Create your first workflow
Build Receive → Check details → Complete. Add detail to the middle step, return to the overview, then check saving and sharing.
Last reviewed:
Before you start
Sign in and open the dashboard. Use a new practice diagram, leaving your existing work intact. To try public sharing, use content that is safe to publish and check the plan and permissions shown in the app.
Steps
Open a practice diagram
Create a new diagram from the dashboard. If prompted to choose how to start, choose the blank option. Open Table in the editor.
Actual screen: choose Empty Project at the bottom of the template picker to start practicing. What to checkA blank diagram and editable table are visible.
Enter three steps
Use the first-step button or Add Step to create rows. Edit Content so you have Receive, Check details, and Complete. Remove any unwanted starter rows only in this practice diagram.
Actual screen: Receive, Check details, and Complete entered in the table and displayed in the diagram. What to checkReceive, Check details, and Complete appear in both the table and diagram.
Connect the steps
Open the Next Step cell for Receive, choose Check details as its target, and save. Connect Check details to Complete in the same way. Check that the arrows follow this order.
Actual screen: the red box marks the Next Step cell in the Receive row. Click this cell to open Connection Settings. If no connection exists, the same cell reads Not connected. Actual screen: choosing a connection target from Next Step. Watch the actual steps
The red box marks where to act or check. Silent video with captions. Video data loads when you press play. The written steps above cover the same operation.
What to checkThe arrows follow Receive → Check details → Complete.
Add detail to Check details
In the Details column for Check details, use the create-detail control. Add Check input and Check for missing information in the table that opens.
Actual screen: follow the Check details row marked in red, then click the red-boxed layers icon (Create Sub-flow) in the Details column. Scroll the table horizontally if the column is hidden. What to checkThe breadcrumb shows Check details and the table contains its child steps.
Return to the overview
Choose the parent level in the breadcrumb to return to the overview. Check that your three steps are visible and that you can reopen the details of Check details.
Actual screen: opening Check details and viewing its child steps in the table and diagram. Watch the actual steps
The red box marks where to act or check. Silent video with captions. Video data loads when you press play. The written steps above cover the same operation.
What to checkThe three parent steps remain and their detail flow can be reopened.
Save to the cloud
Choose File → Cloud Save and confirm completion. Check diagram save status separately from Save in Connection Settings. Do not close the page while it is unsaved or showing an error.
Actual screen: the red box marks File → Cloud Save. Confirm completion before closing the diagram. What to checkNo unsaved state or save error remains.
Reopen the saved diagram
After saving, reopen the same diagram from the dashboard. If Receive, Check details, Complete, and the detail flow remain, the basic practice is complete.
What to checkSteps and detail flows remain after reopening.
Share if needed
To try optional sharing, choose Share → Public Link.... Check that the content is suitable for publishing, copy the link, and inspect the recipient view. You can also finish without publishing, or export a file.
Actual screen: use Public Link... in the Share menu to open publishing settings. Inviting editors is a separate action. What to checkIf sharing, you have checked the recipient's view.
Check your result
You can move between the overview and its detail flow, and reopen your saved diagram from the dashboard. If you shared it, check that the recipient view works too.
If something goes wrong
If the table is hidden, use the editor's table icon. If the arrows are wrong, check Next Step. If sharing is unavailable, check cloud saving, permissions, and the plan message, or use an available export format.
Common questions
My diagram looks different from the screenshot
Layout varies with panel sizes and zoom. Check step names, arrow order, and parent-child relationships. Enlarge images to inspect small controls.
Do I have to publish my diagram?
The tutorial is complete once you can save and reopen it. Sharing is optional; keep private diagrams private.
Next steps
- Find your way around the editor
- Create conditional branches
- Save and reopen a diagram
- Share a diagram by link