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Overview

Create custom workflows that automate your specific needs. This guide walks you through building workflows from scratch.

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Workflow Editor

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Opening the Editor

  1. Go to Settings → Workflows
  2. Click “Create New Workflow”
  3. Or edit existing: Click workflow → “Edit”

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Editor Interface

The workflow editor has three main areas:
  • Canvas: Visual workflow designer
  • Actions Panel: Available actions to add
  • Properties: Configure selected action

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Creating Your First Workflow

Let’s create a simple “Summarize & Save” workflow:
1

Create New Workflow

Settings → Workflows → Create New Workflow
2

Name Your Workflow

Give it a descriptive name: “Quick Summary to Notes”
3

Add Input Action

Drag “Text Input” to the canvas - this accepts your input
4

Add AI Action

Drag “AI Prompt” and configure:
Summarize the following in 3 bullet points:
{{input}}
5

Add Output Action

Drag “Save to File” and configure save location
6

Connect Actions

Click and drag from output port to input port
7

Test & Save

Click “Test” to verify, then “Save”

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Actions Reference

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Input Actions

ActionDescription
Text InputManual text entry
Selected TextCurrent text selection
ClipboardClipboard contents
File InputRead from file
Screen CaptureCapture screen region
DictationSpeech-to-text input

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Processing Actions

ActionDescription
AI PromptSend to AI with custom prompt
TranslateTranslate between languages
SummarizeCreate summary
FormatApply text formatting
TransformText transformations
OCRExtract text from image

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Logic Actions

ActionDescription
ConditionIf/else branching
LoopRepeat for multiple items
SplitDivide text by delimiter
MergeCombine multiple inputs
FilterFilter items by criteria

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Output Actions

ActionDescription
DisplayShow in chat/popup
ClipboardCopy to clipboard
Save FileWrite to file
Knowledge BaseAdd to KB
NotificationSystem notification

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Variables & Data Flow

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Using Variables

Reference data between actions with {{variable}}: 
{{input}}          - Original input
{{step1.output}}   - Output from step 1
{{clipboard}}      - Current clipboard
{{date}}          - Current date
{{selection}}      - Selected text

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Custom Variables

Define custom variables in workflow settings: 
{
  "language": "Spanish",
  "max_length": 500,
  "style": "professional"
}
Use in prompts: Translate to {{language}}

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Advanced Features

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Conditional Logic

Add conditions to control flow: 
condition:
  if: "{{input.length}} > 1000"
  then: use_summary_action
  else: use_full_text

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Loops

Process multiple items: 
loop:
  for_each: "{{items}}"
  action: translate_action
  collect: translated_items

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Error Handling

Define fallbacks for errors: 
action:
  name: web_search
  on_error:
    - retry: 3
    - fallback: use_cached_result

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Workflow Templates

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Research Template

name: Research Topic
inputs:
  - topic: string
actions:
  - search_web:
      query: "{{topic}} research papers 2024"
  - summarize:
      content: "{{search_results}}"
      format: "bullet_points"
  - save_to_kb:
      collection: "Research"

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Content Processing Template

name: Process Content
inputs:
  - content: text
  - target_language: string
actions:
  - grammar_check:
      text: "{{content}}"
  - translate:
      text: "{{grammar_checked}}"
      to: "{{target_language}}"
  - output:
      display: true
      clipboard: true

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Sharing Workflows

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Export

Export workflows to share:
  1. Right-click workflow → Export
  2. Choose format (JSON or .enconvo)
  3. Share the file

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Import

Import shared workflows:
  1. Settings → Workflows → Import
  2. Select workflow file
  3. Review and confirm

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Community Workflows

Browse community workflows:
  1. Settings → Workflows → Browse Community
  2. Preview and install

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Best Practices

Begin with 2-3 actions. Add complexity only when needed.
Test each action as you add it, not just the final workflow.
Name workflows and actions clearly so their purpose is obvious.
Add descriptions explaining what each workflow does and when to use it.
Add error handling for critical workflows that must complete.

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Troubleshooting

  • Check all connections are complete
  • Verify required inputs are provided
  • Look for error indicators on actions
  • Check variable references are correct
  • Verify action order is logical
  • Test individual actions to isolate issues
  • Reduce unnecessary actions
  • Use parallel actions where possible
  • Consider caching frequent operations

Extensions

Use plugins in workflows

SmartBar

Run workflows from SmartBar