Steps & Connections
Steps and connections are the two fundamental building blocks of every Canvas workflow.
What is a Step?
A step is a single unit of work on the canvas. It might send an email, check a condition, filter a list of records, or call an external API. Each step appears as a card on the canvas with a label, an icon indicating its type, and connection handles.
Every step has:
- Inputs — Data flowing into the step (shown as handles on the left side).
- Outputs — Data flowing out of the step (shown as handles on the right side).
- Configuration — Settings specific to that step type, edited in the right panel.
Adding Steps
There are three ways to add a step to your canvas:
- Drag from the left panel — Browse categories and drag a step type onto the canvas.
- AI command palette — Press Ctrl + K, describe what you want, and Canvas suggests the right step.
- Context menu — Right-click on empty canvas space and select "Add Step."
Connections
A connection is a line drawn from one step's output handle to another step's input handle. Connections define the flow of data and the order in which steps run.
To create a connection:
- Hover over the output handle (right side) of a step until it highlights.
- Click and drag to the input handle (left side) of the target step.
- Release to complete the connection.
Connections are animated to show the direction of data flow. You can click a connection line to select it and press Delete to remove it.
Branching and Merging
- One-to-many — A single output can connect to multiple steps, creating parallel branches.
- Many-to-one — Multiple outputs can connect to a single input using a Merge step, combining parallel branches back together.
- Conditional — Condition steps have multiple outputs (e.g., "Yes" and "No"), routing data down different paths based on your rules.
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