Create the workflow
Open Workflows
Click Workflows in the sidebar, then Create workflow.
Choose Blank workflow
The editor opens with an Untitled Workflow.
Name it
Click the name at the top left (Rename this workflow) and type a new one.
Add nodes
The Nodes panel starts closed: click the shapes button at the top left of the canvas (Toggle nodes panel) to open it. Click a node to place it at the centre of the view with its settings open, or drag it where you want it; see How the panel is organised.
Connect ports
Drag from one node's output handle to another node's input handle. While you drag, a handle under the pointer shows a green ring if it accepts the wire and a red ring if it does not.
A wire must fit its ports, which a node's settings list under Ports with their types, such as (json) or (array). Matching types fit, and so does a port typed any on either end. An array output fits any input, and json and array fit each other. The canvas refuses a wire that would form a loop, repeat an existing wire, or join a node to itself.
To move a wire, drag its end to another handle. To remove one, click it and press Backspace or Delete.
Configure each node
Click a node to open its settings on the right; type in the first line to rename it.
A required field carries an asterisk and reads Required until it is filled. The editor still saves a half-set node, so fill every required field before you run. A JSON field reads Invalid JSON — not saved until its text parses.
Below the fields, Output data shows what the node produced in the run on the canvas. Delete Node removes the node and its wires.
Set what a run works on
An Input node, under Data Sources, sets what a run works on; a blank workflow has none until you add one. A workflow started by a webhook or a signal can begin at Trigger instead. The Input node's Source is one of:
- Asset — a single ticker: a Symbol and its Market (Equity (Stocks), Crypto, Forex or Futures).
- Watchlist — a saved or inline list: a Saved watchlist, or Inline symbols (fallback) typed as a comma-separated list.
- Universe — a screener candidate pool: a Universe preset such as NASDAQ 100, Dow 30 or Custom list (use field below) with your own Custom tickers (preset = "Custom"). Exclude tickers already on watchlist (optional) drops tickers already on the watchlist you pick, so the run surfaces only new candidates.
- Book — the account a deployed strategy decides from: the root of an Agent strategy deployed to paper in Trade. A run you start with Run fails, because only the deployment supplies the book; see Deploy a strategy.
The output port follows the choice: Asset for one ticker, Assets for a list. With a list, a node after it that takes one symbol runs once per symbol, and a node that takes a list gets the whole list. See Use watchlists in workflows and dashboards.
Subject source is Configured source only by default. Run subject, else configured source (dual-mode) lets a run started for one symbol, from a dashboard for example, analyse that symbol alone. Other runs fall back to the source above.
Add an Output node
From Core, add Output, wire your last node into its Data input and name it in Output Name; columns and expectations are optional. See Output.
Save
The editor saves about two seconds after your last edit. Save in the top bar saves at once and reads Saved once the server holds everything. For a numbered version of the graph, use Save version… in the bar below it; see Versions.
Run and read the Console
Click Run
Unsaved edits are saved first. A workflow that declares required run inputs opens a dialog titled Run and the workflow's name. A symbol field accepts only a result from its search. These inputs apply only to this run. The box below them reads Historical median: ~N credits per run once the workflow has run before, or First run · cost unavailable; see credits. Click Run workflow.
Watch the canvas
The top bar shows the run's status, and Run becomes Stop. If you click Stop, it reads Stopping… until the run ends, and Force cancel appears after 30 seconds. Each node shows a pill: Running…, Completed · and its duration, Failed or Skipped. Click Output under the pill to read the node's output.
Read the Console
It opens at the bottom when the run completes or fails. A failed run shows Error and the message first; see Troubleshooting. Below, the Console shows what each Output node produced, one tab per node when there are several. An empty output reads This output is empty., and a completed run without Output nodes reads This run produced no outputs.
If a run with the same inputs is already active, started elsewhere, Run answers Run already in progress and shows that run instead.
Workflow settings
The gear at the far right of the top bar (Settings) opens Workflow Settings, with the timeouts, On node failure and, on a strategy workflow with Backtesting on, Parameters. See Run and node timeouts and Parameters a run can vary.