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Workflows Overview

Workflows allow you to automate processes and integrate NetPad with external systems. Build complex automation workflows using a visual drag-and-drop interface—no code required.

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What Are Workflows?​

Workflows are visual representations of automated processes. They consist of:

  • Nodes: Individual steps or operations
  • Edges: Connections that define data flow
  • Triggers: Events that start workflows
  • Logic: Conditional routing and data transformation

Key Features​

Visual Workflow Builder​

  • Drag-and-Drop Interface: Build workflows visually
  • Node Library: Pre-built nodes for common operations
  • Real-Time Execution: Monitor workflow execution live
  • Execution History: View past runs with detailed logs

No-Code Automation​

  • Visual Logic: Build complex logic without coding
  • Pre-Built Nodes: Common operations ready to use
  • Data Mapping: Visual data flow between nodes
  • Error Handling: Configure retry and error recovery

Integration Capabilities​

  • MongoDB: Read and write to collections
  • HTTP Requests: Call external APIs
  • Email: Send emails via SMTP or services
  • Webhooks: Trigger external systems
  • AI Integration: Use AI for text generation and classification

Workflow Components​

Triggers​

Events that start workflows:

  • Form Trigger: When a form is submitted
  • Webhook Trigger: HTTP POST to workflow URL
  • Schedule Trigger: Run on cron schedule
  • Manual Trigger: Start from UI
  • API Trigger: Start via API call

Logic Nodes​

Control workflow flow:

  • Conditional (If/Else): Route based on conditions
  • Switch: Multi-branch routing
  • Loop: Iterate over arrays
  • Delay: Wait for specified duration
  • Merge: Combine multiple branches

Data Nodes​

Transform and manipulate data:

  • Transform: Modify data structure
  • Filter: Remove items based on conditions
  • Aggregate: Group and summarize data
  • Split: Divide data into multiple outputs
  • Set Variable: Store values for later use

Integration Nodes​

Connect to external systems:

  • HTTP Request: Make API calls
  • MongoDB Query: Read from collections
  • MongoDB Write: Insert/update/delete documents
  • Email Send: Send emails
  • Form Prefill: Generate pre-filled form URLs

AI Nodes​

AI-powered operations:

  • AI Prompt: Generate text using AI
  • AI Classify: Categorize data with AI
  • AI Extract: Extract structured data from text

Workflow Lifecycle​

Draft Mode​

  • Not Active: Workflow not executing
  • Editable: Can make changes freely
  • Testable: Can test execution manually

Active Mode​

  • Running: Workflow executes on triggers
  • Monitoring: Track execution in real-time
  • Editable: Can still edit (changes affect new executions)

Paused Mode​

  • Suspended: Workflow not executing
  • Preserved: Configuration maintained
  • Resumable: Can activate anytime

Workflow Limits by Tier​

Workflow usage is limited by subscription tier:

TierExecutions/MonthActive Workflows
Free501
Pro5005
Team5,00025
EnterpriseUnlimitedUnlimited

Execution Engine​

The workflow execution engine provides:

  • Async Processing - Queue-based execution system
  • Retry Logic - Configurable policies with exponential backoff
  • Error Handling - Stop, continue, or rollback strategies
  • Timeout Management - Per-node and workflow-level timeouts
  • Execution Modes - Sequential, parallel, or auto-detected
  • Job Queue - MongoDB-based with priority support

Use Cases​

Form Processing​

  • Send confirmation emails after form submission
  • Notify team members of new submissions
  • Validate and enrich form data
  • Route submissions to different systems

Data Synchronization​

  • Sync data between MongoDB collections
  • Update related records
  • Maintain data consistency
  • Aggregate data from multiple sources

Business Automation​

  • Process orders and invoices
  • Generate reports on schedule
  • Send reminders and notifications
  • Automate approval workflows

Integration​

  • Connect to CRM systems
  • Sync with external databases
  • Send data to analytics platforms
  • Integrate with third-party services

Getting Started​

  1. Templates - Start with pre-built workflow templates (recommended)
  2. Creating Workflows - Learn how to build workflows from scratch
  3. Node Types - Explore all available nodes
  4. Execution - Understand workflow execution

Next Steps​

Ready to automate? Start with the Creating Workflows Guide.