Portal Community

What Is Flow Studio?

Flow Studio is BizFirstAI's visual workflow designer. It lets business analysts and developers build, test, and monitor automated business processes without writing infrastructure code. You connect nodes on a canvas — each node performs one step of your process — and the platform executes them reliably in the cloud.

Visual Design

Drag nodes from a palette and connect them with edges. Design feels like drawing a flowchart, but every element is executable.

Real-Time Execution

Watch nodes turn green as they complete. SignalR streams live status from the backend directly to your canvas.

Guard Rails

Built-in rate limiting, PII detection, and content policy enforcement protect every node execution automatically.

Extensible

Bring your own nodes, expression engines, and guard engines. The platform is designed for deep customisation.

The Three-Level Hierarchy

Every workflow in Flow Studio lives inside a three-level container hierarchy. Understanding this structure is the foundation for navigating the dashboard.

1

Project

A top-level organisational container — for example, HR Onboarding or Invoice Processing. Projects group related workflows together and control tenant-level access.

2

Process (Workflow Definition)

The workflow blueprint — the graph of nodes and edges that defines the logic. Processes support versioning; you can have multiple published versions simultaneously.

3

ProcessThread (Instance)

A concrete, editable snapshot of a Process at a point in time. You design and execute a ProcessThread. Multiple threads can be derived from the same Process version.

The WorkflowApp State Machine

The React application root — WorkflowApp.tsx — manages a state machine that drives navigation. You will always be in one of these states:

StateWhat You SeeTrigger
dashboardProjects / Processes / Threads listApp launch, Back to Dashboard
loadingLoading spinner while workflow data fetchesOpening a ProcessThread
designerFull canvas with toolbars and Observer PanelWorkflow data loaded successfully
errorError message with retry optionAPI failure during loading

Three Designer Modes

Once inside the canvas, you work in one of three modes controlled by designerModeStore:

ModePurposeWhat Changes
DesignBuild and edit the workflow graphNodes are draggable, editable; palette is active
ExecutionRun the workflow and monitor resultsCanvas is read-only; Observer Panel opens; status overlays appear on nodes
Evaluation PlannedValidate expressions and test config without runningDry-run indicators; no actual execution

Quick Start Checklist

1

Create a Project

From the dashboard, click New Project. Give it a name and description. Projects scope your work to a tenant and access group.

2

Create a Process

Inside the project, click New Process. Choose a blank canvas or start from a template. This creates your workflow definition.

3

Create a ProcessThread

Click New Instance. The thread is locked by default — click Lock for Editing to check it out for your session.

4

Design on the Canvas

Drag nodes from the left palette, connect them, configure properties in the right panel. The canvas auto-saves as you work.

5

Execute and Monitor

Switch to Execution Mode, click Run, and watch the Observer Panel for real-time status, logs, and node output.

This Guide Series This is Guide 1 of the Flow Studio series. Subsequent guides cover canvas navigation, node types, connecting nodes, execution, SignalR, the Observer Panel tabs, templates, custom nodes, expression engines, and guard rails. Each guide builds on the ones before it.