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Automation builder

This page covers the automation builder canvas. The automation builder is a vertical canvas that runs from START to END. Your trigger sits at the top, and each block you add appears below it as a card. Open any automation in Automation from the top navigation to work in the builder.

Block cards​

Each card shows the block's icon, a short label (for example, branch · Find All · collection Branch or If · field equals value), and a status badge:

BadgeMeaning
validThe block is configured and ready.
needs configRequired settings are still missing.
errorThe block has an invalid configuration.
note

You can Save with blocks that still need configuration, but you can't turn the automation On until every block is valid.

Adding and nesting blocks​

  • Click the + between two cards to insert a block at that point.
  • Container blocks hold nested blocks in their own section — a condition branch shows an IF · TRUE section, and a loop shows a LOOP BODY section. Each has its own + Add item button to add blocks inside it.

Nested blocks run only when that branch matches or that loop iterates. Nesting is limited to one level deep.

Header controls​

The builder header shows the automation name, an Unsaved changes indicator, when it was last edited, and the block count. On the right:

ControlDescription
Off / ActiveTurn the toggle on (Active) to run the automation. Available only when every block is valid.
DuplicateCreate a copy of the automation.
DeleteRemove the automation.
SaveSave changes, even with incomplete blocks.

The value picker​

Fields that accept input have a + picker for inserting {{alias.field}} tokens. It lists the data in scope:

SourceDescription
VariablesVariables defined earlier in the flow.
CollectionsFields from the trigger record and any Record blocks above.
Webhook ResponsesData captured from webhook and on-demand responses above.