In this lesson you’ll learn:
The editor layout and its core elements
How to add, edit, or remove steps in a workflow
How to rename your workflow and steps
How to publish the workflow
This lesson introduces the workspace where your automations are built and managed.
What is the Editor?
The Keragon editor is your main workspace for creating and managing workflows.
In the editor, you can:
Use the chat (left side) to describe what you want to automate and update the workflow
See and organize your workflow steps (right side canvas)
Configure each step’s settings
Publish your workflow when you’re ready
The Core Elements of the Editor
Chat (primary way to build)
On the left side of the editor, you’ll see the chat with an input box at the bottom.
Use it to:
Create a workflow from scratch
Add steps (new actions, logic, etc.)
Adjust an existing workflow without rebuilding it manually
Tip: If you're unsure how to structure your automation, start by describing it in the chat. For example: "When a patient submits a Jotform intake form, create a new patient in DrChrono.
Top menu controls
| Element | Location | What it does |
|---|---|---|
| Keragon logo | Top left | Takes you back to the dashboard |
| Workflow title | Top left | Shows the workflow name — click to rename |
| Get help | Top right | Opens the help menu with support options |
| Workflow versions | Top right | View and restore previous workflow versions |
| Template | Top right | Save your current workflow as a reusable template |
| Publish | Top right | Publishes your workflow |
Workflow steps
Your workflow appears in the center as a series of connected steps, starting from the trigger.
Each step is a card showing the app and event or action name (for example, "Jotform / New submission" or "DrChrono / Create patient").
From the canvas, you can:
- Select a step to configure it
- Insert steps between existing steps
- Remove steps you no longer need
Add a step
Chat is the primary way to build, but you can also add steps manually.
Click the + button:
- Between two existing steps to insert a step in the middle
- Below the last step to add the next step
Delete a step
Click a step to reveal its controls, then select the trash/delete option to remove it from the workflow.
Edit a step (step settings)
Click any step to open the configuration panel on the right side.
This panel has three tabs:
- Description: A summary of what the step does
- Auth: The connected account used for this step
- Inputs: The fields and values the step uses
Update the inputs as needed and click Save.
Get help
Click Get help (top right) to open the help menu.
From there, you can access:
- Book a free onboarding call with the Keragon team
- Workflow assistance
- Connector requests or issues
- Help Center resources
- Status page
Try it yourself:
Open the editor and take a look around before moving on. Try to locate:
- The AI chat panel (left side)
- The workflow canvas (center)
- The top bar controls
You don't need to build anything yet — just get familiar with where everything lives.
Next lesson
In this lesson we learned the basics of the editor. We’re now ready to start building our first workflow.
In the next lesson, we will learn how to add a trigger step.