# The Workflow Builder The workflow builder is a drag-and-drop canvas where you design automations\ by connecting components together. Each component does one job - trigger an\ event, take an action, process data, or make a decision. No code. No complexity. Just logic. ### The Canvas When you open a new workflow, you land on a blank canvas. The left sidebar\ shows all available components. The right panel (Inspector) lets you\ configure whichever component you have selected. Think of the canvas as your whiteboard - you drag components onto it and\ draw connections between them to define the flow of data. {% hint style="info" %} 💡 To start a new workflow, go to Automations → click "New Flow" in the\ top right corner. {% endhint %} ### Your Building Blocks All components are organised into four categories in the left sidebar. ### AI | Component | What It Does | | ----------------------- | -------------------------------------------------------------- | | **i10x AI Core Module** | Access all i10x LLMs inside any workflow. No API key required. | | **Agent Tools** | Extend AI agents with tools like web search or data lookup. | ### MCP Servers Connect to MCP-compatible services like Google Maps, Perplexity, and\ custom HTTP endpoints for advanced integrations. ### Utilities | Component | What It Does | | -------------- | ---------------------------------------------- | | **Controls** | Add if/else logic, branching and loops | | **Filters** | Only pass data that meets your conditions | | **Converters** | Transform data between formats | | **HTTP** | Call any external API | | **Storage** | Store and retrieve values across workflow runs | | **Forms** | Trigger a workflow from a form submission | | **Email** | Send emails directly from a workflow | | **RSS** | Monitor any RSS feed for new content | | **Subflows** | Reuse workflows inside other workflows | ### Applications | Category | Apps | | -------------------- | ---------------------------------------------------------------------- | | **Productivity** | Notion, Airtable, Google Sheets, Google Docs, ClickUp, Asana, Evernote | | **Communication** | Slack, Discord, Gmail | | **CRM & Sales** | HubSpot, Salesforce | | **Social & Content** | Facebook, Facebook Business, Canva | | **Dev & Data** | GitHub, Amazon S3, Google BigQuery, HTTP | | **E-commerce** | BigCommerce, Stripe, Shopify | | **AI & Voice** | ElevenLabs, OpenAI, Google Gemini | | **Files & Storage** | Dropbox, Google Drive, Amazon S3 | | **Scheduling** | Calendly, Google Calendar | ### How to Build a Workflow - Step by Step Here's how to build a workflow from scratch. We'll use a real example:\ "Every morning, get today's top AI news and send a summary to Slack." #### Step 1 - Add a Trigger Every workflow starts with a trigger - the event that kicks everything off.\ Search for a trigger component in the left sidebar and drag it onto the canvas. Common triggers: • Scheduler - runs the workflow at a set time or interval (e.g. every day at 8am)\ • Webhook - fires when an external service sends data to a URL\ • RSS - fires when a new item appears in an RSS feed\ • App trigger - fires when something happens in a connected app\ (e.g. new row in Google Sheets, new email in Gmail) {% hint style="info" %} 💡 For our example: drag a Scheduler component onto the canvas.\ In the Inspector, set it to run every day at 08:00. {% endhint %} #### Step 2 - Add an Action Now drag the next component onto the canvas - the thing you want to happen\ after the trigger fires. Hover over the output port (the dot on the right side of a component)\ and drag a line to the input port of the next component to connect them. {% hint style="info" %} 💡 For our example: add an RSS component and connect it to the Scheduler. In the Inspector, paste the RSS feed URL for your news source. The RSS component will output the latest articles each time it runs. {% endhint %} #### Step 3 - Add AI Drop the i10x AI Core Module onto the canvas and connect it to the previous\ component. In the Inspector, write your prompt - and use variables from the\ previous step to pass real data into it. Variables let you reference the output of any earlier component.\ Click the variable picker inside any input field to browse available data. {% hint style="info" %} 💡 For our example: connect the RSS output to i10x AI Core. In the prompt field, type something like: "Summarise the following news articles in 5 bullet points.\ Focus on practical implications for AI professionals: {{rss.title}} – {{rss.description}}" {% endhint %} #### Step 4 - Deliver the Output Add your final action - where the result should go. Connect it to the AI\ component and map the AI's output into the message field. {% hint style="info" %} 💡 For our example: drag a Slack component onto the canvas. Connect it to the AI Core output. In the Inspector, select your Slack account, choose a channel, and in the Message field select the AI output variable. {% endhint %} #### Step 5 - Test and Start Before going live, test your workflow to make sure everything works correctly. 1. Click "View Logs" at the bottom of the canvas to monitor activity 2. Click "Start Flow" in the top right corner to activate it 3. Your workflow is now live and will run automatically {% hint style="info" %} ✅ Try This Now: 1. Go to Automations → New Flow 2. Drag a Scheduler onto the canvas - set it to run daily at 09:00 3. Add the i10x AI Core Module - connect it to the Scheduler 4. In the prompt, type: "Write me a motivational one-liner to start my workday" 5. Add an Email component - connect it to the AI Core 6. Enter your email address in the To field and map the AI output as the body 7. Click "Start Flow" - your daily AI email starts tomorrow morning {% endhint %} ### Workflow Ideas to Inspire You | Workflow Name | Trigger | What It Does | | ---------------------- | ------------------------ | --------------------------------------------------------------------- | | **Daily News Digest** | Scheduler (8am) | Fetches RSS news, summarises with AI, sends to email or Slack | | **Lead Enrichment** | New row in Google Sheets | Takes a company name, researches it with AI, fills in the sheet | | **Ticket Analyser** | Scheduler (daily) | Pulls support tickets, classifies pain points with AI, logs to Sheets | | **Social Monitoring** | RSS / HTTP | Monitors brand mentions, analyses sentiment, alerts via Slack | | **Content Repurposer** | Form submission | Takes a blog URL, rewrites it as LinkedIn post + tweet thread | | **Meeting Prep Brief** | Scheduler (1h before) | Pulls calendar event, researches attendees with AI, sends a briefing | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://knowledge.i10x.ai/automations/the-workflow-builder.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.