workflow to allow any Action step or the End step to reference when running.
- Action step - This step type is where the logic of your workflow will run, you can select from a lot of different actions such as sending a message to slack, generating a summary using AI or even generating an Image based on the description you give it. The magic happens when you chain multiple action steps together to do powerful things, if you need some inspiration take a look at our templates which will already have useful chains of actions such as: SEO Content Generator.
- End step - The end step is a way for you to configure what the output of your workflow will look like, for example; Let’s say you used the SEO Content Generator, when all of the logic finishes you would like to view what the blog would look like in a real website. To do this you would create an output type of Markdown and reference where the data came from by using Variables.
Configuring the Start step
Each workflow will have one start step at the top of the workflow. This serves as a place to define the inputs you expect your workflow to use. When you create a fresh workflow, the start step will be empty at first.
Let’s add an action step that will reference a variable from the start node. First we will create a new input by clicking on the Add Input button on the top right. We will call it
topic which we will use later to tell the AI which topic we want it to tell us a joke about. Let’s create one with a type of
Short Text, a Label of
topic and a default value of
spongebob and let’s set it to be
required , then we click add.
Now we can see on the right, that we have our new input defined.
Let’s now create an action step that will reference this new input from the start step, using a Variable. In the image below you will see that we added a new action step “GPT-4 Turbo”, and we are telling the AI to
Tell me a joke about topic, you can see topic is highlighted green since it’s a Variable.
So now when we Publish this and run it, we will see this new input in the form and we can fill it out now and it will be passed in to the workflow.
Configuring an Action step
Each action step that you add will have it’s own set of fields to fill out that are unique to that type, but don’t worry there’s no code you have to write. For example: Here we have added an OpenAI GPT-4 Turbo step. It is asking us for the model to use, don’t worry if you don’t know which one to pick, just leave the default one selected. For this purpose we are using the latest model they offer, then we need to configure the messages that will be sent to the AI, so that it can respond based on that. As you can see the default value set is “Tell me a joke about AI”, this will tell the AI what to do.
Every change is autosaved 1 second after you stop typing, so don’t worry, your changes will always be saved!
Feedback is appreciated: If you feel some of this is confusing, please let us know by clicking on the Help button and setting the title to “Confusing UX” then in the description state what you are talking about and why it’s confusing, it will be helpful if you attach some screenshots too.
Configuring the End Step
Similar to the Start step, there will always be an end step as part of the workflow at the end of it. Let’s configure one to show you how to use it. So let’s use the same example we used for the Start step, but let’s change what the AI does to generate a blog post using markdown.
So now that we know this action step will output markdown, we can tell the End node to display the output of this step as markdown. First let’s click on the End node, click on Add Output on the top right, let’s select a type of
Markdown , let’s label it
Blog Post and the value will be a Variable.
Now after we save and Publish our changes, we can run this workflow and see the output in markdown.
When you click on the toggle next to each field you’re editing you can change that field type from normal to a variable field, which will allow you to pass in values from other steps or from the Start step.
Note: Field types that are already of text type, will already have autocomplete enabled by default, so the switch won’t show up.
For more information on using variables within your steps see: Variables