Workflows — Automation Builder
Albato Section: Automações → Builder URL:
/bundle(inside the Albato iframe)
1. Automation Structure
1.1 Header
| Element | Description |
|---|---|
| Name | "Automation #XXXXXX" (automatic numbering) |
| ID | Unique identifier (e.g., "762136/384576") |
| Group | Dropdown to organize into groups (default: "No group") |
1.2 Builder Tabs
| Tab | Description |
|---|---|
| Builder | Visual canvas for building the workflow (default) |
| History | Logs of past executions |
| Analytics | Usage metrics and statistics |
2. Visual Canvas (Builder)
2.1 Technology
- React Flow — Interactive diagramming library
- Mini map — Canvas navigation for large workflows
- Keyboard support: Arrow keys to move nodes, Delete to remove, Escape to cancel
2.2 Canvas Nodes
Trigger
┌──────────────────────────────────────┐
│ Adicionar um gatilho │
│ 1. Este evento acionará uma │
│ automação │
└──────────────────────────────────────┘| Property | Description |
|---|---|
| Position | First node of the workflow |
| Function | Defines the event that starts the automation |
| Required | Yes (only 1 per automation) |
Action
┌──────────────────────────────────────┐
│ Adicionar ação │
│ 2. Será executado no seu sistema │
└──────────────────────────────────────┘| Property | Description |
|---|---|
| Position | After the trigger |
| Function | Operation executed in response to the trigger |
| Multiple | Yes (as many as you want) |
2.3 Connections (Edges)
- Directional lines connecting nodes
- Represent the data flow between trigger → actions
- Support conditions and branching
3. Panel: Configure a Trigger
Clicking "Add a trigger" opens a side panel:
3.1 Panel Structure
| Section | Description |
|---|---|
| Title | "Configure a trigger" |
| Subtitle | "Choose an application that sends the data, and specify the event that starts the automation." |
3.2 Fields
| Field | Type | Description |
|---|---|---|
| Choose an app | Textbox + search | "Search tool" — selects the source app |
| Choose an event | Dropdown "Select Event" | Specific event that triggers the automation |
| Event hint | Text | "This is an event that triggers the data transfer. For example: when a deal changes, a new lead appears, etc." |
| Access Key Parameters | Section | App authentication settings |
3.3 Actions
| Action | Description |
|---|---|
| Continue | Button (disabled until app + event are configured) |
| Close | X icon to cancel |
4. Panel: Configure an Action
Similar to the trigger panel, but for defining the output operation:
| Field | Description |
|---|---|
| Choose an app | Destination app |
| Choose an action | Specific operation (create, update, send, etc.) |
| Field mapping | Links trigger data to the action's fields |
| Access Key Parameters | Authentication for the destination app |
5. Bottom Bar (Canvas, Test, Run)
| Button | Description |
|---|---|
| Canvas | Visual editing mode (default) |
| Test | Runs the automation in test mode with sample data |
| Run | Enables/disables the automation in production |
6. Scenarios
| Element | Description |
|---|---|
| Name | "Default" — default scenario |
| Multiple scenarios | Allows creating variations of the same workflow |
| Selector | Dropdown to switch between scenarios |
Each scenario can have different trigger/action settings for the same base workflow.
7. Tabs: History and Analytics
7.1 History
- Chronological log of executions
- Status of each execution (success, failure, in progress)
- Input/output data for each execution
7.2 Analytics
- Automation usage metrics
- Success/failure rate
- Execution volume per period
8. Automation Creation Flow
1. Create Automation → Automatic name (#XXXXXX)
2. Optional: Assign to a Group
3. Canvas: Add Trigger
├── Choose App (e.g., WhatsApp, Gmail, HubSpot)
├── Choose Event (e.g., New message, New email, New contact)
└── Continue
4. Canvas: Add Action(s)
├── Choose destination App
├── Choose Action (e.g., Create contact, Send email, Update spreadsheet)
├── Map fields (data binding)
└── Continue
5. Add more actions and/or conditions
6. Create alternative scenarios (optional)
7. Test → Run → Activate9. Keyboard Shortcuts (Canvas)
| Key | Action |
|---|---|
| Arrows | Move selected node |
| Delete | Remove node or connection |
| Escape | Cancel selection/action |
| Enter/Space | Select node or connection |