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Manage a workflow

Filter, sort, and manage your Tools, Chats, and Automation workflows from one place.

Use the Flows page to find and manage your workflows in one place.

Filter your workflows

Use filters to find the right workflow faster.

You can filter by:

  • Type

    • Tools

    • Chats

    • Automation

  • Status

    • Published

    • Draft

Sort your workflows

Use sorting when you want to review recent work or find a workflow by name.

You can sort by:

  • Newest

  • Oldest

  • Name A-Z

  • Name Z-A

Manage each workflow

Most workflows use the same actions.

Draft workflows

For Tools, Chats, and Automation, you can:

  • Edit

  • Settings

  • Duplicate

  • Move to trash

Published workflows

For all published workflows, you can:

  • Edit

  • Duplicate

  • Unpublish

  • Settings

  • Move to trash

Extra actions by workflow type

Tools and Chats also include:

  • Internal link

  • Public link

  • Access Management

  • Run via API

Automation does not include public sharing links or access management.

Tips

  • Filter by Type first when your workspace has many workflows.

  • Use Draft to review unfinished work before publishing.

  • Move workflows to Trash instead of deleting them right away.

Next steps

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