Creating workflows

The workflow editor lets you build automations visually by connecting nodes — triggers, conditions, actions, and AI steps — into a sequence.

Create a workflow

1. Go to Workflows in the sidebar.
2. Click Create Workflow.
3. Enter a name and optional description.
4. The visual editor opens with an empty canvas.

Triggers

Every workflow starts with a trigger — the event that kicks off execution.

Each trigger provides variables (like message subject, sender email, body text) that you can use in subsequent nodes.

Conditions

Conditions let you branch the workflow based on rules.

If/Else node

Add an If/Else node to split execution into different paths:

• Define one or more conditions using operators
• Messages matching the conditions follow one path
• Everything else follows the "else" path

Available operators

Combine multiple conditions with AND (all must match) or OR (any must match).

Actions

Actions are the steps your workflow performs.

Using variables

Nodes produce output variables that later nodes can reference. For example:

• A Message Received trigger provides message.subject, message.body, message.sender
• An AI Node provides ai.response with the generated text
• A Find Records node provides the matching records

Use these variables in any text field by referencing them with the variable picker.

AI nodes

AI nodes let you use your configured AI model within workflows:

1. Add an AI Node to your workflow.
2. Write a prompt that describes what you want the AI to do.
3. Reference variables from previous nodes (e.g., include the message body).
4. Optionally specify a knowledge base for the AI to reference.
5. The AI output becomes a variable for subsequent nodes.

Example: AI-generated reply

Prompt: "Write a helpful customer support reply to this message.
Use a friendly, professional tone.

Customer message: {{message.body}}

Reference our return policy and shipping FAQ."

Testing workflows

Before publishing, test your workflow to make sure it works:

1. Click Test Workflow in the editor.
2. Provide sample data (e.g., a test message with subject and body).
3. The workflow runs in debug mode.
4. Review the execution path — see which nodes fired, what outputs were produced, and whether conditions matched.

You can also test individual nodes during editing for quick feedback.

Publishing

Workflows use a draft/publish model:

1. Draft — Your working copy in the editor. Changes are saved but not active.
2. Publish — Creates a new version and activates the workflow. Auxx.ai validates the entire workflow for errors before publishing.
3. Versions — Each publish creates a numbered version (v1, v2, etc.). You can view version history and revert to a previous version if needed.

Workflow settings

Click the settings icon in the editor to configure:

Next steps