[{"data":1,"prerenderedAt":899},["ShallowReactive",2],{"docs:en:\u002Fdocs\u002Fworkflows\u002Fbuilder":3},{"page":4,"navigation":775,"surround":894,"prefix":778},{"id":5,"title":6,"body":7,"description":767,"extension":768,"meta":769,"navigation":770,"path":771,"seo":772,"stem":773,"__hash__":774},"agentDocs\u002Fdocs\u002F4.workflows\u002F2.builder.md","The builder",{"type":8,"value":9,"toc":744},"minimark",[10,19,24,27,74,84,88,94,101,108,143,147,150,161,180,184,192,199,216,220,250,253,256,260,267,273,320,331,334,340,345,356,361,365,375,392,399,405,409,420,434,454,458,461,481,488,492,499,513,517,524,529,533,536,612,615,619,622,676,680,715,719,734],[11,12,13,14,18],"p",{},"The builder is where a workflow is created. On the left is the column ",[15,16,17],"strong",{},"Build",", a chat that creates and changes the steps for you. In the middle is the canvas with one card per step.",[20,21,23],"h2",{"id":22},"open-the-builder","Open the builder",[11,25,26],{},"There are three ways into the builder:",[28,29,30,45,64],"ul",{},[31,32,33,34,37,38,41,42,44],"li",{},"From the chat: in an empty conversation, click ",[15,35,36],{},"Create workflow"," below the input field and describe the process. The chat shows the card ",[15,39,40],{},"Build workflow",". ",[15,43,17],{}," opens the builder, and the chat there starts building at once.",[31,46,47,48,51,52,55,56,59,60,63],{},"Empty: on the page ",[15,49,50],{},"Agents",", choose ",[15,53,54],{},"Create empty workflow"," in the menu with the three dots. You get a trigger ",[15,57,58],{},"Form"," and a step ",[15,61,62],{},"New step"," with an empty instruction.",[31,65,66,67,69,70,73],{},"From a template: on the page ",[15,68,50],{},", open ",[15,71,72],{},"Templates and ideas",". The chat then asks for what the template cannot bring along, such as recipient, folder or mailbox.",[11,75,76,77,80,81,83],{},"You find ideas on the templates page and in the chat. Clicking an idea opens a dialog. Adjust the description in the field ",[15,78,79],{},"Order to the builder",", then click ",[15,82,17],{},".",[20,85,87],{"id":86},"build-in-the-chat","Build in the chat",[11,89,90,91,93],{},"Write in the column ",[15,92,17],{}," what should happen. The chat changes the cards on the canvas directly.",[11,95,96,97,100],{},"On an empty canvas, the chat first works out which tools it needs and which fixed values only you can name, such as recipient, folder or channel. Then the card ",[15,98,99],{},"Build plan"," shows the planned steps as a checklist and ticks off each step as it is created. Afterwards lowcloud checks the process, and the chat fixes errors in a second pass. If something remains open, the round ends with \"Workflow is not yet executable: …\".",[11,102,103,104,107],{},"At the end, the chat writes whether the workflow is executable. If fixed values are missing, it names every one of them. You answer in the chat or enter the value directly on the step. For folders, workbooks and tables in SharePoint or OneDrive, and for a team, channel or chat in Microsoft Teams, the chat shows a picker with the button ",[15,105,106],{},"Apply"," instead of a question.",[28,109,110,116,119,130,137,140],{},[31,111,112,113,83],{},"Above each answer is a collapsed line with what the chat did. A round without a change is called ",[15,114,115],{},"Thought",[31,117,118],{},"The microphone dictates into the input field.",[31,120,121,122,125,126,129],{},"If a round fails, the card ",[15,123,124],{},"That did not work"," appears above the input field, with the reason and the button ",[15,127,128],{},"Again",". The input field remains usable.",[31,131,132,133,136],{},"The model of the chat is always set to ",[15,134,135],{},"Automatic"," and cannot be changed. You choose the model of an individual step freely.",[31,138,139],{},"The chat cannot connect an account, bind a mailbox or create a skill. It says what is missing and points to the trigger or to the connections.",[31,141,142],{},"The chat history is saved with the workflow and loaded again.",[20,144,146],{"id":145},"change-a-workflow-in-the-chat","Change a workflow in the chat",[11,148,149],{},"Write the change into the chat, for example \"make the answer shorter\" or \"send this via Teams instead of email\". You can also ask a question, for example \"What does this workflow do?\". A question changes nothing in the workflow, and the answer says so.",[11,151,152,153,156,157,160],{},"If the connection for a service is missing, the chat shows the card ",[15,154,155],{},"Connection missing"," with a button ",[15,158,159],{},"Connect"," per service. Without a connection, the step fails in the run.",[11,162,163,164,167,168,171,172,175,176,179],{},"If a card is open or a run is selected in ",[15,165,166],{},"Runs",", a reference appears above the input field, for example ",[15,169,170],{},"Reference to the step …",", ",[15,173,174],{},"Reference to the trigger …"," or ",[15,177,178],{},"Reference to run #7",". As long as it is there, \"make this shorter\" means this step. The × next to it switches the reference off for the next messages. If you open another card, it comes back.",[20,181,183],{"id":182},"edit-steps-by-hand","Edit steps by hand",[11,185,186,187,83],{},"Click a card to open its dialog. The chat next to it stays usable and knows which step is open. With the arrows at the left and right of the dialog, you go to the previous or next step. Escape, the × or a click on the dimmed area closes the dialog. Which fields a step has is described under ",[188,189,191],"a",{"href":190},"\u002Fdocs\u002Fworkflows\u002Fsteps","Steps",[11,193,194,195,198],{},"The row ",[15,196,197],{},"Note"," above the tiles is for you and the chat. The agent never reads it in the run. The chat reads it and writes notes itself.",[11,200,201,204,205,208,209,212,213,215],{},[15,202,203],{},"Undo"," (⌘Z) and ",[15,206,207],{},"Redo"," (⇧⌘Z) are in the toolbar of the canvas. Next to them, ",[15,210,211],{},"Rearrange steps"," arranges the cards in a new layout. If you switch workflow, the history for ",[15,214,203],{}," is discarded.",[20,217,219],{"id":218},"connect-insert-duplicate-and-delete-cards","Connect, insert, duplicate and delete cards",[28,221,222,225,241,247],{},[31,223,224],{},"Connect: drag from the handle of a card or of a path row onto another card. You can drag the end of an existing connection to another target.",[31,226,227,228,230,231,171,234,237,238,83],{},"Insert: the + on a connection places a step in between. The + on a last card appends a step or connects the card to an existing one. Every path row that ends also has a +. Every + opens the menu ",[15,229,62],{}," with ",[15,232,233],{},"Agent",[15,235,236],{},"Action"," and ",[15,239,240],{},"Condition",[31,242,243,244,83],{},"Duplicate: the copy takes over the settings without the paths. Its name gets ",[15,245,246],{},"(Copy)",[31,248,249],{},"Delete: if the step has exactly one target, the gap is bridged. Otherwise the paths end there, with the notice \"A path now ends here\".",[11,251,252],{},"A newly inserted step stays closed and shows a notice until you have written its task.",[11,254,255],{},"You cannot delete or duplicate the trigger. You cannot delete the last remaining step. Two paths of one step cannot point at the same target.",[20,257,259],{"id":258},"test-a-workflow","Test a workflow",[11,261,262,263,266],{},"You start a test run in the panel ",[15,264,265],{},"Test run"," below the trigger card. What the panel needs depends on the trigger: the fields of the start form, a real event from the connected mailbox, or nothing.",[268,269,270],"warning",{},[11,271,272],{},"A test run behaves like production. Tools without approval really send.",[274,275,276,283,286,300,317],"ol",{},[31,277,278,279,282],{},"For an integration trigger, click ",[15,280,281],{},"Load latest events",". The panel loads real events from the connected account.",[31,284,285],{},"Select an event.",[31,287,288,289,292,293,296,297,83],{},"Click the start button. It is called ",[15,290,291],{},"Start test run",", for an event trigger ",[15,294,295],{},"Test with this event",", and for a schedule ",[15,298,299],{},"Simulate tick",[31,301,302,303,230,306,175,309,312,313,316],{},"Answer on the card that stops the run: for ",[15,304,305],{},"Waiting for your approval",[15,307,308],{},"Approve",[15,310,311],{},"Reject",", for ",[15,314,315],{},"The step is asking you"," in the answer field.",[31,318,319],{},"Check the result strip of each card.",[11,321,322,323,326,327,330],{},"There are no invented events. ",[15,324,325],{},"Trigger only"," in the menu next to the start button stops directly after the trigger. During the run, the button shows ",[15,328,329],{},"Stop",". For a trigger where nobody is watching, the test runs without questions and notifications.",[11,332,333],{},"If the test cannot start, the panel names the reason, for example a red notice on a card.",[11,335,336,337,83],{},"The result strip shows status, duration, tokens and the number of tool calls. Expanded, it shows output and context. If you change a step, its result stays and is marked ",[15,338,339],{},"From before your change",[341,342,344],"h3",{"id":343},"repeat-a-single-step","Repeat a single step",[11,346,347,348,351,352,355],{},"If a card has a saved intermediate state, it carries a ▶ (",[15,349,350],{},"This step only","). It replays this step against the current canvas without restarting the run. ",[15,353,354],{},"Continue from here"," then carries on. Everything that came after this step in the run is discarded in the process.",[11,357,358,359,83],{},"The trigger has no ▶. There, you start a run via the panel ",[15,360,265],{},[20,362,364],{"id":363},"view-runs","View runs",[11,366,367,368,370,371,374],{},"Expand ",[15,369,166],{}," at the bottom edge of the canvas. On the left are the runs with status, run, time, duration and tokens. A run against the draft is shown as ",[15,372,373],{},"Draft"," instead of a version number. On the right is the timeline of the selected run.",[11,376,377,378,381,382,171,385,237,388,391],{},"A click on a row opens the run. The cards then show what it did, and the next ▶ builds on its state. ",[15,379,380],{},"Replay"," walks the timeline step by step on the diagram, with ",[15,383,384],{},"Pause",[15,386,387],{},"Continue",[15,389,390],{},"To the end",". What gets marked is the current draft. Steps that no longer exist stay unmarked.",[11,393,394,395,398],{},"In the run view, you resume or discard a waiting run. You grant or reject open approvals and answer open questions. Below is a second chat, ",[15,396,397],{},"Questions about the run",", for questions such as \"Why did the agent act this way?\". It only reads along and decides nothing.",[11,400,401,402,83],{},"There are no statistics or success rate in the builder. The figures are on the overview page of the workflow. What a run contains is described under ",[188,403,166],{"href":404},"\u002Fdocs\u002Fworkflows\u002Fruns",[20,406,408],{"id":407},"publish-a-version","Publish a version",[11,410,411,412,415,416,83],{},"What you see in the builder is always the draft. ",[15,413,414],{},"Publish"," in the header freezes it as the next, immutable version. Nothing starts and nothing stops, and running and waiting runs keep their state. Whether the workflow runs for someone is decided by each person's personal setup, see ",[188,417,419],{"href":418},"\u002Fdocs\u002Fworkflows\u002Fpublishing","Publishing and setup",[11,421,422,423,425,426,429,430,433],{},"The display next to the button shows ",[15,424,373],{}," or the version, for example ",[15,427,428],{},"v3",". If a version already exists, the button is called ",[15,431,432],{},"Publish changes",". If publishing changes the way the workflow starts, a triangle on the button warns and names the change.",[11,435,436,437,440,441,175,444,447,448,41,451,453],{},"If the workflow can be set up personally, the dialog ",[15,438,439],{},"Version 4 published"," opens afterwards. It asks whether the new version should also run for you. You answer with ",[15,442,443],{},"Set up for me",[15,445,446],{},"Update to v4",", or you choose ",[15,449,450],{},"Later",[15,452,450],{}," applies as long as the page stays open.",[341,455,457],{"id":456},"reasons-for-a-refusal","Reasons for a refusal",[11,459,460],{},"lowcloud refuses to publish if",[28,462,463,466,469,472,475,478],{},[31,464,465],{},"the process is not executable. The message reads \"Workflow cannot be published: …\", followed by the findings.",[31,467,468],{},"a step has open fixed values (\"… has open fixed values: …\").",[31,470,471],{},"a step uses a deleted agent, a deleted custom integration or a deleted MCP server.",[31,473,474],{},"a workflow that the team sees contains a private agent, skill or bucket.",[31,476,477],{},"a borrowed agent is locked for the client.",[31,479,480],{},"the trigger is a webhook (\"Webhook triggers are currently not available. The workflow cannot be published.\").",[11,482,483,484,487],{},"You cannot select a webhook in the field ",[15,485,486],{},"Kind"," of the trigger. The chat can still set one on a newly built workflow. This only becomes apparent on publishing.",[20,489,491],{"id":490},"restore-an-older-version","Restore an older version",[11,493,494,495,498],{},"Via the status display in the header you open ",[15,496,497],{},"Versions",". The list shows all frozen versions with their date and marks the published one.",[28,500,501,507],{},[31,502,503,506],{},[15,504,505],{},"Publish this version"," makes an older version the published one again. No new version is created.",[31,508,509,512],{},[15,510,511],{},"Load into draft"," writes the version into the draft on the canvas. The published version stays unchanged until you publish again.",[20,514,516],{"id":515},"build-without-an-account","Build without an account",[11,518,519,520,523],{},"If you come from the website without signing in, a notice with the button ",[15,521,522],{},"Sign in and keep"," is shown above the builder. Your workflow is still saved, in a throwaway workspace with one workflow per visitor. Publishing, versions, connecting services and test runs do not work without an account.",[268,525,526],{},[11,527,528],{},"Without signing in, the workflow is deleted after 7 days.",[20,530,532],{"id":531},"notices-on-cards","Notices on cards",[11,534,535],{},"The builder re-checks the process on every keystroke. Red notices above a card block testing and publishing. Yellow notices are warnings and block nothing.",[537,538,539,552],"table",{},[540,541,542],"thead",{},[543,544,545,549],"tr",{},[546,547,548],"th",{},"Notice",[546,550,551],{},"Cause",[553,554,555,564,572,580,588,596,604],"tbody",{},[543,556,557,561],{},[558,559,560],"td",{},"\"Tool [x] unknown\"",[558,562,563],{},"The tool does not exist in the catalog, or no longer exists.",[543,565,566,569],{},[558,567,568],{},"\"Fixed value for [x] (ref) missing\"",[558,570,571],{},"A parameter is set as a fixed value but is empty.",[543,573,574,577],{},[558,575,576],{},"\"Not reachable from the trigger, connect the flow\"",[558,578,579],{},"No path leads to this step.",[543,581,582,585],{},[558,583,584],{},"\"Target [x] does not exist\"",[558,586,587],{},"A path points to a deleted step.",[543,589,590,593],{},[558,591,592],{},"\"Route [x] without 'When', add a criterion\"",[558,594,595],{},"Only on old agents with two or more paths. There each path needs a criterion.",[543,597,598,601],{},[558,599,600],{},"\"Set a valid five-part schedule\"",[558,602,603],{},"The schedule on the trigger is incomplete.",[543,605,606,609],{},[558,607,608],{},"\"Loop over [a], [b] has no exit\"",[558,610,611],{},"The loop has no path that leaves it.",[11,613,614],{},"The sparkle next to a notice sends it to the chat as a message. The chat explains it and fixes it if possible.",[20,616,618],{"id":617},"save-status","Save status",[11,620,621],{},"You do not have to press a save button. Every change is sent to the server after about one second. You see the state when you click the status display in the header. A click on the row with the state saves immediately.",[537,623,624,634],{},[540,625,626],{},[543,627,628,631],{},[546,629,630],{},"Display",[546,632,633],{},"Meaning",[553,635,636,646,656,666],{},[543,637,638,643],{},[558,639,640],{},[15,641,642],{},"Changes…",[558,644,645],{},"A change is pending and will be written shortly.",[543,647,648,653],{},[558,649,650],{},[15,651,652],{},"Saving…",[558,654,655],{},"The change is being written right now.",[543,657,658,663],{},[558,659,660],{},[15,661,662],{},"Saved",[558,664,665],{},"The server has this state.",[543,667,668,673],{},[558,669,670],{},[15,671,672],{},"Not saved",[558,674,675],{},"Writing failed. The only state that is visible even without a click.",[20,677,679],{"id":678},"limits","Limits",[537,681,682,692],{},[540,683,684],{},[543,685,686,689],{},[546,687,688],{},"Limit",[546,690,691],{},"Value",[553,693,694,704],{},[543,695,696,701],{},[558,697,698,699],{},"Characters per message in the column ",[15,700,17],{},[558,702,703],{},"8000",[543,705,706,712],{},[558,707,708,709,711],{},"Steps that ",[15,710,203],{}," goes back",[558,713,714],{},"60",[20,716,718],{"id":717},"permissions","Permissions",[11,720,721,722,725,726,729,730,733],{},"Anyone who may build (the role ",[15,723,724],{},"admin",", or the former role ",[15,727,728],{},"developer",") can open the builder. People with the role ",[15,731,732],{},"member"," land on the workflow list. There they can run workflows, but not build them.",[11,735,736,737,739,740,83],{},"A client workspace is a workspace that a partner created for a client. There, only someone who belongs to the partner's team and may build in the client workspace builds. The client's people do not build there, not even with the role ",[15,738,724],{},". They land on the workflow list. In the partner's own organisation, where the partner manages its clients, nobody builds. See ",[188,741,743],{"href":742},"\u002Fdocs\u002Fworkspace\u002Fpartner","Partner",{"title":745,"searchDepth":746,"depth":746,"links":747},"",2,[748,749,750,751,752,753,757,758,761,762,763,764,765,766],{"id":22,"depth":746,"text":23},{"id":86,"depth":746,"text":87},{"id":145,"depth":746,"text":146},{"id":182,"depth":746,"text":183},{"id":218,"depth":746,"text":219},{"id":258,"depth":746,"text":259,"children":754},[755],{"id":343,"depth":756,"text":344},3,{"id":363,"depth":746,"text":364},{"id":407,"depth":746,"text":408,"children":759},[760],{"id":456,"depth":756,"text":457},{"id":490,"depth":746,"text":491},{"id":515,"depth":746,"text":516},{"id":531,"depth":746,"text":532},{"id":617,"depth":746,"text":618},{"id":678,"depth":746,"text":679},{"id":717,"depth":746,"text":718},"Build a workflow in the chat or by hand, test it and publish versions.","md",{},true,"\u002Fdocs\u002Fworkflows\u002Fbuilder",{"title":6,"description":767},"docs\u002F4.workflows\u002F2.builder","P8aYl40kNfeSMdk-Eo9Vf9eVYRy9puCxyX0qoCLy7eI",[776],{"title":777,"path":778,"stem":779,"children":780,"page":-1},"Docs","\u002Fdocs","docs",[781,784,803,808,833,854,859,873,878],{"title":782,"path":778,"stem":783},"Documentation","docs\u002Findex",{"title":785,"icon":786,"path":787,"stem":788,"children":789,"page":802},"Getting started","i-lucide-compass","\u002Fdocs\u002Fgetting-started","docs\u002F1.getting-started",[790,794,798],{"title":791,"path":792,"stem":793},"Overview","\u002Fdocs\u002Fgetting-started\u002Foverview","docs\u002F1.getting-started\u002F1.overview",{"title":795,"path":796,"stem":797},"Quickstart","\u002Fdocs\u002Fgetting-started\u002Fquickstart","docs\u002F1.getting-started\u002F2.quickstart",{"title":799,"path":800,"stem":801},"Glossary","\u002Fdocs\u002Fgetting-started\u002Fglossary","docs\u002F1.getting-started\u002F3.glossary",false,{"title":804,"path":805,"stem":806,"icon":807},"Chat","\u002Fdocs\u002Fchat","docs\u002F2.chat","i-lucide-message-circle",{"title":50,"icon":809,"path":810,"stem":811,"children":812,"page":802},"i-lucide-bot","\u002Fdocs\u002Fagents","docs\u002F3.agents",[813,817,821,825,829],{"title":814,"path":815,"stem":816},"Building agents","\u002Fdocs\u002Fagents\u002Fbuilding","docs\u002F3.agents\u002F1.building",{"title":818,"path":819,"stem":820},"Knowledge","\u002Fdocs\u002Fagents\u002Fknowledge","docs\u002F3.agents\u002F2.knowledge",{"title":822,"path":823,"stem":824},"Skills","\u002Fdocs\u002Fagents\u002Fskills","docs\u002F3.agents\u002F3.skills",{"title":826,"path":827,"stem":828},"Sharing and access","\u002Fdocs\u002Fagents\u002Fsharing","docs\u002F3.agents\u002F4.sharing",{"title":830,"path":831,"stem":832},"Microsoft Teams","\u002Fdocs\u002Fagents\u002Fteams","docs\u002F3.agents\u002F5.teams",{"title":834,"icon":835,"path":836,"stem":837,"children":838,"page":802},"Workflows","i-lucide-workflow","\u002Fdocs\u002Fworkflows","docs\u002F4.workflows",[839,843,844,846,850,852],{"title":840,"path":841,"stem":842},"Your first workflow","\u002Fdocs\u002Fworkflows\u002Ffirst-workflow","docs\u002F4.workflows\u002F1.first-workflow",{"title":6,"path":771,"stem":773},{"title":191,"path":190,"stem":845},"docs\u002F4.workflows\u002F3.steps",{"title":847,"path":848,"stem":849},"Triggers","\u002Fdocs\u002Fworkflows\u002Ftriggers","docs\u002F4.workflows\u002F4.triggers",{"title":419,"path":418,"stem":851},"docs\u002F4.workflows\u002F5.publishing",{"title":166,"path":404,"stem":853},"docs\u002F4.workflows\u002F6.runs",{"title":855,"path":856,"stem":857,"icon":858},"Approvals","\u002Fdocs\u002Fapprovals","docs\u002F5.approvals","i-lucide-check-check",{"title":860,"icon":861,"path":862,"stem":863,"children":864,"page":802},"Integrations","i-lucide-cable","\u002Fdocs\u002Fconnections","docs\u002F6.connections",[865,869],{"title":866,"path":867,"stem":868},"Connecting services","\u002Fdocs\u002Fconnections\u002Fservices","docs\u002F6.connections\u002F1.services",{"title":870,"path":871,"stem":872},"Custom integrations and MCP","\u002Fdocs\u002Fconnections\u002Fcustom","docs\u002F6.connections\u002F2.custom",{"title":874,"path":875,"stem":876,"icon":877},"Sovereignty","\u002Fdocs\u002Fsovereignty","docs\u002F7.sovereignty","i-lucide-shield-check",{"title":879,"icon":880,"path":881,"stem":882,"children":883,"page":802},"Workspace","i-lucide-users","\u002Fdocs\u002Fworkspace","docs\u002F8.workspace",[884,888,892],{"title":885,"path":886,"stem":887},"Workspace and roles","\u002Fdocs\u002Fworkspace\u002Froles","docs\u002F8.workspace\u002F1.roles",{"title":889,"path":890,"stem":891},"Credit and costs","\u002Fdocs\u002Fworkspace\u002Fcosts","docs\u002F8.workspace\u002F2.costs",{"title":743,"path":742,"stem":893},"docs\u002F8.workspace\u002F3.partner",[895,897],{"title":840,"path":841,"stem":842,"description":896,"children":-1},"Describe a workflow in the chat, test it, publish it and set it up for yourself.",{"title":191,"path":190,"stem":845,"description":898,"children":-1},"Set up agents, actions and conditions and pass results on through the context.",1791184597763]