Configuring Nodes

Configuring Nodes Let's walk through the process of configuring nodes within a workflow in Varolio. Nodes are the building blocks of your workflow and perform specific actions or functions. By following these steps, you can quickly and easily create and manage nodes to streamline your automation processes.

(Insert gif: Configuring nodes from start to finish) Step 1: Create a Node To create a new node, double-click the connector on the right-most node in your workflow or right-click on an empty canvas space. An empty grey node will appear on the canvas, Make sure to connect it to the other nodes in your workflow.

(Insert gif: Creating a new node in both ways Step 2: Select the Plugin Click on the empty grey node and choose the appropriate plugin for the action or function you want to perform.

(Insert image: Selecting the plugin) Step 3: Select or Create a Connection Most plugins require a connection to an external service. If the plugin you selected requires a connection, you can either choose an existing connection or create a new one. For instructions on creating a new connection, see connections.

(Insert image: Selecting or creating a connection) Step 4: Choose the Action or Function After selecting a plugin and configuring the connection, choose the specific action or function you want the node to perform from that plugin.

(Insert image: Choosing the action or function) Step 5: Complete the Node Configuration Now, complete the configuration by selecting and filling in the necessary fields for the chosen action or function.

(Insert gifs: Completing the node configuration, several plugins) Step 6: Using Outputs from Previous Nodes To use outputs from previous nodes in your current node, look at the left side of the node configuration screen. You'll see a list of previous nodes used in this workflow and their outputs. You can use these outputs as inputs for the current node.

For Example:

Use Monday's task completion output to trigger a Slack message to the team. (Insert gif: Monday and Slack) Use ChatGPT's generated response as input for a MongoDB database entry. (Insert gif: ChatGPT and MongoDB) Use ChatGPT to filter and format Slack messages. (Insert gif: Slack and ChatGPT) see our template center for more examples!

Step 7: Test the Node After configuring the node, it's essential to test it to ensure it functions as expected. Click the 'Test' button within the node configuration screen or refer to the testing page for more detailed instructions.

(Insert image: Testing the node) Step 8: Manage Nodes To delete a node, click on the three-dot menu (...) within the node and select 'Delete.' You can also manage nodes directly from the canvas by right-clicking on a node, which gives you the option to run the node, delete it, or copy it. To edit a node, simply click on it and modify the configuration as desired.

(Insert image: Managing nodes) Congratulations! By following these steps, you can easily create and manage nodes to build powerful automation processes tailored to your organization's needs.