For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dashboard

The Workflow Dashboard is the home of the workflow area. It shows how your workflows are performing — run totals, success and fail rates, a runs-over-time chart and recent activity — and gives you access to the workflow list, the test manager and the Card SDK.

Workflow Dashboard with run totals, success and fail rates, the runs chart and recent activity
The Workflow Dashboard — run totals, success/fail rates and recent activity for every workflow.

Tabs

  • Dashboard — run metrics and recent activity (shown above).

  • Workflow List — every workflow with its type, execution order and trigger. Create a new one with Add Workflow.

  • Test Manager List — test scenarios that validate your workflows; run them with Run All Tests.

  • License — workflow licensing information.

  • Card SDK — build and upload custom workflow cards (see Card SDK).

The Test Manager lets you save test scenarios per workflow and run them together, so you can confirm your workflows still behave correctly after changes:

Workflow Test Manager List with test scenarios and Run All Tests
The Test Manager List — each scenario shows a pass/fail result; use Run All Tests to re-run them all.

Next steps

  • Build a linear automation with the Standard Workflow builder.

  • Build a branching flow with the Advanced Workflow builder.

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