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Create an Automation Flow

Build a flow on a visual canvas - add steps, connect them, and run it on demand or on a trigger, with no scripts.

Updated August 20, 2026 · 1 min read

Try it in Serpent

An automation flow is a sequence of steps Serpent runs to deliver changes. You build one on a visual canvas by adding action steps and connecting them in order, with no scripts or YAML to write. This guide covers building and running a flow; for what automation flows are and where they fit, see Automation Flow.

Automation flow editor with the Flow Actions palette - Execute Apex, Deploy, Migrate Data - and the Normal and Triggered flow toggle

Build one in Serpent

Open the automation flow editor with the "Try it in Serpent" button above, then:

  1. Create and name the flow

    Start a new flow in the project and give it a clear name.

  2. Add action steps

    Add the steps the flow should run, such as deploy, validate, execute Apex, back-promote, or a release configuration.

  3. Configure each step

    Open a step to set its options, like the target org or the paths it deploys.

  4. Connect the steps

    Link the steps on the canvas so they run in the order you want.

  5. Activate

    Turn the flow on so it is ready to run.

Normal or triggered

  • Normal flows run when you choose to run them.
  • Triggered flows run automatically on an event, such as changes merging into a branch.

Keep it maintainable

Because a flow is visual, anyone on the team can read it, edit it, or clone it as a starting point. There is no pipeline script that only one engineer understands.