Getting Started

The Workflow Canvas is MergePoint's visual editor for building automations. Each workflow is a graph: nodes are the steps, and edges are the connections between them.

Opening the Canvas

From the Workflows section, click New Workflow or select an existing workflow to open it. The canvas loads in Edit mode by default.

The Node Toolbar

The Node Toolbar sits on the left side of the canvas. It contains every node type you can add to your workflow, organised by category:

• Triggers — define when a workflow starts (Manual, Scheduled, Webhook, and event-based triggers)
• Logic — branching, loops, error handling
• Data — read/write records, look up data
• Actions — send emails, call APIs, write to Google Sheets, run OCR, and more
• Human in the Loop — steps that pause for a human to review, approve, or enter data
• Nodes — AI, web search, file processing, and integrations

Trigger-first lock: Until you configure the Start trigger, the rest of the toolbar stays locked. Set your trigger first — the canvas unlocks immediately after.

Adding Nodes

Three ways to add a node:

1. Click a node in the toolbar — it appears on the canvas near the last selected node.
2. Drag from the toolbar — drag any node type and drop it exactly where you want it.
3. Click the + handle on an existing node — opens a quick-add picker inline.

Connecting Nodes

Hover over a node to reveal its output handles (right side) and input handles (left side). Drag from an output handle to an input handle on another node to create a connection.

• Branch nodes (e.g. Decision nodes) show one handle per output branch, so you can route different paths independently.
• Connections can be deleted by clicking an edge and pressing Delete, or via the edge context menu.

Canvas Controls

Sticky Notes

Sticky notes are non-executable annotations you can place anywhere on the canvas — for instructions, context, or section labels. Add one from the toolbar. They don't run as part of the workflow.

Edit vs Play Mode

The Mode Toggle in the top bar switches between:

• Edit — build and configure nodes. The right pane shows each node's configuration inspector.
• Play — trigger a run and watch it execute in real time. The right pane switches to Run History.

Next Steps

• Configure a trigger to define when your workflow runs.
• Configuring Nodes to set up each step's inputs and outputs.
• Run History & Inspecting Runs to review execution results.