Guides

These guides cover best practices, patterns, and techniques for building effective, reliable workflows. Whether you're just getting started or building complex automations, these resources will help you succeed.

Available Guides

Learning Path

Just Starting Out?

1. Workflow Design - Understand how to structure workflows
2. Data Flow - Learn how data moves between nodes

Building Production Workflows?

1. Error Handling - Handle failures gracefully
2. Testing - Validate before releasing

Optimizing?

1. Performance - Make workflows faster and more efficient

Quick Tips

Design

• Start with the end goal, work backwards
• One workflow per logical automation
• Keep workflows focused and simple

Data

• Understand CEL for expressions
• Use Liquid for text generation
• Know when to use Zip vs Broadcast

Reliability

• Always handle error outputs
• Use appropriate retry settings
• Test with real data before releasing

Efficiency

• Batch similar operations
• Use appropriate model tiers for AI
• Minimize unnecessary API calls

Common Patterns

Event → Analyze → Act

The most common workflow pattern:

[Trigger] ──▶ [Load Data] ──▶ [AI Analysis] ──▶ [Action]

Parallel Analysis

Run multiple analyses concurrently:

            ┌──▶ [AI: Summarize] ────┐
[Load Data] ┤                        ├──▶ [Combine] ──▶ [Send]
            └──▶ [AI: Extract] ──────┘

Conditional Routing

Different paths based on conditions:

[Analyze]
    │
    ▼
[If: condition]
    ├── True ──▶ [Path A]
    └── False ─▶ [Path B]

Iteration

Process each item in a collection:

[Load] ──▶ [Select Many] ──▶ [Process Each]

Delayed Action

Wait before taking action:

[Trigger] ──▶ [Process] ──▶ [Wait] ──▶ [Send]

Getting Help

• Node Reference: Detailed documentation for each node type
• Troubleshooting: Common issues and solutions
• FAQ: Frequently asked questions

Ready to dive deeper? Start with Workflow Design →