Building Automations with the Visual Workflow Builder

The Workflow Builder is a point-and-click canvas embedded in Luminous. It lets you assemble a trigger, conditions, and actions without writing or knowing any JSON.

Opening the builder

  1. Go to Tools → Automation.
  2. To create a new rule, click Create Rule — the Workflow Builder opens directly (for an existing rule, click its three-dot menu and choose Edit in Workflow Builder).

Creating a new rule

  1. The canvas opens with a default Order Created trigger. Set your trigger first (Event Trigger in the Trigger Settings panel) — this is the event that kicks the rule off (e.g. Order Created, Order Updated, Daily).
  2. Add one or more conditions. All conditions must pass for the rule's actions to run.
  3. Add one or more actions in the order you want them to execute.
  4. Enter a descriptive name in the Workflow Name field of the Trigger Settings panel, then click Save Changes.
  5. The rule is saved and the URL updates to reflect its new ID.

Editing an existing rule

  1. On the Automation list, click the rule's three-dot menu and choose Edit in Workflow Builder.
  2. The canvas loads the rule's current trigger, conditions, and actions automatically.
  3. Make your changes and click Save Changes.

Renaming a rule from the builder page

Click the rule name in the page header to edit it inline. The new name is saved immediately — no need to open the canvas.

Tips

  • You can switch between the Workflow Builder and the classic form — both save to the same backend rule.
  • If you want to test the rule on existing orders without waiting for the event to fire, see How to Manually Trigger Automations for Orders.
  • If you want AI to draft the rule for you first, see How do I generate an automation rule using AI?