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WISEPIM visual automation builder with a branching product launch pipeline The visual builder is where you design automations. You drag nodes onto a canvas, configure them, and connect them to define how data flows. No code required.
The builder validates your workflow as you go. Each node shows a status badge: a green checkmark when it is ready, an amber icon when it still needs configuration.

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Open the builder

1

Go to Automations

Click Automations in the sidebar.
2

Start a new automation

Click Create Automation. The builder opens with a blank canvas and a default trigger node.
You can also open the builder by editing an existing automation, or by applying a template from the templates page.

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Find your way around

The builder has three areas:
  • Left panel is the node palette. Browse available nodes here and drag them onto the canvas.
  • Canvas is your workspace. Arrange and connect nodes here.
  • Right panel is the configuration panel. It appears when you click a node, so you can edit its settings.

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Move around the canvas

ActionHow
ZoomScroll, or use the controls in the bottom-left corner
PanClick and drag on empty space
OverviewUse the minimap in the corner to see your whole workflow
Auto-layoutArrange nodes automatically, top-to-bottom or left-to-right
AlignSnap selected nodes into a straight line
Press Ctrl+S to save, Ctrl+Z to undo, Ctrl+Shift+Z to redo, and Delete to remove selected nodes. On Mac, use Cmd instead of Ctrl.

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Build a workflow

A workflow is a chain of nodes. Each node is one step. Here is the basic flow.

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Add nodes

1

Open the node palette

The left panel lists every node by category: Triggers, Actions, Data, and Logic.
2

Drag a node onto the canvas

Click a node in the palette and drag it where you want it.
3

Configure it

Click the node to open its settings in the right panel, then fill in what it needs.
Every node belongs to one of four categories:

Triggers

Start your workflow. Every automation needs at least one. Choose from Schedule, Webhook, Manual, After Import, After Export, Product Updated, and Quality Changed.

Actions

Do the work. Choose from Import, Export, AI Enrichment, Bulk Edit, API Call, and Notification.

Data

Control which products flow through. Choose from Select Products and Filter.

Logic

Add decision-making. Choose from Condition, Merge, and Delay.
After you add a node, the builder may suggest what to add next, like a data selector after a trigger or an action after a filter.

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Configure nodes

WISEPIM automation, AI enrichment node config (enrichment type + prompt) in the builder Click any node to open its settings in the right panel. Each type has its own options. For the full list, see the reference page for each node category linked in the cards above.

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Connect nodes

Connections define how data flows from one node to the next.
1

Hover over a node

Connection handles appear on all four sides (top, bottom, left, right).
2

Drag from an output handle

Click and drag from an output handle (the bottom or right side) of the source node.
3

Drop on an input handle

Release on an input handle (the top or left side) of the target node. An arrow shows the direction of flow.
A few rules keep your workflow valid:
  • Triggers only have outgoing connections. They are always starting points.
  • A node cannot connect to itself.
  • You cannot connect the same two nodes twice.
  • Branching is allowed. One node can connect to several downstream nodes to process in parallel.
To remove a connection, hover over the connection line and click the delete button. You can undo this if needed.
Your workflow needs a complete path from a trigger to at least one action before you can save or test it. The builder warns you if the workflow is incomplete.

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Work with nodes

  • Click a node to select it and open its settings.
  • Ctrl+Click (Cmd+Click on Mac) to select more than one.
  • Drag-select by clicking empty canvas space and dragging a box around a group.
Select one or more nodes, press Ctrl+C to copy, then Ctrl+V to paste. The copies appear offset from the originals, with all settings kept.
Disable a node to skip it during a run without deleting it. Disabled nodes look dimmed on the canvas. This is handy for testing without losing the node’s setup.
Select nodes and press Delete or Backspace. Their connections are removed too. Press Ctrl+Z to undo.
Use Auto-layout to arrange all nodes into a clean grid, top-to-bottom or left-to-right. Select two or more nodes and use Align to snap them into a straight line.

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Name and save

Click the automation name at the top of the builder to rename it. Use a clear name like “Nightly Shopify Sync” or “Post-Import AI Enrichment”. Click Save in the toolbar, or press Ctrl+S. Before saving, the builder checks that:
  1. Your workflow has at least one trigger connected to at least one action.
  2. Every enabled node has a complete path from trigger to action.
A new automation gets created on the server and assigned an ID. Later saves update it in place.
Save often as you build. You can reopen and keep editing a saved automation any time from the automations list.

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Test before you activate

Run a test straight from the builder to see your workflow in action.
1

Finish the workflow

Make sure every node is configured (green checkmarks) and properly connected.
2

Click Test Run

Click the test button in the toolbar. The builder runs your workflow.
3

Watch it run

The execution panel shows real-time progress. Each node lights up as it works: blue while running, green when done, red if it fails.
4

Review the results

The panel logs each step, including how many products were processed and any errors.
Test run execution showing real-time node status, progress bar, and execution logs
During a test run you get a live view:
  • Node badges switch between running, done, and failed, with animated indicators.
  • Connection lines animate to show data moving between nodes.
  • Execution panel logs a timestamped entry for each step.
  • Progress bar tracks overall completion.
You can pause, resume, or cancel a test run at any time from the execution panel.
Example translation automation workflow with connected trigger, data, and action nodes

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Back up and share

Export any automation as a JSON file. Click the export button in the toolbar to download the workflow definition. Use it as a backup or to share with someone else. To import one, click the import button and select a JSON file. The imported workflow replaces what is currently on the canvas.

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Undo and redo

The builder keeps your last 50 changes. Press Ctrl+Z to undo and Ctrl+Shift+Z to redo. Toast notifications include an Undo button for destructive actions.

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Keyboard shortcuts

ShortcutAction
Ctrl+SSave automation
Ctrl+ZUndo last action
Ctrl+Shift+ZRedo
Ctrl+CCopy selected nodes
Ctrl+VPaste copied nodes
Delete / BackspaceDelete selected nodes
Ctrl+ASelect all nodes
On Mac, use Cmd instead of Ctrl for every shortcut.

Automation templates

Start from a pre-built template for common workflows.

Automations overview

Learn how to manage and monitor your automations.