1. Add a step
Open the step picker with Add step in the left rail. Steps are grouped by what they do:
Recently used shows the steps you picked lately. Suggested next appears while a step is selected and offers steps that usually follow it. The search box finds steps and apps: type “slack” to list the app itself, and choosing it adds an Integration Action with that app already chosen, and the step opens with the app’s actions listed to choose from. Portal and Ask User are no longer offered here; existing ones still work.
There are three ways to place a step:
- After the selected step. With one step selected, Add step puts the new step to its right, connects it and opens it. For an If / else or Loop, it uses the first free outlet. With nothing selected, the step is added without a connection.
- Between two steps. Hover a connection and click + to insert a step between the two steps it joins.
- From an open outlet. Drag a connection from a step onto empty canvas. The picker opens there, and the step you choose is connected to that outlet. Press Escape to cancel without creating anything.
Undo and redo
Press Ctrl+Z (Cmd+Z on a Mac) to undo moving, organizing, adding, connecting or deleting steps, and Ctrl+Shift+Z (Cmd+Shift+Z) or Ctrl+Y to redo. Deleting steps also shows Undo for a few seconds, and an undone delete brings the steps back exactly as they were, connections included. Undo and Redo are in the canvas right-click menu too. Changes made in a step’s panel are not part of undo; use Version history to go back further.Copy and paste steps
Select steps and press Ctrl+C (Cmd+C), then Ctrl+V (Cmd+V) to paste them where the pointer is, in the same workflow or another one in the same browser. Pasted steps keep the connections between them, and values one copied step reads from another are pointed at the new copies. Handle steps and custom tools come along with the step they belong to; locked steps are not copied. Copy and Duplicate are also in a step’s right-click menu, and Paste in the canvas menu. A paste can be undone in one go.2. Choose a starting trigger
Pick one based on how you want the workflow to start:
Once your trigger is on the canvas, connect it to your next node to keep building the workflow.
Trigger nodes
Learn every way to start workflows.
Action nodes
Do the work: AI, apps, HTTP requests, files, and more.
Logic nodes
Branch, loop, pause, and wait for approvals.
3. Pass data between nodes
A crucial concept in CogniAgent is that each node can access the output variables generated by all preceding nodes in the workflow. This ensures continuous, logical data movement.To access data from a previous step, use the format:
{{step_id.output_name}}. The Step ID stays the same when you rename the step, so other steps keep working. A step that reads from a step that no longer exists shows Uses a step that no longer exists, and deleting a step names the steps that read data from it.