Working with workflows: Notes, Actions, and Testing
Working With Worflows
In this article:
In this article, we’ll explore features that make it easier and more comfortable to work with our builder. These features are designed to save you time and give you more control as you create workflows.
You’ll learn how to add helpful notes to keep your work organized, quickly duplicate elements to speed up setup, and test your workflows to make sure everything runs smoothly before going live.
✔️ Sticky notes
React Flow allows you to add notes to any trigger or action within a workflow. This helps you keep important information, reminders, or context directly where you need it.
For example, you can explain why a certain condition was added, leave instructions for your team, or simply document how a specific step works. Notes make it easier to understand and manage your workflows, especially when they become more complex over time.
To add a note, open the workflow and click the notes icon in the top-left corner. Drag and drop a sticky note to the desired place, then save your changes in the top-right corner.

✔️ Manage nodes
Actions include several helpful options that give you more flexibility and control when building workflows. These options make it easier to adjust and manage your setup without starting from scratch.
- Duplicate creates a copy of a node within the same workflow, or allows you to move it to another workflow.
- Copy lets you copy a node so you can paste it into a different workflow.
- Turn off disables a node without deleting it, so you can easily enable it again later if needed.

✔️ Binding test data
Bind Test is a feature that lets you test workflows using existing data. It connects real data to your flow so you can correctly define conditions and actions.
This helps you build more accurate and effective automations by validating how the workflow behaves with real event data.
For more details, please refer to this article: Workflow testing.
✔️ Running tests
A test execution (or simulation) helps you make sure your workflow is set up correctly and working as expected before using it in real conditions. It allows you to safely check your logic, find potential issues, and understand how your flow behaves step by step.
- Simulation — runs a test version of your workflow to check the logic and detect possible errors without affecting real data.
- Execution — runs the workflow in real conditions so you can see exactly how it works in practice.
To run a test, simply click Run Test in the top-right corner.

Updated on: 30/06/2026
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