Quickstart

Learn how to create automated workflows that execute tasks across your connected apps. You can either ask your agent to create workflows automatically in chat by enabling the flows tool, or build them manually using our drag-and-drop editor. We’ll walk through the manual process so you know how to customize agent-generated flows or build from scratch. Here’s what we’ll cover:

Access the Flow Builder

Navigate to flows and create your first workflow.

Configure Your Trigger

Set up when and how your workflow should run.

Add Actions and Agents

Build your workflow with tools and AI agents.

Test and Deploy

Test your workflow and publish it to production.

Before you start, ensure you have at least one app connected in Settings → Apps.

Access the Flow Builder

Navigate to https://app.hyperfx.ai/flows where you can see all your flows, active workflows, scheduled runs, and credit usage from the last 7 days. In the flow table, you can see each flow’s status - flows must be Live/Active to run, which you do by publishing the flow. Click “Create Flow” to start building your first workflow.

Creating a new flow from the flows dashboard

Set Up Your Workspace

We recommend collapsing the sidebar by clicking the button to the right of your avatar in the top left. This gives you more room to see the flow drag-and-drop area in the editor.

Configure Your Workflow

In the workflow settings panel, you can name your workflow, add a description, and quickly access your available nodes. You can navigate between nodes either by clicking them in the editor or from the settings panel.

Configuring workflow settings and naming

Set Up Your Trigger

Click on the trigger node (Start node) to configure when your workflow should run. You can choose between different trigger types:

Schedule - Run at specific times (every minute, hourly, daily, weekly)
Message - Trigger from chat or external messages
Webhook - Trigger from external systems
Manual - Run on-demand

We’ll also be adding event-based triggers soon, as well as other trigger types like form submissions.

Add Actions and Agents

To add steps to your workflow, click the blue + on any node or use the + in the flow dock at the bottom of the editor. You can choose between:

Agents - Have access to tools and can make intelligent decisions
Tools - More programmatic, direct actions

Important: Every flow must end with an Exit node.

Configure Agent Settings

When you add an Agent node, you can configure which tools it has access to:

Select Toolkits - Choose which integrations the agent can use (e.g., Gmail)
Select Connection - Choose which specific account connection to use
Set Approval Requirements - Decide if certain actions require human approval

Configuring agent toolkits and permissions

Add Instructions

In the agent panel, add your system prompt and instructions. For example: “Check my Gmail for any emails that require a response, and go ahead and respond for me.”

Adding system prompt and instructions to agent

Complete Your Workflow

Every flow must end with an Exit node. Connect your agent to the exit node to complete the workflow. You can create complex workflows with multiple tools and agents - this is just a simple example.

Test and Deploy

Workflow Management

In the workflow dock at the bottom, you can:

Add nodes and organize your workflow
Add notes for documentation
Check flow validation status
Publish your workflow

Critical: Flows must be published to become active in production. Even scheduled flows won’t run until published.

Test Your Workflow

Click “Test Workflow” in the top right, then “Run Workflow Test”. Even if your trigger is set to schedule, the test will run immediately.

Monitor Your Runs

Click “Runs” to view your workflow execution history. You can see the event history, click on specific runs to view details, and monitor your agent’s progress in real-time.

Viewing workflow runs and execution history

Publish Your Workflow

When you’re ready to go live, return to the editor and click “Publish” in the bottom dock. This is essential - your workflow will not run automatically until it’s published.

Getting Started

Tools, Integrations, & Files

Chat

Flows

Agents

Settings