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When you described your recurring task as a list of steps, you did the hard part. The canvas is simply where you place those steps and connect them in the order they happen. Think of it as the whiteboard version of “first I do this, then this, then this” — except the steps actually run.

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What you do here

  • Add a step for each thing you do, starting from what kicks the process off.
  • Connect steps so each one hands its result to the next. The connection is just “do this, then that.”
  • Open a step to set its details — which data, which message, which condition.

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Reading the flow

Follow the connections left to right (or top to bottom): that’s the order your work happens in. A step can lead to more than one next step when your process branches (“if it’s urgent, do this; otherwise, do that”) — but most of the time it’s a straight line, just like your original list. You don’t need to think in diagrams or graphs to use the canvas. If you can say your process out loud as “this, then this,” you can lay it out here. The individual steps you can place are listed in the node reference, but you’ll usually meet them as you need them, not by browsing a catalog.