Andri
Workflows

Workflow editor overview

The workflow editor is a visual canvas where you connect nodes to build automated processes. Each node represents a step in your workflow.

The workflow editor showing a Contract Redline Response workflow with connected nodes

Canvas layout

When you open a workflow, you see:

  • Node cards: each card represents one step, whether a trigger, an AI task, a document, or a branch

  • Connection lines: arrows showing the flow from one node to the next

  • Add Node button: add new steps to your workflow

  • Settings: configure workflow-level options

  • Save Draft: save your changes without publishing

  • Publish: make the workflow available for use in cases

Add a node

Click + Add Node to see all available node types organized by category:

  • Triggers: start the workflow automatically or manually

  • AI Processing: run prompts or actions through Andri

  • Document Creation: generate Word, Excel, PowerPoint, or PDF files

  • Communication: send emails or record activity

  • Control Flow: branch, pause, or gate your workflow

  • Time & Tracking: record billable time and activity, shown when assignments are enabled for your firm

Select a node type to add it to your canvas. You can then configure each node individually.

Connect nodes

Drag from the output of one node to create a line connecting to the next node. Steps then run along the connections you drew.

Some nodes have more than one output. A Conditional Check has a true output and a false output, and an Ask user step has one output per answer option, so the run continues down whichever branch matches the result.

Check what happened on a run

Runs are not shown on the canvas. Open the case where the workflow is activated, click the workflow in the case Workflows list, and Execution History lists each run with its execution reference, the number of steps executed, when it started, and how long it took. Open a run to see the step timeline, including any step that failed or is waiting for approval.

Save or publish

  • Save Draft keeps your changes without publishing them

  • Publish validates the workflow and makes it available to activate in cases

Publishing does not give it to your colleagues. Use Share with company from the workflow list for that, as described in Save and publish workflows.

Next steps

Learn about workflow triggers to understand how workflows start, or see AI and document nodes for processing steps.

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