Managing and Editing Workflows

Edit, enable, disable, duplicate, and delete your existing workflows from the Automations page.

Steps 1. View All Workflows

Navigate to Automations to see all your workflows.

2. Enable or Disable a Workflow

Toggle the switch on any workflow card to enable or disable it. Disabled workflows show a Paused badge and will not run.

3. Edit a Workflow

Click the actions dropdown (three dots) on a workflow and select Edit. This opens the workflow builder with the current trigger, conditions, and actions pre-filled. Make your changes and click Save Workflow.

4. Duplicate a Workflow

Select Duplicate from the actions dropdown to create a copy of an existing workflow. This is useful when you want a similar workflow with minor variations.

5. Delete a Workflow

Select Delete from the actions dropdown. Confirm the deletion. This action is permanent.

6. Monitor Workflow Activity

Each workflow card shows:

• Last Run — When the workflow last executed
• Total Runs — How many times the workflow has run since creation

Tips

• Disable a workflow before making major edits to avoid it firing mid-change.
• Use the duplicate feature to create variations of successful workflows for different job types or clearance levels.
• If a workflow is not running as expected, check the conditions — overly restrictive conditions can prevent execution.