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Workflows

Workflows in Lido allow you to automate data processing tasks by connecting nodes that transform, filter, and route your data. Build powerful automation pipelines that trigger automatically or run on-demand.

What are Workflows?​

A workflow is a visual pipeline made up of connected nodes. Each node performs a specific action—extracting data, transforming values, making decisions, or sending outputs. Data flows through the workflow as items, with each node processing and passing items to the next.

[Trigger] → [Get Data] → [Filter] → [Transform] → [Export]

Key Concepts​

Nodes​

Nodes are the building blocks of workflows. Each node type has a specific purpose:

  • Trigger nodes start workflow execution (scheduled, file changes, etc.)
  • Data nodes read from and write to spreadsheets and tables
  • Action nodes transform, filter, and manipulate data
  • Flow nodes control routing with conditions and branching
  • Output nodes export data or send notifications

Items​

Data flows through workflows as items—individual records that nodes process. When a node runs:

  1. It receives input items from connected upstream nodes
  2. Processes each item according to its configuration
  3. Outputs result items to downstream nodes

Edges​

Edges are the connections between nodes. They define how data flows and can be configured to:

  • Always trigger downstream nodes (even with no items)
  • Only trigger when items are present

Expressions​

Many node parameters support expressions—dynamic values that reference item data. Use double curly braces to insert expressions:

{{$item.data.fieldName}}
{{$item.data.price * $item.data.quantity}}
{{$("Get Table").item.data.fieldName}}    // Reference a specific node

Workflow States​

StateDescription
DraftEditable workflow for building and testing
ActiveRunning workflow that triggers automatically

When a workflow is active, it cannot be edited. Turn it off to make changes.

Getting Started​

  1. Create a workflow - Click the "+" button in the workflow tab bar
  2. Add a trigger - Drag a trigger node onto the canvas
  3. Build your pipeline - Add nodes and connect them
  4. Configure nodes - Click nodes to set parameters
  5. Test manually - Run individual nodes to verify behavior
  6. Activate - Turn on the workflow to run automatically

Sections​