Automation
Workflow Studio
Build, version, publish, test, export, and restore visual workflow templates.
Workflow Studio
Workflow Studio is Antly's visual process builder. It stores versioned templates as canvas nodes and edges, normalises nodes for execution, and lets configurators publish the active workflow version for object, ticket, and other supported workflow variants.
How it works in the UI
The canvas shows nodes and connectors. Add nodes from the workflow palette, connect them in the order work should run, then configure each node in its settings panel. Template groups hold related versions. A new group creates a default version, and publishing decides which version is active.
Workflow variants
The canvas and the node reference are shared; what differs is what starts the graph and what instance means inside it.
| Variant | Starts from | instance is | Opened from |
|---|---|---|---|
| Object workflow | A model event or a periodic trigger on an object | The matching record | Object settings → Workflow Automation |
| Ticket workflow | A ticket category | The ticket | Tickets settings → Workflow |
| Scheduled workflow | A recurrence only — nothing is bound to it | The run itself | Automation → Scheduled Workflows |
Configure a workflow
- Create or open a template group.
- Add a Trigger node for event-based and scheduled workflows, or Start for manually read canvas flows.
- Add task, decision, approval, action, Iris, tools, script, route, delay, loop, filter, escalation, and end nodes as needed.
- Connect nodes in the correct order. Decision branches should clearly separate yes and no paths.
- Save the canvas. Antly persists
nodes_jsonandedges_jsonand computes node ordering from the graph. - Test in the playground, then publish the intended version.
- Watch automation jobs and logs after release.
Versioning and restore
Template groups can hold multiple versions. You can unpublish the active template, restore a template from uploaded JSON, or create playground-only groups for safe testing. Restored templates recreate nodes, sections, and questions from the saved JSON.