This guide walks through the shortest path from a new organization to a published workflow. You can build in the B3OS web app or call the REST API directly.

B3OS public templates gallery for starting workflow automation

The visual editor is the fastest way to learn B3OS because it validates triggers, action schemas, connector requirements, expressions, and test runs in context.

Watch the onboarding walkthrough before building your first workflow.

Create a Workflow

1

Open or create an organization

Sign in to B3OS, create an organization, and invite teammates only after you have the first workflow running.

2

Create a workflow draft

Choose a blank workflow, a template, or a Caddie-assisted starting point. Drafts are editable without changing the live version.

3

Choose a trigger

Use Manual for a first test, Schedule for recurring automation, or a connector/event trigger when you are wiring B3OS to an external system.

4

Add one or more actions

Add built-in logic, catalog actions, connector actions, wallet actions, or onchain actions. B3OS validates each node against its action schema.

5

Reference prior data with expressions

Use expressions such as {{$trigger.body.amount}}, {{$nodes.fetchPrice.result.price}}, {{$props.asset}}, and loop variables like {{$item}}.

6

Test the draft

Run the workflow with sample input. Inspect node status, payloads, masked secrets, timing, and failures before publishing.

7

Publish the live version

Publish when the draft passes validation. Schedules, webhooks, and event listeners use the published live version.

A published workflow has a versioned definition, an active trigger surface, and run history that can be inspected from the app or API.

Minimal API Flow

Use the API when you need to automate workflow creation, run a workflow from another service, or manage B3OS from your own backend.

bash
curl -X POST https://api.b3os.org/v1/workflows \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "name": "Daily price check", "definition": { "nodes": [] } }'

First Workflow Patterns

First workflow shape
inputexpressionsrunresultapproved path Trigger Manual, schedule, webhook, onchain, SaaS Context Props, connector, wallet, org data Action node Catalog action or built-in logic Policy branch Thresholds, approvals, error paths Notify or transact Slack, webhook, x402, wallet action
Webhook to Slack

Receive an external event, transform it, and notify a Slack channel.

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Schedule to DeFi read

Check markets or positions on an interval and route the result through logic nodes.

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EVM event to transaction

Listen for an onchain event, evaluate policy, and execute through an organization wallet.

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API Quickstart

Create, validate, publish, run, and inspect a workflow from copy-paste API requests.

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Recipes

Start from common workflow patterns such as webhook alerts, scheduled checks, approvals, and x402 calls.

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Concepts

Learn the vocabulary: workflows, nodes, runs, executions, triggers, connectors, wallets, props, and CU.

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Authentication

Create API keys, understand scopes, and decide when to use user sessions versus service credentials.

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