Managing workflows and folders
The Workflows page is your workflow library. This article covers creating, organising, and managing your workflows from the list — the editor itself is covered separately.
Creating a workflow
Click + New Custom Flow, give it a name and an optional description, and click Create. This creates a disabled draft and opens it in the editor.
Reading a workflow card
Each workflow appears as a card showing a compact summary: the trigger icon, the first couple of action icons (with a +N for any beyond that), when it was last updated, and a status badge.
An orange alert icon on a card means a published workflow has unpublished changes — publish again to push them live.
Organising with folders
Use folders to group related workflows:
- Create Folder — name it and pick an icon.
- Drag a workflow onto a folder to move it in, or use the card menu’s Move to Folder.
- Move Out — from a workflow inside a folder, returns it to the unorganised list.
- Reorder — drag workflows to change their order.
Deleting a folder also deletes every workflow inside it. Move out anything you want to keep first.
Managing individual workflows
The ⋮ menu on each card gives you:
- Rename — change the workflow’s name.
- Duplicate — creates a disabled copy named “{name} (Copy)”; if the original was in a folder, the copy goes there too.
- Move to Folder / Move Out.
- Delete — permanent, with a confirmation. This cannot be undone.