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Workflows

/workflows manages fixed, repeatable processes you can run on demand or on a schedule. The rule of thumb the page itself gives: use workflows when you know the steps; use agents when you don't. Sidebar items are role-filtered — Workflows requires the org admin role or above.

Workflow list​

The main table lists every workflow with:

  • Workflow — name and description; clicking the row opens the workflow's detail page, where its steps are built and edited.
  • Steps — how many steps the workflow currently has.
  • Scope — whether the workflow is organisation-wide or personal.
  • Owner — the owning user, or "Organisation" for org-scoped workflows without a personal owner.
  • Version — the current version number.
  • Updated — when it last changed.

A summary strip above the table shows the total workflow and step counts.

Creating a workflow​

New workflow opens an inline creator with a name and an optional description. The workflow is created with no steps — open it from the list to add them on its detail page.

Installing from the marketplace​

Browse marketplace opens a drawer of installable workflow templates from the configured marketplace; installing one adds it to this list ready to run or customise. See Marketplace.

Deleting a workflow​

The bin icon on each row deletes the workflow after confirmation. Deletion also removes all of the workflow's runs, so export anything you need first.