> For the complete documentation index, see [llms.txt](https://docs.proforgeerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.proforgeerp.com/workflow-automation/workflow-builder/building-a-workflow.md).

# The Canvas

The workflow canvas is where you visually design your automations. Think of it like a flowchart — you drag blocks onto the canvas, configure them, and connect them with lines to define the order things happen.

The left sidebar has all the available blocks (triggers, actions, and conditions). The toolbar at the top lets you save, test, and view your workflow's history.

## Steps

1. **Open the Workflow Builder** — Navigate to the Workflow Builder page from your sidebar or search bar.
2. **Create a new workflow** — Click the "New" button. Give your workflow a name that describes what it does (e.g., "Email sales team on new lead").
3. **Drag a trigger onto the canvas** — From the left sidebar, find a trigger block and drag it onto the canvas. This is the starting point — it defines what kicks off your automation.
4. **Configure the trigger** — Click on the trigger block to open its settings panel. Choose the record type and event (e.g., "Lead" + "After Insert").
5. **Drag an action onto the canvas** — From the sidebar, drag an action block below your trigger. This is what happens when the trigger fires.
6. **Configure the action** — Click the action block and fill in the details. For example, if it is a "Send Email" action, fill in the recipient, subject, and message.
7. **Connect the blocks** — Hover over the bottom of the trigger block until you see a small circle. Click and drag a line from that circle to the top of the action block.
8. **Save your workflow** — Click the "Save" button in the toolbar. Your workflow is now saved as a draft.
9. **Activate your workflow** — When you are ready to go live, submit the workflow and toggle it to active. It will start running automatically whenever the trigger fires.

![connect blocks](/files/ReJHuPeyAU2r1ehzM5ac)

![workflow canvas overview](/files/wuBwcqN1FVZaheBccZuY)

## Tips

* You can zoom in and out using your scroll wheel or the zoom controls at the bottom of the canvas.
* To delete a block, click on it and press the Delete key.
* To delete a connection line, click on the line and press Delete.
* You can drag blocks around the canvas to rearrange them at any time.
* Use the minimap in the corner to navigate large workflows quickly.

## Related pages

* [Testing Workflows](/workflow-automation/workflow-builder/building-a-workflow/testing-workflows.md)
* [Execution History](/workflow-automation/workflow-builder/building-a-workflow/execution-history.md)
* [What Are Triggers?](/workflow-automation/workflow-builder/triggers.md)
* [What Are Actions?](/workflow-automation/workflow-builder/actions.md)


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