Workflow Builder — Professional Guide

Overview

The Workflow Builder composes specialized agents (YouTube, Twitter, WhatsApp, Notion, Sheets, etc.) with AI‑powered nodes (e.g., OpenAI Brain) into a directed acyclic graph (DAG). Nodes can be freely moved, linked in your preferred hierarchy, and executed with policies for cost, latency, and reliability. Export and import let you share or version workflows as JSON.

Workflow Builder UI

Agent Library: Click any agent to add it; use the quick‑add dropdown for speed.
Canvas: Drag nodes to reposition. Snap‑to‑grid keeps lines tidy and readable.
Linking: Drag from an output handle and drop on a target node (or its input handle). A dashed preview shows while linking.
Toolbar: Arrange (auto‑layout), Save, Export (JSON), Import (JSON), Execute.
Node actions: Hover to Configure or Remove. Config fields are agent‑specific.

Linking & Canvas Behavior

Solid, arrow‑tipped lines render beneath nodes and never block pointer events (dragging stays smooth).
Links are always Output → Input; self‑links and duplicate edges are ignored.
Press Esc to cancel link mode at any time.

Import & Export (JSON)

Export: Downloads { name, description, nodes, connections, version }.
Import: Accepts either a root object or { "workflow": { ... } }. Invalid edges are skipped.
Positions are normalized and snapped for cleanliness on load.

{
  "name": "Research & Publish",
  "description": "Fetch, analyze, and publish with a Slack notification",
  "nodes": [
    { "id": "yt", "name": "YouTube Agent", "type": "social", "position": { "x": 60, "y": 60 } },
    { "id": "brain", "name": "OpenAI Brain", "type": "ai", "position": { "x": 300, "y": 60 } },
    { "id": "notion", "name": "Notion Content Creator", "type": "content", "position": { "x": 540, "y": 60 } },
    { "id": "slack", "name": "Slack Standup Bot", "type": "social", "position": { "x": 300, "y": 180 } }
  ],
  "connections": [
    { "id": "yt-brain", "from": "yt", "to": "brain" },
    { "id": "brain-notion", "from": "brain", "to": "notion" },
    { "id": "brain-slack", "from": "brain", "to": "slack" }
  ],
  "version": 1
}

Agent Catalog & Settings

These are the built‑in agents in your builder. Each table lists the configuration fields exactly as supported by the Configuration dialog.

YouTube Agent

social

Reads channel/video metadata and content; supports videos, comments, and live streams.

Channel monitoring
Comment mining
Livestream alerts

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
channelId	text	No	—	`UC_x5XG1OV2P6uZZ5FSM9Ttw`
contentType	select	No	`Videos, Comments, Live Streams`	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Twitter Agent

social

Searches or streams posts via Twitter/X API for downstream analysis.

Brand monitoring
Trend detection
Influencer tracking

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
bearerToken	password	Yes	—	OAuth 2.0 token
searchQuery	text	No	—	`"LayerLogic" lang:en`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Instagram Agent

social

Fetches posts, stories, or reels for analytics and content pipelines.

UGC research
Campaign analytics
Competitor tracking

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
username	text	No	—	`your_brand`
contentType	select	No	`Posts, Stories, Reels`	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

OpenAI Brain

General LLM node for generation, analysis, and transformation with OpenAI models.

Summarization
Content generation
Tool-augmented reasoning

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
model	select	Yes	`gpt-4, gpt-3.5-turbo, text-davinci-003`	—
temperature	number	No	—	`0.2` 0–1
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Real Estate Analyzer

analysis

Evaluates property data, comps, and trends to score opportunities.

Deal screening
Market research
Portfolio reports

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Medical Data Processor

healthcare

Processes structured/unstructured clinical data securely.

De-identification
Clinical summarization
Cohort extraction

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Alpha Signal Curator

finance

Generates trading/alpha signals with configurable risk/temporal horizons.

Signal synthesis
Backtests
Daily outlooks

Key	Type	Required	Options / Format	Example / Notes
riskTolerance	select	No	`Low, Medium, High`	—
timeframe	select	No	`1H, 4H, 1D, 1W`	—
minConfidence	number	No	—	`70`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Smart Contract Auditor

blockchain

Scans Solidity/Vyper contracts for patterns and potential vulnerabilities.

Static analysis
Standard checks
Auto-notes for reviewers

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

SEO Optimizer

marketing

Optimizes content for search visibility and on-page best practices.

Brief generation
Keyword expansion
On-page audits

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Customer Support Bot

support

Automates tier-1 responses, captures context, and routes escalations.

FAQ deflection
Triage
CRM enrichment

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Data Processor Pro

data

Transforms batches/streams and emits JSON/CSV/XML payloads.

ETL
Feature engineering
Statistics

Key	Type	Required	Options / Format	Example / Notes
dataSource	select	No	`API, Database, File`	—
processingMode	select	No	`Batch, Stream, Real-time`	—
outputFormat	select	No	`JSON, CSV, XML`	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Content Wizard

content

Creates/rewrites content to spec with tone and length controls.

Blog drafts
Email copy
Social posts

Key	Type	Required	Options / Format	Example / Notes
contentType	select	No	`Article, Blog Post, Social Media, Email`	—
tone	select	No	`Professional, Casual, Friendly, Formal`	—
wordCount	number	No	—	`800`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Social Media Manager

social

Generic social posting/reading adapter for multiple platforms.

Cross-posting
Bulk scheduling
Inbox triage

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
platform	select	No	`Facebook, LinkedIn, TikTok`	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

WhatsApp Broadcast Agent

social

Sends templated broadcasts via Twilio WhatsApp or Meta Cloud API.

Announcements
Onboarding nudges
Transactional alerts

Key	Type	Required	Options / Format	Example / Notes
provider	select	Yes	`Twilio WhatsApp, Meta Cloud API`	—
accountSid	text	Yes	—	—
authToken	password	Yes	—	—
businessNumber	text	Yes	—	`+15551234567`
defaultTemplate	text	Yes	—	—
mediaUrl	text	No	—	—
contactListUrl	text	No	—	—
rateLimitPerMin	number	No	—	`60`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Telegram Community Moderator Agent

social

Moderates chats, enforces link policy, and posts announcements.

Anti-spam
Auto-responses
Scheduled announcements

Key	Type	Required	Options / Format	Example / Notes
botToken	password	Yes	—	—
chatId	text	Yes	—	—
moderationLevel	select	No	`Lenient, Balanced, Strict`	—
spamSensitivity	number	No	—	`60`
linkPolicy	select	No	`Allow, Warn, Delete`	—
announcementChannelId	text	No	—	—
announcementPrefix	text	No	—	`[ANN]`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Discord Server Manager Agent

social

Manages roles, moderation, and lightweight automations in a guild.

Auto-moderation
Role sync
Channel updates

Key	Type	Required	Options / Format	Example / Notes
botToken	password	Yes	—	—
guildId	text	Yes	—	—
moderationChannels	text	No	—	—
moderationLevel	select	No	`Lenient, Balanced, Strict`	—
autoRespondKeywords	text	No	—	—
updatesChannelId	text	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Slack Standup Bot

social

Collects daily standups; reminds stragglers; posts rollups.

Team updates
Async standups
Lightweight status reports

Key	Type	Required	Options / Format	Example / Notes
botToken	password	Yes	—	—
channelId	text	Yes	—	—
standupTime	text	Yes	—	`09:30`
timezone	text	No	—	`Australia/Sydney`
questions	text	No	—	`What did you do?, What will you do?, Blockers?`
reminderMinutes	number	No	—	`30`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Email Sequence Agent

marketing

Runs drip sequences using SendGrid, Postmark, Resend, or SES.

Welcome series
Onboarding
Reactivation

Key	Type	Required	Options / Format	Example / Notes
provider	select	Yes	`SendGrid, Postmark, Resend, AWS SES`	—
apiKey	password	Yes	—	—
fromEmail	text	Yes	—	`noreply@yourdomain.com`
replyToEmail	text	No	—	—
sequenceName	text	Yes	—	`Welcome Series`
steps	text	Yes	—	`welcome-1, onboarding-2, nudge-3`
delayHoursBetweenSteps	number	No	—	`24`
contactListUrl	text	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Google Sheets Data Logger

data

Appends structured rows to a worksheet using a service account.

Telemetry
Audit trails
Simple dashboards

Key	Type	Required	Options / Format	Example / Notes
serviceAccountEmail	text	Yes	—	—
serviceAccountKey	password	Yes	—	`-----BEGIN PRIVATE KEY-----`
spreadsheetId	text	Yes	—	—
worksheetName	text	No	—	`Sheet1`
appendMode	select	No	`RAW, USER_ENTERED`	—
range	text	No	—	`A:Z`
batchSize	number	No	—	`100`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Notion Content Creator

content

Creates or updates Notion pages in a database or under a parent page.

Knowledge base
Content calendar
Runbooks

Key	Type	Required	Options / Format	Example / Notes
notionApiKey	password	Yes	—	—
databaseId	text	Yes	—	—
parentPageId	text	No	—	—
publishStatus	select	No	`Draft, Published`	—
propertyMapping	text	No	—	`{"Title":"title","Summary":"rich_text"}`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Trello Task Creator

productivity

Creates cards with labels and due dates on a chosen board and list.

Intake → ticket
Sprint planning
Ops runbook items

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
token	password	Yes	—	—
boardId	text	Yes	—	—
listId	text	Yes	—	—
labels	text	No	—	—
position	select	No	`top, bottom`	—
dueInDays	number	No	—	`7`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Airtable Sync Agent

data

Push/pull or bidirectionally sync records in a base/table.

CRM-lite
Back-office ops
Partner directories

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	Yes	—	—
baseId	text	Yes	—	—
tableName	text	Yes	—	—
mode	select	No	`Push, Pull, Bidirectional`	—
primaryKeyField	text	No	—	`id`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

CRM Updater Agent

crm

Upserts objects in HubSpot or Salesforce using an upsert key.

Lead enrichment
Contact sync
Pipeline updates

Key	Type	Required	Options / Format	Example / Notes
provider	select	Yes	`HubSpot, Salesforce`	—
accessToken	password	Yes	—	—
instanceUrl	text	No	—	`https://your-instance/`
objectType	select	Yes	`Leads, Contacts, Accounts, Opportunities`	—
upsertKey	text	Yes	—	`email`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Zapier Bridge Agent

integration

Emits events to a Zapier Catch Hook with optional auth header.

Notify downstream apps
Integrate long-tail SaaS
One-off automations

Key	Type	Required	Options / Format	Example / Notes
zapUrl	text	Yes	—	`https://hooks.zapier.com/hooks/...`
authHeader	text	No	—	`Bearer xxx`
eventName	text	Yes	—	`workflow_completed`
retries	number	No	—	`2`
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Webhook Listener Agent

integration

Receives external events and injects them into the workflow.

Inbound triggers
3rd-party callbacks
Event-sourced starts

Key	Type	Required	Options / Format	Example / Notes
apiKey	password	No	—	—
priority	select	No	`Low, Medium, High`	Scheduling hint
timeout	number	No	—	`30`

Example Canvas Snapshot

This snapshot mirrors a simple flow: YouTube → OpenAI Brain → Notion, with a side branch to Slack for notifications.

Execution Model

Execute: Triggers /api/orchestration/execute (or template endpoint) with current nodes and connections.
Policies: Timeouts, retries, and concurrency are enforced per node. Use priority and timeout as hints.
Parallelism: Independent branches run concurrently; explicit reducers or joins are recommended where aggregation is required.

Troubleshooting

Links not visible after dragging

Ensure the lines layer has pointer-events: none and sits beneath nodes. The shipped builder enforces both.

Can't finish a link by dropping on the node body

Start the link from the output handle on the source. Drop on the target node body or its input handle.

Import shows fewer edges than the file

Importer skips edges that reference non-existent nodes or duplicate links. Verify 'from' and 'to' IDs.

FAQ

Are cycles allowed?

The runtime expects DAGs. The Arrange tool groups unresolved nodes so you can locate and fix cycles quickly.

Can I extend the agent library?

Yes. Follow the same config contract (fields & handles) and add your agent to the library array used by the builder.

How should I handle secrets?

Use a server-side vault. The UI masks secret fields and should avoid logging sensitive values.

Questions or feedback on this guide?

Back to Orchestration

Professional Guide: Building & Operating Multi‑Agent Workflows

Visual Builder

Fast Execution

Guardrails

Overview

Workflow Builder UI

Linking & Canvas Behavior

Import & Export (JSON)

Agent Catalog & Settings

YouTube Agent

Twitter Agent

Instagram Agent

OpenAI Brain

Real Estate Analyzer

Medical Data Processor

Alpha Signal Curator

Smart Contract Auditor

SEO Optimizer

Customer Support Bot

Data Processor Pro

Content Wizard

Social Media Manager

WhatsApp Broadcast Agent

Telegram Community Moderator Agent

Discord Server Manager Agent

Slack Standup Bot

Email Sequence Agent

Google Sheets Data Logger

Notion Content Creator

Trello Task Creator

Airtable Sync Agent

CRM Updater Agent

Zapier Bridge Agent

Webhook Listener Agent

Example Canvas Snapshot

Execution Model

Troubleshooting

Links not visible after dragging

Can't finish a link by dropping on the node body

Import shows fewer edges than the file

FAQ

Are cycles allowed?

Can I extend the agent library?

How should I handle secrets?