Getting Started

This guide will walk you through creating your first workflow in Orchka.

Prerequisites

Before you begin, make sure you have:

• A running Orchka instance
• A web browser (Chrome, Firefox, or Safari recommended)

Your Workspace

Everything you create — workflows, credentials, executions — is scoped to an organization. A new account starts with none, so the first thing to do is create one: open the switcher at the top of the sidebar (it reads No organization) and choose New organization. Until you do, creating a workflow fails with "No organization. Create one to continue."

You can create additional organizations for separate teams, clients, or environments from the same switcher. See Organizations & Teams for the full guide.

Signing in

Email and password, or GitHub / Google. If you forget your password, use Forgot password? on the sign-in page — it emails a link that is valid for one hour and can be used once.

Creating Your First Workflow

Step 1: Access the Dashboard

Navigate to the Orchka dashboard. You'll see a list of your existing workflows in the active organization (if any), a button to create new ones, and an Overview panel above the list with five stat cards and a daily-activity chart — see Dashboard Overview.

Step 2: Create a New Workflow

Click the "New Workflow" button. This will:

1. Generate a unique workflow with a random name
2. Redirect you to the workflow editor
3. Add a default Manual Trigger node to the canvas

Step 3: Understanding the Editor

The workflow editor consists of:

Step 4: Add Your First Action Node

1. Open the node palette by clicking the + button or looking at the left panel
2. Browse the available categories:
   • Triggers - Start points for workflows
   • Actions - Perform operations (HTTP requests, AI agents, etc.)
   • Control - Flow control (conditions, loops, waits)
3. Click on a node to add it to the canvas

Step 5: Connect Nodes

Drag from the output handle (right side) of one node to the input handle (left side) of another to create a connection.

[Manual Trigger] ──→ [HTTP Request] ──→ [AI Agent]

Step 6: Configure Nodes

Click on any node to open its settings panel:

• HTTP Request: Set the URL, method, headers, and body
• AI Agent: Configure the AI model and available tools
• Condition: Define the expression to evaluate

Step 7: Execute Your Workflow

Press Execute in the toolbar. The run is queued and picked up by the worker process, so the editor stays responsive; node statuses stream back live as each one starts and finishes.

A workflow needs a trigger node to be runnable. Manual Trigger runs on demand; Cron Trigger runs on a schedule you set in the node, in the timezone you pick.

Step 8: Monitor Execution

Once the workflow starts, you can monitor its progress in detail:

1. Click the "Execution History" tab or icon.
2. View the Trace Timeline to see the timing and status of each node.
3. Select any node in the trace to inspect its Input and Output payloads.

For more details on monitoring, see the Execution Monitoring guide.

Next Steps