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
Top menu controls
At the top:
Keragon logo (top left): Takes you back to the dashboard.
Workflow title (top left): Shows the workflow name (rename it by editing the title).
Get help (top right): Opens a help menu with support options.
Refresh button (top right): View and restore previous workflow versions. Browse version history and revert to an earlier state if needed.
Template (top right): Create a template from your current workflow so you can easily reuse the same steps and settings in the future.
Publish (top right): Publishes your workflow.
Workflow steps
Your workflow appears on the right as a series of steps starting from the trigger.
Each step is a card (for example, a trigger like “Jotform / New submission” and an action like “DrChrono / Create patient”).
You can:
Select a step to configure it
Insert steps between existing steps
Remove steps you don’t need
Add a step (manual method)
Chat is the primary way to build, but you can also add steps manually.
Click the + button:
Between two steps, to insert a step in the middle
Below the last step, to add the next step
Delete a step
Select a step to reveal step controls, including a trash/delete option.
Use this to remove a step from the workflow.
Edit a step (step settings)
When you click a step, a configuration panel opens where you can adjust its settings.
This panel includes three tabs:
Description: A high-level summary of what the step does
Auth: The connected account used for that step
Inputs: The fields and values the step uses
From there, you can update inputs and click Save.
Get help
Click Get help (top right) to open the help menu.
From there, you can access options like:
Booking an onboarding call
Workflow assistance
Connector requests or issues
Help Center resources
Status page link
If you’re unsure how to structure your automation, start by describing it in the chat.
We understand that building a workflow can be intimidating so we’re always happy to help out. You can even schedule a call with one of our product experts who can guide you through the process.
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.