Workflows

Employees are judgment: give them a goal and they figure out the steps. Workflows are the opposite: the steps are fixed, visible, and run the same way every time. Use a workflow when the process itself is the point, like “every new order goes to the spreadsheet, then Slack, no exceptions.”

Two ways to build one

• Describe it. Switch the dashboard prompt box to Workflow mode and write what should happen. Verse drafts the whole thing, trigger and steps included, and drops you into the editor.
• Build it by hand. On the Workflows page, New Workflow opens a blank canvas. Add Node lists every step type; drag, connect, configure. An AI chat sidebar in the editor can also edit the graph for you as you go.

What a step can be

Steps come from a palette organised into categories: Triggers, AI, Communication, CRM & Support, Marketing & Social, Payments & Finance, Productivity & Docs, Project Management, Files & Storage, Scheduling & Calendar, Developer & Tools, and Logic & Data. Under the hood there are three families:

• App actions, like send a Gmail message, post to a Slack channel, create a Notion page, add a calendar event, send an SMS. Over a thousand apps are available; each node has its own connect control.
• Logic and data, like “Only continue if,” “For each item,” “Wait,” “Combine inputs,” “Set fields,” and “Format text,” for branching, filtering, and shaping data between steps.
• AI and developer steps, like “Generate text with AI” and “Call an API (HTTP)” for anything the catalog doesn't cover.

Data flows between steps with mentions: type two braces in any field to reference output from an earlier step, like the sender of the email that triggered the run.

Testing

Test Workflow in the toolbar runs the whole thing once, immediately, and shows the result in the run history. Webhook triggers have their own Test Webhook flow: it waits for you to send a real sample, captures it, and then offers the real field names while you configure later steps. Your work autosaves as you edit.

Turning it on

A workflow starts as a Draft and does nothing until you flip the Active toggle. Activation checks the configuration first and tells you exactly which steps still need attention. Flip it back to pause; nothing is lost. Each workflow card on the Workflows page shows its status: Draft, Active, Paused, Archived, or Inactive.