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Getting Started with Workflows

This guide walks you through creating your first workflow in Lido.

Creating a Workflow​

  1. Navigate to your Lido workspace
  2. Click the Workflows tab
  3. Click the + button to create a new workflow
  4. Your new workflow opens with an empty canvas

The Workflow Editor​

The editor has three main areas:

AreaDescription
CanvasThe main area where you build your workflow by placing and connecting nodes
SidebarLists all available nodes—drag or click to add them to the canvas
Logs PanelShows execution history at the bottom of the editor

Adding Nodes​

Drag and Drop​

  1. Open the sidebar by clicking the nodes panel
  2. Find the node you want
  3. Drag it onto the canvas
  4. Release to place the node

Click to Add​

  1. Click a node in the sidebar
  2. It appears at an intelligent position on the canvas
  3. Automatically connects to nearby nodes when possible

Insert into Connection​

  1. Hover over an existing edge (connection line)
  2. Click the + button that appears
  3. Select a node from the sidebar
  4. The node inserts between the two connected nodes

Connecting Nodes​

  1. Hover over a node's output handle (bottom circle)
  2. Click and drag to start a connection
  3. Drag to the input handle of another node (top circle)
  4. Release to create the connection

Connections have direction—data flows from output to input.

Configuring Nodes​

  1. Click or double-click a node to open its configuration panel
  2. Set Parameters in the Parameters tab
  3. Adjust Settings in the Settings tab (execution behavior)
  4. Click outside or press the X to close

Using Expressions​

Many parameters accept expressions for dynamic values. Toggle between:

  • Literal mode - Fixed values you type directly
  • Expression mode - Dynamic values using {{...}} syntax

Expression examples:

{{$item.data.name}}                    // Reference a field
{{$item.data.price * 1.1}}             // Calculate values
{{$item.data.status === "active"}}     // Boolean expressions
{{$("Get Table").item.data.name}}      // Reference a field from a specific node

Running Workflows​

Manual Execution​

Test your workflow by running nodes individually:

  1. Click a node to open its panel
  2. Click Run Node
  3. View input and output items in the panel

You can also:

  • Right-click a node and select Run
  • Click the Run option in the edge menu

Automatic Execution​

To run workflows automatically:

  1. Add a Trigger node (Scheduled Trigger or Google Drive Trigger)
  2. Configure the trigger parameters
  3. Click the Activate toggle in the workflow tab
  4. The workflow runs when trigger conditions are met
Active Workflows

When a workflow is active, you cannot edit it. Turn off the workflow to make changes.

Viewing Execution Data​

Current Run​

  • Open a node's configuration panel
  • Toggle Show Items to see input and output data
  • Items display as formatted JSON

Execution History​

  • Expand the Logs panel at the bottom
  • Click a past execution to view details
  • Navigate between runs using the arrows in the node panel

Building a Sample Workflow​

Let's create a simple workflow that processes table data:

Step 1: Add a Get Table Node​

  1. Drag Get Table from the sidebar
  2. Click to configure
  3. Select your table from the dropdown

Step 2: Add a Filter Node​

  1. Drag Filter onto the canvas
  2. Connect Get Table's output to Filter's input
  3. Configure the filter condition (e.g., status equals active)

Step 3: Add an Edit Item Node​

  1. Drag Edit Item onto the canvas
  2. Connect Filter's output to Edit Item's input
  3. Add field transformations

Step 4: Test the Pipeline​

  1. Click Get Table and run it
  2. Click Filter and run it—see filtered items
  3. Click Edit Item and run it—see transformed items

Step 5: Add a Trigger (Optional)​

To automate:

  1. Add Scheduled Trigger above Get Table
  2. Connect it to Get Table
  3. Configure the schedule
  4. Activate the workflow

Tips​

  • Name your nodes - Click the node name in the panel to rename it for clarity
  • Use the undo/redo - Press Ctrl+Z / Ctrl+Y to undo/redo changes
  • Check the logs - Monitor past executions for debugging
  • Test incrementally - Run nodes one at a time to verify each step

Next Steps​