Workflow Builder

The visual workflow builder is the heart of ConsultFlow, allowing you to create powerful automations without code.

Overview

The workflow builder uses a node-based interface inspired by tools like n8n. You can:

• Drag and drop nodes from the sidebar
• Connect nodes to create execution flows
• Configure each node with specific settings
• Save and execute workflows with one click

Interface Components

1. Canvas Area

The main workspace where you build workflows:

• Grid background for alignment
• Zoom controls (bottom left)
• Mini map (bottom right)
• Pan by dragging empty space
• Select nodes by clicking

2. Node Sidebar

Available nodes categorized by type:

Triggers:

• Manual Trigger - Start workflow manually
• Transcript Input - Start with meeting transcript
• Schedule Trigger - Run on schedule (coming soon)
• Webhook Trigger - Start via API (coming soon)

Actions:

• Generate MOM - AI meeting minutes
• Send Email - Outlook email
• Create Calendar Event - Outlook calendar
• Post Teams Message - Teams channel
• Create PPT - PowerPoint (coming soon)
• AI Process - Custom AI task
• Save Data - Store data
• API Call - External API

3. Header Bar

• Workflow name input
• Cancel button - Discard changes
• Save Workflow button - Save to database

Creating a Workflow

Step 1: Add a Trigger

Every workflow needs a trigger. Drag one from the sidebar:

1. Find "Triggers" section in sidebar
2. Drag "Manual Trigger" to canvas
3. Position it at the top of your flow

Step 2: Add Actions

Add the actions you want to automate:

1. Find "Actions" section in sidebar
2. Drag "Generate MOM" below the trigger
3. Drag "Send Email" next to it
4. Position nodes as desired

Step 3: Connect Nodes

Create the execution flow by connecting nodes:

1. Click the output handle (bottom) of trigger
2. Drag to input handle (top) of MOM node
3. Connect MOM output to Email input

Step 4: Configure Nodes (Optional)

Click on any node to open configuration:

1. Click on "Send Email" node
2. Sidebar opens with configuration form
3. Set default recipients, subject, etc.
4. Click "Save" to apply

Step 5: Name and Save

1. Enter workflow name in header
2. Click "Save Workflow"
3. Redirects to dashboard

Node Types

Trigger Nodes

Node	Description	Output
Manual Trigger	User-initiated execution	Starts flow
Transcript Input	Paste meeting notes	Text content

Action Nodes

Node	Description	Input	Output
Generate MOM	AI meeting minutes	Meeting notes	Formatted MOM
Send Email	Outlook email	Recipient, subject, body	Success/fail
Create Calendar	Outlook event	Title, time, attendees	Event created
Teams Post	Teams message	Team ID, channel ID, message	Message posted

Connection Rules

• One output can connect to multiple inputs (parallel execution)
• Multiple outputs can connect to one input (merge)
• Triggers can only have outputs (no inputs)
• Actions can have both inputs and outputs

Keyboard Shortcuts

Shortcut	Action
Delete / Backspace	Delete selected node
Cmd/Ctrl + Z	Undo
Cmd/Ctrl + Shift + Z	Redo
Cmd/Ctrl + A	Select all
Escape	Deselect

Tips & Best Practices

1. Plan Your Flow

Before building, outline:

• What triggers the workflow?
• What actions need to happen?
• What data flows between actions?

2. Use Meaningful Names

Name your workflows descriptively:

• ✅ "Client Meeting Follow-up - Acme Corp"
• ❌ "Workflow 1"

3. Test Incrementally

Build and test in stages:

1. Add trigger + one action
2. Execute and verify
3. Add more actions
4. Test again

4. Configure Defaults

Set default values in node config:

• Default email recipients
• Standard subject line templates
• Common calendar duration

Troubleshooting

Nodes Won't Connect

• Ensure you're dragging from output to input
• Check that source node has output handle
• Check that target node has input handle

Can't Save Workflow

• Workflow name is required
• At least one node must exist
• Check for console errors

Canvas Not Responding

• Try refreshing the page
• Clear browser cache
• Check browser console for errors

---

Pro Tip

Use the mini map (bottom right) to navigate large workflows quickly!