Workflows

A workflow turns repeatable work into a set of steps. It can run on a schedule or when you choose Run now.

Create a workflow#

Open Workflows, then choose Create Workflow. Give it a clear name, purpose, owner, and steps. Choose one of the schedules offered by the product, or keep the workflow manual.

Build small workflows first. Each step should produce one result that the next step can use.

Start from a template#

Open Templates to see the templates available to your workspace. A template gives you a ready-made structure for common audits, reports, monitoring, and planning work.

Activate a template, then review its name, department, schedule, and steps before enabling it. Template availability can differ by workspace.

Enable or pause scheduled work#

An enabled workflow runs on its saved schedule. Disable it when you want to stop future scheduled runs.

Disabling a workflow does not always cancel a run that has already started. Open the active run and use Cancel when that control is available.

Run a workflow now#

Select the workflow and choose Run now. Watch the run history for its state. Open a run to see its steps and results.

A run can be waiting, running, completed, failed, canceled, or waiting for approval. The exact labels shown can depend on the workflow.

Handle approvals#

A workflow pauses when a guarded step needs your decision. Read the approval banner and the proposed action.

• Approve lets the guarded step continue.
• Reject records your decision and stops that proposed action.
• A rejection note gives the department better guidance for a later attempt.

Check the run again after your decision. Later steps may still fail even after an approval.

Review run history#

Use history to answer three questions:

1. Did the run finish?
2. Which step produced the result?
3. Was any step skipped, rejected, canceled, or failed?

Open step details instead of relying only on the workflow's top-level state.

Troubleshoot a failed run#

• Open the failed step and read its message.
• Check that the owning department is active.
• Check required connectors.
• Confirm that plan or usage limits have not blocked the run.
• Fix the input or connection, then run again.

Do not create many duplicate workflows to work around one failing step. Fix the shared cause first.