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Futurity Docs

Building Workflows

Learn how to build automated workflows in Futurity.

Creating a New Workflow

Section titled “Creating a New Workflow”

  1. Navigate to Workflows

    Click Workflows in the dashboard sidebar.

  2. Click Create Workflow

    Click the + Create button in the top right.

  3. Name your workflow

    Give it a descriptive name like “Weekly Sales Report” or “New Lead Processing”.

  4. Open the builder

    You’ll see the visual workflow canvas.

The Workflow Canvas

Section titled “The Workflow Canvas”
Section titled “Navigation”
  • Pan: Click and drag on empty space
  • Zoom: Scroll or use zoom controls
  • Select: Click on nodes
  • Multi-select: Shift+click or drag a selection box

Adding Nodes

Section titled “Adding Nodes”
  1. Click the + button or drag from the node palette
  2. Choose the node type
  3. Position on the canvas
  4. Configure the node settings

Connecting Nodes

Section titled “Connecting Nodes”
  1. Hover over a node to see connection points
  2. Drag from an output point to an input point
  3. The connection line shows data flow direction

Building a Simple Workflow

Section titled “Building a Simple Workflow”

Let’s build a workflow that analyzes daily data.

  1. Create a new workflow

    • Click + Create in Workflows
    • Name it “Daily Data Analysis”
    • Select Scheduled trigger type

  2. Add an Agentic Node

    • Drag an Agentic node onto the canvas
    • Configure the task:
    Task Name: Analyze daily metrics
    Task Description: Summarize the key activities from yesterday including:
    - New tasks created
    - Tasks completed
    - Any blockers or issues
    Keep it concise, under 200 words.

  3. Add another Agentic Node

    • Drag another Agentic node
    • Connect it to the first node
    • Configure it to save results to Vault

  4. Save and Test

    • Click Save
    • Test the workflow with sample data
    • Verify the output

  5. Publish

    • Toggle the workflow to Published
    • It will run on the configured schedule

Working with Variables

Section titled “Working with Variables”

Node Context

Section titled “Node Context”

Data flows between nodes through context:

  • Each node receives context from previous nodes
  • Nodes can access outputs from predecessor nodes
  • Context is passed automatically through the graph structure

Error Handling

Section titled “Error Handling”

Workflows automatically handle errors:

  • Failed nodes are logged in the execution history
  • You can view error details in the run history
  • Workflows can continue past failed nodes if configured

Testing Workflows

Section titled “Testing Workflows”

Test Mode

Section titled “Test Mode”

Click Test to run the workflow with:

  • Sample trigger data
  • Mock external services (optional)
  • Real-time execution visibility

Test Data

Section titled “Test Data”

Provide test data in JSON format:

{
  "customer_name": "Acme Corp",
  "order_total": 1500,
  "items": ["Widget A", "Widget B"]
}

Debugging

Section titled “Debugging”

During test runs, you can see:

  • Each node’s input and output
  • Execution time per node
  • Errors and their details

Best Practices

Section titled “Best Practices”
  1. Name nodes descriptively: “Fetch customer data” not “HTTP 1”
  2. Add comments: Document complex logic
  3. Test incrementally: Build and test in stages
  4. Handle errors: Always plan for failure cases
  5. Monitor after launch: Watch the first few executions

Saving and Versioning

Section titled “Saving and Versioning”
  • Auto-save: Changes are saved automatically
  • Version history: Access previous versions from workflow settings
  • Duplicate: Create a copy to experiment without affecting the original

Next Steps

Section titled “Next Steps”