Create workflow

Accessing workflow page

Workflow's in NocoDB are base specific. To create a new workflow, open the desired base and

1. From base Overview page, click on the Create Empty Workflow button.
   • Alternatively, Click Create New in the left sidebar and select Workflow.
2. Specify a name for the workflow and click Create Workflow.
   • Optionally, provide a description to explain the workflow's purpose.

You will land on the workflow editor page to configure the workflow.

• Workflow list : View all workflows in the base in the left sidebar
• Toolbar : Access workflow actions and settings
• Editor canvas : Design the workflow by adding and connecting nodes
• Sidebar : Configure selected node properties

Configuring workflow

NocoDB Workflow builder provides a visual interface to design automation logic using interconnected nodes. To configure a workflow, follow these steps:

1. Name the workflow: Provide a clear and descriptive name to identify the workflow easily. Optionally, add a description to explain its purpose.

2. Select Trigger: Choose how the workflow should be initiated & configure additional node specific settings (resource & conditions) as required. There can be only one trigger node per workflow. Supported trigger types include:

   • Record trigger – Runs when a record is created, updated, or deleted
   • Manual trigger – Runs when triggered manually by a user
   • Scheduled trigger – Runs at specified time intervals

3. Add Action nodes: Define what happens when the workflow is triggered. You can chain multiple action nodes to perform sequential operations. Common action nodes include:

   • Create / Update Record – Modify data in a table
   • Send Notification – Notify users via supported channels

4. Include Flow control nodes: [Optional] Add flow control nodes to manage execution logic, such as:

   • If / else – Conditional branching based on field values or runtime data
   • Iterate – Loop through a list of items and perform actions for each item

5. Test workflow: Use Test Step to validate individual nodes to verify correct configuration and expected behavior.

6. Publish workflow: Once satisfied with the configuration, use toggle button in the toolbar to enable the workflow & click Publish to save changes. An enabled workflow will run automatically when triggered.