Steps and connections

A workflow is made of steps and connections. A step says what to do; connections decide the order, and with a condition they branch or send the flow back for rework.

Add a step

• Drag one from the Step library on the left onto the canvas.
• Right-click an empty spot on the canvas and choose the step to add.
• Select a step and click Add next step.

The step library: Common steps, Basics, My steps

The library has three groups: Common steps (Recon, Implement, Review, Fix, Summarise), Basics (blank step, user input, resource, memory) and My steps. Built-in steps can be edited freely once on the canvas; click Save to my steps to reuse one long term.

Edit a step

Select a step and edit it in the right panel.

The step panel: name, prompt, output files

Setting	Description
Name	Shown on the canvas and in the plan.
Prompt	Tells the executor what to do and what to produce; handed over word for word.
Description	A one-line summary, for people only.
Icon and color	Click Change icon and color to choose.
Output file	A file this step writes, with a path relative to the working folder; downstream steps read it from there. A Generation rule can set the format.

An output file can be declared in three ways: Write a file, No file (the step only does work and leaves no file) and Undeclared. Files can also live in a resource card.

Duplicate makes a new step with “copy” in its name. After Delete step, press Ctrl+Z to undo. A step that has already run in an instance cannot be deleted; set it to Skipped instead.

Connections

1. Drag a line out of the solid dot on the right of the upstream step.
2. Release it on the downstream step.
3. Click the line and set its Condition in the right panel.

The connection panel: condition and handoff

Condition	Effect
Always	Run the downstream step once the upstream one is done.
Pass	Follow this line when the upstream step’s verdict is pass.
Fail	Follow this line when the verdict is fail; often used to go back for rework.
Custom	Write a condition such as “all tests pass”; the executor judges whether it holds.

Pass and Fail need the upstream step to give a verdict at the end of its reply. The built-in Review step already does; for your own steps, say so in the prompt. Conditional lines are mutually exclusive: only one is followed each time.

Handoff

Option	Effect
Pass the upstream result downstream	The default. What is delivered is the conclusion and key points from the upstream reply, not the full text.
Order only	The downstream step waits for the upstream one to finish but receives no result.
Handoff note	Add one sentence to the plan, such as “fix each point in review.md”.

Files are not passed through the handoff; put them in a resource. Click Edit handoff on a line to change it directly.

Tidy up and save

Toolbar	Effect
Tidy up	Arranges steps and resources automatically, routing different kinds of lines apart.
Fit view, Zoom in, Zoom out	The wheel or a trackpad pinch also works.
Undo, Redo	Undo and redo edits.
Preview plan	Shows the compiled plan.

Edits are saved automatically; the top bar shows Saving, Saved, Unsaved or Save failed. If the file was changed elsewhere, you are asked to Reload, and on a conflict you can choose Keep mine or Use disk. The Checks panel lists Errors, Must fix, Warnings and Suggestions; when it shows No problems the workflow can run, and with errors it cannot.

For the autosave delay and the step limit, see Plugin settings and themes.