Automation Workflows

Build Visual
Automation Workflows

Comprehensive guide to building visual automation workflows that connect triggers, actions, and AI processing.

GenMB workflows let you automate backend logic without writing code. Drag nodes onto a visual canvas, connect them, and deploy powerful automations that respond to webhooks, run on schedules, and process data with AI.

How to Build a Workflow

Create and deploy an automation workflow in five steps.

1

Create a new workflow

Open any app, navigate to the Automation panel, and click "New Workflow" to open the visual workflow builder canvas.

2

Add your first node

Drag nodes onto the canvas. Start with a trigger (Webhook or Schedule), then add action nodes like HTTP Request, Email, or AI Processing.

3

Configure node settings

Click any node to configure it. Set URLs for HTTP requests, email templates for notifications, conditions for branching logic, or prompts for AI nodes.

4

Connect and test

Draw connections between nodes to define the execution flow. Use the "Test" button to run your workflow with sample data and verify each step works correctly.

5

Activate and monitor

Toggle your workflow to active. It will run automatically when triggered. Monitor executions in the History tab to track success, failures, and performance.

Node Types Reference

GenMB workflows support six node types, each designed for a specific automation task. Combine them to build powerful backend logic without writing code.

  • HTTP Request — Make API calls to any external service. Configure method (GET, POST, PUT, DELETE), headers, body, and authentication. Use data from previous nodes with variable interpolation.
  • Email — Send email notifications with customizable templates. Include dynamic data from your workflow using variables. Perfect for alerts, confirmations, and reports.
  • Conditional — Route workflow execution based on conditions. Define if/else logic to branch your workflow. Check values, compare data, or evaluate expressions.
  • Delay — Pause workflow execution for a specified duration. Useful for rate limiting, scheduling follow-ups, or waiting for external processes to complete.
  • AI Processing — Send data through a language model for classification, summarization, extraction, or generation. Configure the prompt and use the AI output in subsequent nodes.
  • Data Transform — Reshape, filter, or combine data between nodes. Map fields, extract values, merge arrays, or format data for the next step in your workflow.

Triggers and Scheduling

Every workflow starts with a trigger. Choose between webhook triggers for real-time events or schedule triggers for recurring automation.

  • Webhook triggers generate a unique URL for your workflow. Send HTTP requests to this URL from any external service, form, or API to start execution.
  • Schedule triggers run your workflow at fixed intervals — every minute, hour, day, or week. Configure the schedule using a simple frequency selector.
  • Manual triggers let you run workflows on-demand from the GenMB interface. Great for testing or one-off automations.
  • Each trigger passes data to the first node. Webhook triggers pass the request body; schedule triggers pass the current timestamp and run metadata.

Execution History

Every workflow execution is logged with detailed information about each node. Use the history to debug issues, monitor performance, and verify your automations are working correctly.

  • View the status of every execution — success, failure, or in-progress. Click any execution to see the full trace.
  • Inspect individual node results including input data, output data, execution time, and any errors that occurred.
  • Filter executions by status, date range, or trigger type to find specific runs quickly.
  • Failed executions show detailed error messages and the exact node where the failure occurred, making debugging straightforward.

Best Practices

Follow these tips to build reliable, maintainable automation workflows.

  • Start simple — build and test one node at a time before adding complexity. Verify each step works before connecting the next.
  • Use descriptive names for your workflows and nodes. When you have multiple workflows, clear naming makes management easier.
  • Add error handling with conditional nodes after critical steps. Check for error responses before proceeding to avoid cascading failures.
  • Test with sample data before activating. Use the test button to simulate real executions without affecting production data.
  • Monitor execution history regularly. Set up email notifications for failed executions so you can respond quickly to issues.

Frequently Asked Questions

What are automation workflows?
Automation workflows are visual backend logic builders in GenMB. You connect nodes on a canvas to create automated processes — HTTP requests, email notifications, conditional logic, AI processing, and more — without writing backend code.
How do I trigger a workflow?
Workflows can be triggered three ways: webhook URLs (send HTTP requests from any service), schedules (run at fixed intervals), or manually from the GenMB interface.
Can workflows call external APIs?
Yes. The HTTP Request node can call any external API with configurable methods, headers, body, and authentication. Use data from previous nodes with variable interpolation.
Can I use AI in my workflows?
Yes. The AI Processing node sends data through a language model for tasks like classification, summarization, content generation, or data extraction. Configure the prompt and use the output in subsequent nodes.
How do I debug a failed workflow?
Open the Execution History tab, find the failed run, and click to inspect it. You'll see the exact node that failed, the input it received, and the error message. Fix the node configuration and re-test.

Ready to automate?

Create your first workflow and start automating backend logic visually.

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