🎨Visual Workflow Builder Guide
Create Powerful AI Automations with Drag-and-Drop Simplicity
AgenticFlow's Visual Workflow Builder transforms complex AI operations into simple, visual processes. No coding required—just drag, drop, and connect to build sophisticated automations.
🖼️ Understanding the Workflow Interface
Main Canvas
The workflow canvas is your creative workspace where you build automations:
Infinite Canvas: Zoom and pan to organize complex workflows
Grid Snapping: Nodes automatically align for clean, professional layouts
Visual Connections: See data flow between components with colored connection lines
Real-Time Preview: Watch data move through your workflow as you build
Node Library Panel
Browse and search through 80+ workflow components:
Categories: Organized by AI Models, Integrations, Logic, Data, and Communications
Search Function: Quickly find specific tools and services
Drag-to-Add: Simply drag nodes from the library onto your canvas
Node Descriptions: Hover to see what each component does
Properties Panel
Configure each node's settings and behavior:
Input Fields: Set parameters, API keys, and configuration options
Dynamic Values: Reference data from previous nodes in your workflow
Validation: Real-time error checking ensures valid configurations
Help Text: Inline guidance for each setting
🔧 Building Your First Workflow
Step 1: Start with a Trigger
Every workflow begins with a trigger that starts the automation:
Manual Trigger
Purpose: Run workflows on-demand with a button click
Use Cases: Testing, one-time processing, manual data operations
Setup: Simply drag the "Manual Trigger" node onto your canvas
Scheduled Trigger
Purpose: Run workflows automatically at specific times
Options: Hourly, daily, weekly, monthly, or custom cron schedules
Setup: Configure time zones and schedule patterns through the visual interface
Webhook Trigger
Purpose: Start workflows from external applications
Integration: Connect with websites, forms, and third-party services
Setup: AgenticFlow provides a unique URL for each webhook trigger
Step 2: Add Processing Nodes
AI Model Nodes
Transform data with the power of artificial intelligence:
Text Generation (GPT-4, Claude, Gemini)
Configuration:
Select your preferred AI model from the dropdown
Set temperature (creativity level) with a visual slider
Define max tokens (response length)
Input your prompt in the text editor
Dynamic Inputs: Reference data from previous nodes using
{{node_name.output}}Advanced Settings: Control response format, stop sequences, and model parameters
Image Generation (DALL-E, Midjourney, Stable Diffusion)
Visual Prompt Builder:
Enter your image description
Set style parameters with dropdown menus
Adjust dimensions using preset ratios or custom values
Control quality settings with visual sliders
Output Formats: Choose PNG, JPEG, or WebP
Batch Processing: Generate multiple variations simultaneously
Document Analysis (OCR, PDF Processing)
File Input: Upload documents or reference files from previous nodes
Processing Options: Extract text, analyze content, or extract specific data
Output Configuration: Choose between raw text, structured data, or summaries
Logic and Control Nodes
Conditional (If/Then/Else)
Visual Condition Builder:
Choose comparison operators from dropdowns
Set values using input fields or dynamic references
Preview condition results in real-time
Multiple Paths: Create complex decision trees with visual branching
Data Types: Handle text, numbers, dates, and boolean values
Loop (Repeat Operations)
Loop Types:
Fixed Count: Repeat a specific number of times
Array Processing: Process each item in a list
Conditional: Continue until a condition is met
Visual Configuration: Set parameters using forms and sliders
Nested Loops: Create loops within loops for complex processing
Wait/Delay
Timing Options: Seconds, minutes, hours, or days
Dynamic Delays: Calculate wait times based on previous node outputs
Visual Timeline: See when delayed actions will execute
Data Transformation Nodes
JSON Parser
Visual Data Explorer: Browse JSON structure with an expandable tree view
Path Builder: Click to select data paths instead of typing them
Preview: See extracted data in real-time
Error Handling: Visual indicators show parsing issues
Text Processor
Operations Menu: Choose from replace, split, join, format, and more
Pattern Matching: Visual regex builder for complex text operations
Live Preview: See text transformations as you configure them
Data Filter
Condition Builder: Create filtering rules using visual forms
Multiple Criteria: Combine conditions with AND/OR logic
Preview Results: See filtered data before workflow execution
Integration Nodes
Database Operations (MySQL, PostgreSQL, MongoDB)
Connection Setup: Secure credential storage with encrypted fields
Query Builder: Visual interface for creating database queries
Table Browser: Explore database structure without leaving AgenticFlow
Result Preview: See query results in formatted tables
API Calls (HTTP, REST, GraphQL)
Request Builder:
Select HTTP method from dropdown (GET, POST, PUT, DELETE)
Add headers using key-value form pairs
Format request body with JSON editor
Test requests before saving
Authentication: Support for API keys, OAuth, and custom auth
Response Handling: Parse and extract data from API responses
File Operations
Cloud Storage: Connect to Google Drive, Dropbox, OneDrive, Amazon S3
File Actions: Upload, download, move, copy, delete
Format Support: Handle documents, images, videos, and data files
Batch Operations: Process multiple files simultaneously
Step 3: Connect Your Nodes
Visual Connection System
Drag to Connect: Click and drag from output ports to input ports
Smart Routing: Connections automatically route around other nodes
Color Coding: Different data types use distinct colors (text=blue, files=green, etc.)
Connection Labels: Hover to see data type and validation status
Data Flow Visualization
Real-Time Data: See actual data values flowing through connections during testing
Error Indicators: Red connections highlight data type mismatches or errors
Success Paths: Green connections show successful data flow
Branch Visualization: See which conditional paths are taken
Step 4: Configure Node Settings
Dynamic Configuration
Every node's settings can reference data from previous nodes:
Variable Reference: Type
{{to see available data from previous nodesAuto-Complete: Intelligent suggestions for available data fields
Data Type Matching: Visual indicators show compatible data types
Validation: Real-time checking ensures valid references
Advanced Settings
Error Handling: Configure what happens when nodes fail
Timeout Settings: Set maximum execution time for each operation
Retry Logic: Automatically retry failed operations with backoff
Conditional Execution: Run nodes only when certain conditions are met
🎯 Node Categories and Use Cases
🤖 AI Model Nodes
Text Processing
GPT-4 Turbo: Best for complex reasoning and long-form content
Claude Sonnet: Excellent for analysis and structured outputs
Gemini Pro: Great for multimodal tasks and code generation
Llama 3: Open-source option with strong performance
Image & Video
DALL-E 3: High-quality image generation from text prompts
Midjourney: Artistic and stylized image creation
Stable Diffusion: Customizable image generation with fine control
RunwayML: Video generation and editing capabilities
Audio Processing
ElevenLabs: Natural text-to-speech in multiple voices
OpenAI Whisper: Accurate speech-to-text transcription
Murf: Professional voice synthesis for presentations
AudioCraft: Music and sound effect generation
🔗 Integration Nodes
Communication
Email (Gmail, Outlook): Send personalized emails and newsletters
SMS (Twilio, Vonage): Bulk messaging and notifications
Slack/Discord: Team communications and bot integrations
Social Media: Post to Twitter, LinkedIn, Facebook, Instagram
Data Sources
Spreadsheets (Google Sheets, Excel): Read and write tabular data
Databases: Connect to SQL and NoSQL databases
CRM Systems: Integrate with Salesforce, HubSpot, Pipedrive
E-commerce: Shopify, WooCommerce, BigCommerce integration
File Management
Cloud Storage: Google Drive, Dropbox, OneDrive, Box
Document Processing: PDFs, Word docs, presentations
Media Files: Images, videos, audio processing
Backup & Archive: Automated file organization and storage
⚡ Logic & Control Nodes
Flow Control
Conditional Logic: If/then/else decision making
Loops & Iteration: Process lists and arrays
Parallel Processing: Run multiple operations simultaneously
Error Handling: Catch and handle failures gracefully
Data Operations
Transform: Convert data between formats (JSON, CSV, XML)
Filter: Remove unwanted data based on criteria
Aggregate: Sum, count, average, and group data
Validate: Check data quality and format compliance
🚀 Building Common Workflows
Content Creation Workflow
Trigger: Scheduled daily at 9 AM
Data Source: Fetch trending topics from RSS feeds
AI Generation: Create article outlines using GPT-4
Content Creation: Generate full articles with Claude
Image Generation: Create featured images with DALL-E
Publishing: Post to WordPress and share on social media
Customer Support Automation
Trigger: New support ticket webhook
Text Analysis: Classify ticket urgency and category
Knowledge Search: Find relevant help articles
AI Response: Generate personalized reply with GPT-4
Human Review: Send for approval if confidence is low
Response Delivery: Reply to customer automatically
Data Processing Pipeline
Trigger: New file uploaded to cloud storage
File Processing: Extract text from documents
AI Analysis: Analyze sentiment and extract key information
Data Transformation: Convert to structured format
Database Storage: Save processed data
Notification: Alert team members of completion
Social Media Management
Trigger: Weekly schedule
Content Planning: Generate post ideas based on trending topics
Visual Creation: Create engaging graphics
Copy Generation: Write platform-specific captions
Scheduling: Queue posts for optimal timing
Analytics: Track performance and adjust strategy
📊 Testing and Monitoring
Workflow Testing
Test Mode: Run workflows with sample data before going live
Step-by-Step Debugging: Execute nodes one at a time to identify issues
Data Inspector: View actual data values at each step
Error Simulation: Test error handling with invalid inputs
Execution Monitoring
Live Dashboard: Watch workflows execute in real-time
Execution History: Review past runs with detailed logs
Performance Metrics: See execution times and resource usage
Error Alerts: Get notified when workflows fail
Optimization Tips
Parallel Processing: Run independent operations simultaneously
Batch Operations: Process multiple items together when possible
Caching: Store frequently used data to reduce API calls
Error Recovery: Implement retry logic for transient failures
🎨 Best Practices for Visual Workflows
Organization and Clarity
Consistent Spacing: Align nodes in a logical flow from left to right
Grouping: Use visual spacing to group related operations
Naming: Give descriptive names to nodes and connections
Comments: Add notes to explain complex logic
Performance Optimization
Efficient Connections: Minimize the number of API calls
Batch Processing: Group similar operations together
Conditional Logic: Skip unnecessary operations when possible
Resource Management: Set appropriate timeouts and limits
Error Handling
Graceful Failures: Handle errors without stopping the entire workflow
Logging: Capture detailed error information for debugging
Fallback Options: Provide alternative paths when operations fail
User Notifications: Alert stakeholders of critical failures
Security Considerations
Secure Credentials: Store API keys and secrets securely
Data Validation: Verify input data before processing
Access Controls: Limit who can modify sensitive workflows
Audit Trails: Track changes to workflows and configurations
🌟 Advanced Features
Workflow Templates
Industry Templates: Pre-built workflows for common use cases
Custom Templates: Save your workflows as reusable templates
Template Marketplace: Share and discover community templates
Version Control: Track changes and revert to previous versions
Collaboration
Team Workspaces: Share workflows with team members
Permission Management: Control who can view and edit workflows
Comments and Reviews: Collaborate on workflow improvements
Real-Time Editing: Work together on workflows simultaneously
Enterprise Features
High Availability: Redundant infrastructure for mission-critical workflows
Scaling: Handle thousands of concurrent executions
Compliance: SOC 2, GDPR, and industry-specific compliance
Custom Integrations: Build your own nodes and integrations
The Visual Workflow Builder makes AI automation accessible to everyone. Start simple with basic automations, then expand to complex multi-step processes as you become more comfortable with the platform. The visual interface ensures you always understand exactly what your automations are doing, making it easy to maintain and modify them as your needs evolve.
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