Workflows let you build automations directly inside Navis Ops using a drag-and-drop canvas. Instead of writing scripts or setting up external tools, you connect nodes on a visual canvas: a trigger that starts the workflow, action nodes that do work, and logic nodes that control how execution branches. Every workflow you build runs inside your workspace and can create tasks, generate notes, send notifications, call external APIs, or pause for human approval.Documentation Index
Fetch the complete documentation index at: https://docs.navisops.com/llms.txt
Use this file to discover all available pages before exploring further.
What you can automate
Project setup
Automatically create kickoff notes, onboarding tasks, and sprint plans the moment a project is created.
Task escalation
Fire a workflow when a task is marked blocked, create an escalation note, and notify your team.
Scheduled digests
Run a workflow every weekday morning to send a notification and create a daily focus note.
External integrations
Call Slack, GitHub, Stripe, or any HTTP API from a workflow node. Receive inbound webhooks too.
Approval gates
Pause a workflow until a team lead reviews and approves before the next action runs.
Starter templates
Pick from 24 pre-built templates and customize them to fit your process.
The workflow canvas
When you open a workflow, you work in a full-screen visual editor with five main areas.| Area | Location | What it does |
|---|---|---|
| Title bar | Top-left | Shows the editable workflow name and an Active/Inactive badge |
| Controls | Top-right | Active toggle, Run button, Runs panel button, and Back button |
| Node sidebar | Left panel | Draggable library of all trigger, action, and logic nodes |
| Canvas | Center | The infinite workspace where you place and connect nodes |
| Toolbar | Top-right of canvas | Undo/redo, snap-to-grid, minimap, import, export, and search |
Create your first workflow
Open Workflows
Go to Workflows in the main navigation sidebar. This is separate from the Flows page, which is for non-executable visual diagrams.
Click New Workflow
Click + New Workflow in the top-right corner. The canvas editor opens immediately with a blank workflow titled “Untitled Workflow”.
Name your workflow
Click the title at the top of the editor and type a descriptive name — for example, “New Project Setup” or “Blocked Task Escalation”.
Add a trigger
Drag a Trigger node from the Automation section of the left sidebar onto the canvas. Open the node’s settings panel and choose the trigger type that matches when you want this workflow to run.
Add action and logic nodes
Drag additional nodes from the sidebar and connect them by dragging from the output handle of one node to the input handle of the next. Build up the sequence of actions you want the workflow to perform.
Enable, run, and monitor
Enabling a workflow
A workflow must be enabled to fire automatically when its trigger event occurs. Toggle the Active switch in the workflow editor toolbar, or right-click a workflow card on the Workflows list page and choose Enable. Disabled workflows still respond to the Run button — you can always execute them manually regardless of their active state.Running manually
Click Run in the workflow toolbar at any time. This triggers an immediate execution regardless of the workflow’s trigger type, which is useful for testing a workflow before enabling it.Monitoring runs
Click the Runs button in the toolbar to open the Runs panel. This shows the complete execution history for the current workflow. Each run entry shows a status icon, a timestamp, and expandable step-by-step results. The panel refreshes automatically every 3 seconds while any run is actively executing.| Status | Meaning |
|---|---|
| Pending | Queued and about to start |
| Running | Actively executing nodes |
| Completed | All nodes finished successfully |
| Failed | An error occurred — expand the run to see which step failed |
| Paused | Waiting at an Approval Gate for a human to approve |
Workflow limits
| Limit | Value |
|---|---|
| Maximum steps per run | 50 nodes |
| HTTP request timeout | 10 seconds |
| Maximum delay per Delay node | 30 seconds |
| Undo/redo history | 50 levels |
Learn more
Triggers
The six trigger types and how to configure each one.
Nodes
All action and logic nodes available on the canvas.
Variables
Insert dynamic data from triggers and previous nodes into any field.
Templates
Start from one of 24 pre-built starter templates.