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The pipeline editor is a visual canvas where you design your document processing workflow by adding nodes and connecting them with edges.
Pipeline editor with a sample pipeline showing connected nodes

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Adding nodes

  1. Click the Add node button or drag a node type from the palette onto the canvas
  2. Choose the node type (trigger, action, or output)
  3. The node appears on the canvas ready to be configured
Node type palette showing available triggers, actions, and outputs
See node types for a complete reference of all available nodes.

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Connecting nodes

Click the output handle of one node and drag to the input handle of another node to create an edge. Edges define the flow of data through your pipeline. Rules for connections:
  • Data flows from left to right (trigger → action → output)
  • You cannot create circular connections
  • Some node types support multiple input or output connections
  • Edges between incompatible node types are prevented

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Configuring nodes

Click a node to open its properties panel on the right side of the editor. Each node type has different configuration fields.
Properties panel showing configuration for an extract action node

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Saving and validating

  • Click Save to save your current pipeline configuration
  • The editor validates your pipeline automatically and shows errors if the configuration is invalid
  • Common validation errors: missing trigger, disconnected nodes, missing required configuration

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Activating

After saving a valid pipeline, click Activate on the pipe to start accepting documents. You can also activate from the pipe’s settings tab.

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Undo and redo

Use Ctrl+Z to undo and Ctrl+Shift+Z to redo changes in the editor. The undo history is maintained within your current editing session.