Blocks & Flow Editor

Blocks Overview

Flow editor and block reference for Bot Studio

The Blocks & Flow Editor section covers how to use the Studio canvas and configure automation blocks.

Block Categories

Blocks are organized in the left palette by category:

CategoryExamples
common / functionstart, end, switch, delay, http request
browserclick, goto, launch browser, wait for
excelread cells, write cells, excel filter
windowslaunch desktop application, windows click
databaseread data, insert data, execute query
emailread mail, send mail
data_tablecreate data table, filter rows, merge tables

Additional categories include clipboard, datetime, file, folder, image, keyboard, mouse, pdf, string, list, aws, sftp, smtp, ai, and orchestrator.

Default Flow

Every new task includes:

  • start block — Entry point; defines initial message properties and variables
  • end block — Exit point; sets success/failure status

Connect blocks between start and end to build your automation logic.

How Block Pages Are Documented

Each block page is based on the help description and configuration fields defined in Bot Studio. Pages include:

  1. Overview — What the block does (from Studio help text)
  2. Configuration — Every field in the block editor, with what it accepts and when to use it
  3. Outputs — What the block sends to the next block (ports, msg properties)
  4. Notes — Warnings, limits, and best practices from Studio help

When adding new block categories (browser, excel, windows, etc.), each field from the block's configuration panel will be documented the same way.