Quick reference

Look up an action by task, or use your browser's find command to search this page. Mod means Cmd on macOS and Ctrl on Windows and Linux. See Keyboard shortcuts for the full shortcut reference.

Edit permissions, Admin permissions, and resource locks determine which controls are available.

Workspaces

Task	How
Create a workspace	Open the workspace dropdown → New workspace.
Switch workspaces	Open the workspace dropdown and select a workspace.
Invite teammates	Workspace dropdown → Invite teammates. Workspace Admin permission is required. Internal invites join the organization; external members receive workspace access only. See Permissions.
Rename a workspace	In the workspace dropdown, right-click the workspace → Rename.
Delete a workspace	In the workspace dropdown, right-click the workspace → Delete, then review the confirmation.

Workflows and folders

Task	How
Create a workflow	Click + beside Workflows.
Reorder or move workflows	Drag a workflow within the list or onto a folder.
Import a workflow	Workflows → More actions → Import workflow, then select the exported file.
Select multiple workflows	`Mod` + click toggles selection; `Shift` + click selects a range.
Open a workflow in a new tab	Right-click the workflow → Open in new tab.
Rename a workflow	Right-click the workflow → Rename.
Duplicate a workflow	Right-click the workflow → Duplicate.
Export a workflow	Right-click the workflow → Export. Inspect literal values and configuration before sharing the export.
Delete a workflow	Right-click the workflow → Delete, then review the confirmation. Its deployments become unavailable.
Rename a folder	Right-click the folder → Rename.
Create a workflow in a folder	Right-click the folder → Create workflow.
Create a folder inside a folder	Right-click the folder → Create folder.
Duplicate a folder	Right-click the folder → Duplicate.
Export a folder	Right-click the folder → Export. Inspect the included workflows before sharing.
Delete a folder	Right-click the folder → Delete, then review the confirmation.

Blocks

Task	How
Add a block	Drag it from Toolbar into the builder, or right-click empty space → Add Block.
Select multiple blocks	Drag over empty space in Select mode, or `Shift` + drag in Hand mode. `Mod` or `Shift` + click adds blocks to the selection.
Copy blocks	Select the blocks → `Mod` + `C`.
Paste blocks	`Mod` + `V`. Singleton blocks such as Start and Response cannot be duplicated into the same workflow.
Duplicate blocks	Right-click the selection → Duplicate. The action is unavailable for singleton blocks.
Delete blocks	Select them → `Delete` or `Backspace`, or right-click → Delete.
Rename a block	Right-click → Rename, or double-click its name in Editor.
Enable or disable a block	Right-click → Enable or Disable, depending on its current state.
Lock or unlock a block	Hover the block and click Lock or Unlock, or use its context menu. Workspace Admin permission is required.
Configure a block	Select it and edit its fields in Editor.

Connections

Task	How
Create a connection	Drag from the upstream block's output handle to the downstream block's input handle.
Delete a connection	Select the edge → `Delete` or `Backspace`, or click Delete connection on the selected edge.
Use an output in another block	In the downstream block's Editor → Connections, drag the upstream output field into the input. You can also insert its reference.

Panels and views

Task	How
Search Toolbar	`Mod` + `Alt` + `F` opens Toolbar and focuses its search.
Search workspace resources and commands	`Mod` + `K` opens search.
Enter a manual selector ID	Where offered, choose Switch to manual ID. Choose Switch to selector to return to the option list.
Collapse or expand the sidebar	Click Toggle sidebar, or press `Mod` + `B` outside an editable field.

Run and inspect

Workflow test chat runs the current workflow. The panel's Chat tab is where you ask Sim to help build it.

Task	How
Run a workflow	Click Run, or `Mod` + `Enter` outside an editable field.
Stop a running workflow	Click Stop, or `Mod` + `Enter` while it runs.
Test with chat	Click Open chat beside the workflow's More actions menu to open the test chat.
Select outputs to display	In workflow test chat, open Outputs and choose the block and output fields.
Clear test chat history	Workflow test chat → Chat actions (three dots) → Clear.
Run from a block	Hover and click its run control, or right-click → Run from block. Run upstream blocks first to supply required outputs. Unavailable for notes and blocks inside subflows.
Run until a block	Right-click → Run until block. Unavailable for triggers, notes, and blocks inside subflows.
View execution logs	Expand Logs at the bottom, then select a block row to inspect its input and output. `Mod` + `L` opens the full Logs page.
Filter logs	Use the workflow Logs filters, or right-click a row → Filter by Block or Filter by Status.
Search a block's output	Select its log row → Search in output, or right-click inside the output → Search.
Copy a block's output	Select its log row → Copy output, or right-click inside the output → Copy Selection or Copy All.
Clear the workflow console	Click Clear console, or `Mod` + `D` outside an editable field. This clears the builder's console, not persisted run logs.

Deployment

Deploying and changing the live version require workspace Admin permission. Draft edits do not change an existing deployment until you update it.

Task	How
Deploy a workflow	Click Deploy at the top of the workflow panel.
Update a deployment	Click Update after changing the draft and deploy the new version.
View deployment status	The top chip reads Deploy, Update, or Live. Open it for deployment details.
Restore an earlier live version	Deployment → General → Versions → Version actions → Promote to live, then confirm. Load deployment instead loads that version into the draft.
Add a version description	General → Versions → Add description or Edit description. Enter text or choose Generate.
Copy an API request example	Deployment → API → choose cURL, then copy the request sample. Keep its authentication headers and required inputs.

Task	How
Add, edit, or delete a workflow variable	Workflow More actions menu → Variables. Click + to add, edit Name, Type, and Value, or use the variable's delete control.
Add an environment variable	Settings → Workspace → Secrets. Enter a name and value in a workspace or personal row, then Save. See Variables for scope and overrides.
Reference a workflow variable	Use `<variable.name>` in a block input.
Reference an environment variable	Use `{{ENV_VAR}}` in a block input.

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