How it works

• Drag trigger, condition, and action nodes from the sidebar onto the canvas.
• Connect nodes together to define the flow.
• Click a node to configure it.
• Changes are saved automatically.

Adding nodes

• Drag nodes from the sidebar (left) onto the canvas.
• Alternatively: click the + icon next to a node type in the sidebar.
• When first opened, the canvas shows an empty state with an 'Add trigger' button.

Connecting nodes

• Drag from the output handle (right) of one node to the input handle (left) of another.
• Connections are shown as dashed curves.
• Click a connection or drag it into empty space to delete it.

Canvas features

• Grid, dots, or empty background – switch via toolbar button.
• MiniMap in the bottom-right corner for an overview.
• Grid snapping for clean alignment.
• Touch zoom buttons for tablets.

Selection & editing

• Select multiple nodes: hold Shift and click.
• Selection bar shows actions: Copy, Duplicate, Delete.
• Right-click on a node or canvas for context menu.

Workflow list

• All automations for the board are shown as a list.
• Status badges show: Active/Paused, last run status, node count.
• Click a workflow to display it on the canvas.

Workflow actions

When a workflow is selected, these actions appear:

• Focus – zooms to the selected workflow on the canvas.
• Duplicate – creates a copy of the workflow.
• Pause/Enable – toggles the rule on or off.
• Run manually – only available for manual.button_pressed triggers.
• Load runs – refreshes the run history.
• Delete – removes the workflow (with confirmation dialog).

Node palette

Three categorized sections for adding nodes:

• Triggers (blue) – determine WHEN the rule fires.
• Conditions (purple) – restrict UNDER WHAT conditions.
• Actions (green) – determine WHAT happens.

Actions

• Undo / Redo – revert last change (up to 80 steps).
• Background switch – grid, dots, or empty.
• Generate with AI – opens the AI generation dialog.
• Test – runs a simulation of the workflow (visual walkthrough).
• Save indicator – spinner while auto-saving.

Auto-save

Changes are saved automatically:

• Node/edge changes: after 450ms of inactivity.
• Layout/position changes: after 650ms.
• A spinner in the toolbar indicates when saving is in progress.

Card events

• card.created – a new card was created
• card.moved – the card was moved to a different list
• card.completed_changed – the done status was toggled
• card.due_date_changed – the due date was changed
• card.labels_changed – labels were added or removed
• card.trashed – the card was moved to trash
• card.due_soon / card.due_overdue – card is due soon / is overdue

Checklist & List

• checklist.completed – all items in a checklist are done
• list.created / list.trashed – list created or trashed

Board & Manual

• manual.button_pressed – a manual trigger (appears as buttons on cards)
• board.import_replaced – board contents were replaced by import

Schedule

• time.daily_at – daily at a configured time (config: {time: 'HH:MM'})
• time.weekly_at – weekly on a day (config: {dayOfWeek: 0-6, time: 'HH:MM'})

Trigger configuration

Click a trigger node to edit it:

• Trigger type selector – dropdown with all available types.
• Target list (for card.moved) – which list is meant.
• Field (for card.field_changed) – which field to watch.
• Time (for time.daily_at/weekly_at) – time and weekday.
• Active/Inactive toggle at the top of the config dialog.

Available fields

• card.title, card.description – text fields of the card
• card.priority – card priority level
• card.completed – whether the card is done
• card.listId – which list the card is in
• card.dueDate – the card's due date

Operators

• equals / not_equals – field matches / doesn't match
• contains / not_contains – field contains / doesn't contain
• is_empty / is_not_empty – field is empty / has a value
• in_next – date is within the next X days
• older_than – date is older than X days

Match mode

• all – every condition must match.
• any – at least one condition must match.

Card actions

• move_card – move card to another list
• set_card_title / set_card_description – change title or description
• set_card_color – change card color
• set_card_completed – mark card as done
• set_priority – set priority (low/medium/high/urgent)
• trash_card / restore_card – trash or restore
• create_card – create a new card

Assignments & Labels

• add_label / remove_label – add or remove a label
• assign_member / unassign_member – assign or remove a member

Communication & Scheduling

• notify_in_app – send a notification (to assignee, watchers, or specific person)
• add_comment – add a comment to the card
• set_due_date – set due date (optionally with recurrence)
• add_checklist – add a checklist

Template variables

Available in comment and notification texts:

{{card.title}}    – card title
{{card.url}}      – direct link to the card
{{card.dueDate}}  – due date
{{actor.name}}    – name of the person who triggered the action
{{board.name}}    – board name
{{list.name}}     – list name

Configuration dialog

• Each node type has its own form with relevant fields.
• ID dropdowns (lists, labels, members) are auto-populated with board data.
• Confirm changes with 'Apply' or discard with 'Cancel'.
• Validation errors are shown in red at the bottom of the dialog.

Editing connections

• Click a connection line to select it.
• A trash icon appears on selected connections.
• Double-click a connection to delete it.
• Drag a connection into empty space to remove it.

General

• Ctrl+A – Select all nodes
• Ctrl+C – Copy selection
• Ctrl+V – Paste
• Ctrl+D – Duplicate selection
• Ctrl+Z – Undo
• Ctrl+Shift+Z / Ctrl+Y – Redo
• Escape – Deselect, close menu
• Delete / Backspace – Delete selection

Navigation

• H – Jump to first/selected node
• Enter – Open configuration dialog
• Tab / Shift+Tab – Cycle through nodes
• Arrow keys – Move selected nodes (2px)
• Shift+Arrow keys – Large steps (10px)

On a node

• Edit – open configuration dialog
• Copy – copy node to clipboard
• Duplicate – create a copy on the canvas
• Delete – remove the node

On multiple nodes

• Copy / Duplicate / Delete selection

On empty canvas space

• Paste – insert copied nodes

How it works

• Click 'Generate with AI' in the toolbar.
• Describe what the rule should do (e.g. 'When card moves to Done, trash after 3 days').
• The AI generates a workflow with trigger, conditions, and actions.
• The draft is placed on the canvas – review and adjust it.
• Save the workflow to activate it.

Tips for better results

• Be specific: mention trigger, conditions, and desired action.
• Use board-specific names (list names, label names).
• Invalid AI output is automatically corrected to safe fallback rules.

Run statuses

• queued – waiting to run
• running – currently executing
• success – completed successfully
• failed – stopped with an error
• skipped – bypassed (e.g. safety mechanisms)

Viewing runs in the builder

• Select a workflow in the sidebar.
• Click 'Load runs' to refresh the history.
• Runs are shown with status, time, and result.
• 'Clear runs' deletes the history (with confirmation).

Finding errors

• First check if the trigger is configured correctly.
• Check if conditions match this specific case.
• Check if action IDs (lists, labels, etc.) are valid.
• For list.* / board.* triggers: only create_card and notify_in_app are allowed.

Building workflows

• Always start with a trigger node – nothing happens without a trigger.
• One rule = one clear goal. Split complex flows into multiple rules.
• Use descriptive names (e.g. 'Done -> Trash after 3 days').

Testing

• Use the 'Test' button in the toolbar for a simulation.
• Test with a real card action and check the run history.
• Test manual buttons on a single card first.

Canvas organization

• Use Auto-Layout (H key) for clean arrangement.
• Place related workflows next to each other.
• The MiniMap helps keep track of many workflows.