Creating a workflow
Open the Workflows page
From the left sidebar, click Workflows. You’ll see a list of all existing workflows in your account.
Click New workflow
Click the New workflow button in the top-right corner. A creation dialog appears.
Name and describe your workflow
Enter a clear, descriptive name — for example, “Send Slack alert on new support ticket.” Optionally add a description to document the workflow’s purpose for your team. Both fields are editable later.
Choose a folder (optional)
Assign the workflow to a folder to keep your workspace organized. You can create folders from the Workflows sidebar or the folder selector in this dialog. Workflows not assigned to a folder appear in All workflows.
The visual workflow builder
The canvas is where you assemble your workflow. It gives you a bird’s-eye view of every step and how they connect.- Step cards represent individual triggers, actions, and conditions. Click any step card to open its configuration panel on the right.
- Connectors are the lines between step cards. They show the execution path — you can branch these using condition steps.
- Add step button (
+) appears on every connector and at the end of a branch. Click it to insert a new step at that position. - Zoom and pan controls appear in the bottom-left corner. Use your scroll wheel to zoom or click and drag to pan the canvas.
- Minimap in the bottom-right gives you an overview of large workflows. Click any area to jump to it.
Workflow states
Every workflow is in one of four states at any given time.| State | Description |
|---|---|
| Draft | The workflow has never been activated. It will not run. Safe to edit freely. |
| Active | The workflow is live and will run when its trigger fires. |
| Paused | The workflow was active but has been temporarily suspended. Triggers are ignored while paused. Existing runs in progress are allowed to complete. |
| Archived | The workflow is deactivated and hidden from the default view. Run history is preserved. |
Versioning and editing active workflows
When you edit a workflow that is already Active, RCB Automation creates a new draft version automatically. Your changes do not affect running executions. To publish your changes and replace the live version, click Publish in the top bar. You can view previous published versions from Settings → Version history inside the workflow. Click any version to preview it. To revert to an older version, open that version and click Restore.Restoring an older version replaces your current draft. The current draft is saved as a version before restoration so you can undo if needed.
Workflow history and run logs
Every time a workflow runs, RCB Automation records an execution log. To review past runs:Select a run
Each row shows the run’s start time, duration, final status (Success, Failed, or Partial), and the trigger that started it. Click any row to open the run detail view.
Duplicating a workflow
Duplicating a workflow copies the entire canvas — all steps and their configurations — into a new Draft workflow. The duplicate is independent; changes to one do not affect the other. To duplicate a workflow, click the ⋯ menu on the workflow card in the list view (or in the workflow’s top bar) and select Duplicate. You’ll be prompted to give the copy a name.Deleting a workflow
Deleting a workflow is permanent and cannot be undone. All run history for that workflow is also deleted. To delete a workflow, open the ⋯ menu and select Delete. Type the workflow name to confirm.Related pages
Triggers
Choose what starts your workflow running.
Actions
Define the steps that execute when a workflow runs.
Conditions
Add branching logic to control execution paths.
Troubleshooting
Diagnose common workflow failures.