Changing a workflow
After you start using workflows, you can control when they run, change what they do, rename them, trigger them on demand, or clean up workflows you no longer need. Each workflow shows an Active or Inactive status, and you can deactivate one to pause it and reactivate it whenever you need it.Turning a workflow on or off
Deactivate a workflow when you want to stop it running, and activate it again when you need it. Deactivating stops new runs from starting, but the run history stays available. Turning a hook off turns its rule off, so the action it protects goes through without any check until you turn it back on. When you turn off a hook, your app asks you to confirm, so click Deactivate in the dialog. To turn a workflow on or off:- Click Dashboard in your app editor.
- Click Workflows.
- Click the More actions icon on the workflow.
- Click Deactivate or Activate.

Deactivating a workflow from the More actions menu.
Editing a workflow
To change what a workflow does, edit it from its diagram or just describe the change in the AI chat. Every edit option opens the AI chat with a pre-filled prompt and the AI makes the change for you, so there is nothing to edit by hand.Editing a step
Editing a step

Editing a step.
Editing the trigger
Editing the trigger
- Click the trigger’s Edit icon to change which events trigger the workflow.
- Click the Replace trigger icon to switch to a different trigger, such as a scheduled, connector, in-app agent, or entity trigger.

Replacing a workflow's trigger.
Adding a step
Adding a step

Adding a step to a workflow.
Renaming a workflow
Give a workflow a clearer name at any time. Renaming does not create a new version. To rename a workflow:- Click Dashboard in your app editor.
- Click Workflows.
- Click the More actions icon on the workflow.
- Click Rename and enter the new name.

Renaming a workflow from the More actions menu.
Running a workflow immediately
Run a workflow right away when you want to start it on demand. This helps you test changes, confirm that your configuration works, or handle something urgent between scheduled runs. For a hook, Run now tests it with data from a previous run instead. Learn how testing a hook works. To run a workflow:- Click Dashboard in your app editor.
- Click Workflows.
- Click the workflow to open it.
- Click Run now in the details panel.
- In the confirmation dialog, click Run now again.

Running a workflow on demand with Run now.
Cancelling a run
If a workflow is running and you need to stop it, you can cancel the run while it is still in progress. The cancelled run shows as Cancelled in the run history. To cancel a run:- Click Dashboard in your app editor.
- Click Workflows.
- Click the workflow to open it.
- Click the run that is in progress, then click Cancel run.
Archiving a workflow
If you do not need a workflow anymore, you can archive it to keep your active list clean. Archiving a hook turns its rule off too, so your app asks you to confirm before it archives one. To archive a workflow:- Click Dashboard in your app editor.
- Click Workflows.
- Click the More actions icon on the workflow.
- Click Archive.

Archiving a workflow from the More actions menu.
Monitoring runs
Every workflow records each run so you can watch it happen in real time and review it afterward. Review a single workflow’s runs from its details panel, or see runs across all your workflows on the Activity tab.Viewing a workflow’s runs
When you open a workflow, the details panel shows its Success rate, Avg. runtime, and a Run history of every run. When something goes wrong, the run shows the exact step that failed and the error, so you know where to look without guessing. A hook’s details panel shows only its Run history. When you open one of its runs, it shows whether the hook allowed or blocked the action, and a failed hook run counts as blocked. To view a workflow’s runs:- Click Dashboard in your app editor.
- Click Workflows.
- Click the workflow you want to inspect.
- In the details panel, review Run history, where each run shows its time and status, such as Completed.
- Click a run to open its Run log, including the start time, end time, and runtime.

A workflow's details panel with its run history.
Using the Activity tab
The Activity tab under Workflows in your app dashboard brings together runs from all your workflows in one place. Runs from hooks are labeled as hooks. To view activity across workflows:- Click Dashboard in your app editor.
- Click Workflows.
- Click the Activity tab.
- Review the list of runs, where each one shows its workflow, status, start time, and run time. Filter by status (Running, Completed, Failed, or Cancelled) or by time range.
- Click View on a run to open it in the workflow’s diagram alongside its run log.

The Activity tab, showing runs across all your workflows.
Workflows and integration credits
Workflows are billed by the steps that run. Each step that runs a backend function uses a fraction of an integration credit, and the charges add up across all the steps in a single run. Built-in integrations that a step uses, such as sending an email or calling an AI model, can use credits too, as they do elsewhere in your app. A workflow with several steps therefore costs more per run than a single-step one, so keep an eye on how often your workflows run and what each step does. If you run out of integration credits while a run is in progress, that run is cancelled. Learn more about credits.Tips for managing credit usage
- Add specific trigger conditions: Narrow the criteria that start a workflow so it does not run unnecessarily.
- Use conditions to skip unneeded steps: Branch the workflow so expensive steps only run when they are actually needed.
- Consolidate redundant workflows: If several workflows perform overlapping tasks, combine them into fewer, smarter ones.
- Resolve failing workflows promptly: Workflows that error can still consume credits on each retry. Check your run history regularly and fix or disable problem workflows as soon as you spot them.
- Review the frequency of scheduled workflows: Consider whether recurring workflows, such as daily reports or reminders, need to run as often as configured.
- Be sparing with AI calls: If a step calls an AI model, that uses credits too, so only call it when you actually need the result.
- Test on a small dataset first: Run a workflow manually and check its run history to estimate the per-run credit cost before enabling it at scale.
FAQs
Click a question below to learn more.Can I add conditions to control when a step runs?
Can I add conditions to control when a step runs?
What happens when a workflow fails?
What happens when a workflow fails?
Why does Run now ask me to choose a previous run?
Why does Run now ask me to choose a previous run?
Can I manage workflows from the AI chat?
Can I manage workflows from the AI chat?

Managing a workflow from the AI chat.
How many workflows does the Workflows page show?
How many workflows does the Workflows page show?
Where did my app's automations go?
Where did my app's automations go?