Quick Start

Build your first real project and workflow, then make Home useful for the way your team operates. This guide walks through the core surfaces and shows how they connect.

What you'll learn

  • Creating projects and tasks to organize work
  • Customizing your dashboard with blocks
  • Building workflows on the visual canvas
  • Running and debugging workflows

Prerequisites

  • An account: register at /users/register, log in at /users/log-in, or sign in with Google
  • A workspace: after you register, create or join a workspace. New workspaces do not contain sample projects, tasks, objectives, or workflows, so you can start with your team's real work.

Step 1: Create a project

Projects group related tasks and workflows.

  1. Open Projects from the sidebar
  2. Click New Project
  3. Enter a name (like "My First Automation") and click Create project

Use a project for a real process or initiative, such as "Customer onboarding", "Quarterly access review", or "Store opening".

Tip: The New button in the header creates workflows, projects, and tasks from any page.

Step 2: Create a task

Tasks track the actual work.

  1. Open Tasks from the sidebar
  2. Click Add Task
  3. Enter a title, then set status, project, dates, or assignee as needed
  4. Click Create task

Tip: Switch between Table, Board, Timeline, and Calendar views from the view switcher.

Step 3: Customize Home (optional)

Home is a Page built from blocks. Rollout creates it when workspace setup finishes, with My Tasks, Projects, and Activity blocks. Empty tables link to the corresponding place to create real work.

  1. Open Home from the sidebar
  2. Click the pencil (Edit Page) button
  3. Click Add block and pick a block: Table (tasks, projects, objectives, documents, or custom records), Feed (updates and posts), Form (create records), or Section (rich text)
  4. Move or resize blocks, then click Apply changes — or Discard to drop the draft

Step 4: Build your first workflow

Workflows are your visual automations.

  1. Open Workflows from the sidebar
  2. Click New Workflow to open the editor
  3. Click an empty spot on the canvas to open the node picker, then choose Manual Start
  4. Drag from Manual Start's output port and release on empty canvas — the picker opens again and connects your pick. Choose a node like AI Agent or API Request
  5. Click a node to configure it in the sidebar
  6. Your Draft autosaves as you edit. Click Publish when it is ready; the first Publish creates v1 as the Current Release and leaves production Paused

Example: Create a "Daily Quote" workflow: Manual Start connected to an AI Agent whose prompt asks for an inspiring quote.

Step 5: Run and view results

  1. Click Test in the editor toolbar (or press Cmd/Ctrl + Enter) to run the current Draft without changing production
  2. Watch nodes highlight as they execute
  3. Click a completed node to inspect its output
  4. Open the Runs tab in the sidebar for run history; the Live tab follows the active run

Each node shows what data it processed, making debugging straightforward.

Next steps

Troubleshooting

Do I need to code? No. Build automations by connecting nodes on the canvas. The Code Execution node is available when you need custom JavaScript logic.

Workflow not running

  • The Test button stays disabled until the Draft has an executable trigger node (like Manual Start)
  • Ensure nodes are connected (output port to input port)
  • For production triggers, Publish the Draft and click Start so the Current Release is Running

Node shows an error

  • Click the node to see error details in the sidebar
  • For API Request nodes, check URL, method, and headers
  • For AI Agent nodes, make sure the prompt is set

Nothing appears after running

  • Open the Runs tab in the editor sidebar and open the latest run
  • Look for errors on individual nodes

Can't find my workflow

  • Check you're in the right workspace (workspace menu at the top of the sidebar)
  • Open Workflows from the sidebar and search the full list, not just recent items