As steps get added to the canvas, two things start to matter: getting around the canvas quickly, and making sure someone else can tell what’s going on.
Navigate the canvas
- Pan and zoom. Drag the canvas to pan, or scroll to zoom in and out. Hold and drag on empty canvas space to move around, and use your trackpad or scroll wheel to zoom toward your cursor.
- Fit to frame. Snaps the canvas view to show your entire flow at once. Useful after zooming in to check a step, when you want to see the whole thing again.
- Auto arrange. Cleans up step positioning automatically, spacing and aligning steps so the flow reads left to right instead of overlapping or scattered.
Group steps with cards
Cards are how you turn “here’s what I built” into “here’s how this process works.” Group ingestion together, group the matching logic together, group the output together, and label each one.
How cards work
Cards group related steps under a heading, with space for rich-text notes above them. They help organize your flow visually and provide helpful context for anyone viewing or editing it. Cards don’t affect how your flow runs. They’re purely for structure and clarity.
You can connect steps inside and outside of cards. Arrows behave the same way either way.
Add a card
Open the Cards tab in the builder toolbar and choose Add a blank card, or right-click on empty canvas space. It starts as an “Untitled Card” with a text block you can edit.
Drag a step onto the card to add it. A highlighted outline shows where it will land.
Once the first step is inside, a marker shows where the next one will go.
Cards can’t be resized manually. The card grows to fit based on the number and arrangement of steps inside it, so to expand one, drag a step so it overlaps that marker or the card’s edge.
Add notes
Click into any text block inside a card, then select the three-dot menu that appears.
From here, you can:
- Format text as a paragraph, bulleted list, numbered list, or heading
- Add a new text box above or below the current one
- Delete a text block
Italicize text with ⌘ + I (Mac) or Ctrl + I (PC). Bold text with ⌘ + B (Mac) or Ctrl + B (PC).
Collapse or expand cards
To collapse a card, hover over it and click the collapse icon (two arrows meeting in the middle). The collapsed card keeps its title visible but hides all steps inside, reducing the card’s size.
To reopen it, click the expand icon, the same arrows now pointing outward.
Color a card
You can use color labels to visually organize your flow or highlight related sections. To add a color banner to a card, click the paint palette icon and choose a color from the menu. The selected color will appear as a banner across the top of the card.
Duplicate a card
To duplicate a card, hover over it and click the duplicate icon (two overlapping squares). This creates a copy of the entire card, including all steps and text inside, so you can reuse it in another part of your flow.
Delete a card
To delete a card, hover over it and click the trash icon. This removes the entire card, including all steps contained inside.
If you want to keep the steps but delete only the card, drag the steps out of the card first, then delete the empty card.
Create card templates
Save any card as a template to reuse it elsewhere in the same flow, in other flows, or across your team. A template can carry steps, documentation, or both. It’s useful for logic you repeat identically across branches, and for authenticated steps (API and database connections) your team shouldn’t have to re-authenticate every time they use it.
How card templates work
Templates can be any card that you have decided to save. Use card templates when you find yourself doing the same thing multiple times in the same flow or across multiple flows.
Sometimes you will need multiple branches of the flow to use the same logic.
- If you create a card template, each of those branches is assured to run identically.
- If you need to make an update to all of the branches, you can update the card template and then accept the update on each branch.
Card templates are also useful for reusing authorization in steps. You can save cards that contain authorized steps, so that you and your teammates do not need to re-add the auth to every flow that you use that step in. Sharing auth credentials in a template is optional.
Card templates do not need to have any steps in them. Use them as a shared source of documentation or best practices that can be kept up to date easily.
Create a card template
Convert any card into a card template by clicking the Save as template button that appears when you hover over or click on the card. The card’s title and its first line of text become the template’s title and description.
If your card contains any step with saved authentication, an accordion will be available in the New card template menu where you can choose whether to share those credentials with anyone who uses the template. By default, authentications are shared.
If your card does not have an emoji on it, your card template will select one at random. You can adjust that selection in the menu. Card templates are required to have an emoji.
Once saved, the card template is available to your whole team from the builder toolbar. As an author, you can always access the menus for your card templates to see how many flows are using each template.
Use a card template
From the builder toolbar at the top of the page, click the Cards tab to pull up a list of all available card templates. Drag it in from the toolbar, click it to add it to the center of your canvas, or find it by keyword in the same search you’d use for any step.
Card templates will be added to your flow exactly as they were saved by the author. You can make any changes to that card. If you edit your copy, it will be tagged Edited, independent of the original.
From that tag, you can revert the card back to the current unedited version in the sidebar, or compare it to the unedited version.
- Reverting your card will replace it with a fresh copy of the template and break all connection arrows that enter or exit the card.
- Comparing it will place a fresh copy of the template nearby for you to compare your card to.
You can also unlink this card from the template system, which will turn it back into a normal card. An unlinked card can be re-saved if you wish to make it into a new template.
Shared authentications
When a card template is enabled to share authentications, your teammates can pull that card template into their flow and use source and destination steps without needing to re-authenticate.
When using a template that is sharing credentials, you must keep the authenticated steps inside of the card template. If you move the step outside the card, it will lose access to its authentication. Moving the step back will restore it.
Cards that have been unlinked from their template lose access to the template’s authentications.
Update a card template
Authors of the original card template can push new updates. From any edited version of a card template in any flow, the author of that template can choose to Save edits to template.
Doing so will pull up the Save edits to card template window and show a summary of your changes along with the usage of that card.
Every flow using that template gets tagged Update available. Editors decide what to do with it: compare the new version alongside their own, or update to replace their card with the fresh copy. This option will remove any arrows connecting into or out of the card.
Archive a template
Authors can also choose to archive a template. To do so, click the archive icon when hovering over any of your templates in the cards section. This pulls it from the toolbar for new use, but flows already using it keep working. They just won’t get further updates.
Restore the card template anytime from any flow still using it by clicking the option to restore it. 
