Create a Workflow

A workflow is a set of steps (nodes) connected together.

Each step does one thing, like:

• Get text from the page
• Click a button
• Fill a form field
• Clean or format the data
• Send the result somewhere

---

How to build a new workflow

1. Click the Agentic WorkFlow icon in your browser.
2. Choose Create New Workflow (or Start from Blank).
3. Click Add first step….
4. Search for a node you want (for example Get Selected Text) and add it.
5. Click the node to open its settings and choose the options you want.
6. Add more nodes and connect them.
7. To test, open the page you want to automate, then click Execute Workflow.
8. Click each node to see its output.

You can automate tasks such as:

• Extracting page content
• Interacting with forms or elements
• Processing data with AI
• Branching logic or loops
• Combining browser and external data

If you’re new, try the Quick Intro Tutorial first to experiment with basic browser nodes.

---

Run workflows manually vs automatically

Manual execution

Best for testing, or when you want to decide exactly when to run:

1. Open the page you want to automate.
2. Open the extension and choose your workflow.
3. Click Execute Workflow.
4. Nodes will run in order using the current page state.

Automatic execution (future feature)

If your workflow starts with a trigger node, it can start automatically.

Examples:

• Start when a page loads
• Start on a schedule
• Start when you click a built-in button

To learn more about triggers, see When Started and Schedule Trigger.

Even when you use triggers, manual runs are still useful for testing.

---

Execution context and limitations

• Workflows run in the page you currently view, so they see real-time content and page structure.
• Because they run inside the browser, workflows are subject to browser security rules (e.g. cross-origin constraints).
• Very large workflows or heavy processing may hit browser performance limits (memory, CPU).
• Workflows are saved locally in your extension — they persist across browser sessions. You can export/import workflows to share or back them up.

---

Tips for building reliable workflows

• Add nodes gradually. Test often instead of building everything at once.
• Use If / conditional nodes to manage different paths.
• In each node, inspect results to understand what data you have.
• Use meaningful names or notes for nodes — this helps you and others read the flow.
• Start with templates from the Marketplace to learn patterns and best practices.

---

What’s next?

Quick Intro Tutorial

A simple step‑by‑step example using browser extraction and basic processing.

Go →

Learning Path

See a full roadmap from beginner to advanced workflows.

Go →

Browser Nodes Reference

Discover all supported browser interaction nodes (click, scroll, forms, etc.).

Go →

AI & Local Models

Learn how to incorporate LLMs for text processing, summarization, reasoning, and more.

Go →