Skip to main content

Workflow Automations

The Workflow Automations page is where you manage the individual automation processes you have developed in Talos.

Managing Workflows​

The page is organized into two main tabs:

1. My Workflows​

This tab lists all the active workflows in your organization. You can:

  • Search & Sort: Quickly find a workflow by name or sort them to organize your view.
  • Edit: Open a workflow in the Workflow Designer to modify its logic.
  • Delete: Remove workflows that are no longer needed. You can also select multiple workflows for bulk deletion.

2. My Templates​

Templates are specialized workflows used as starting points for new projects.

  • Creating Templates: When creating or editing a workflow, you can mark it as a template.
  • Using Templates: Templates appear in this tab and can be selected when creating a new workflow to pre-populate it with logic and variables.

Note: Template workflows cannot be directly assigned to Jobs. They are only used to initialize new "standard" workflows.

Creating a New Workflow​

To create a new automation, click the Create workflow button. You will be asked for:

  • Name & Description: Give your workflow a clear name and purpose.
  • Use Template: (Optional) Choose an existing template to start with.
  • Make as template: Check this box if you want this new workflow to be a template for future use.

Feature Usage​

At the top of the page, a usage bar shows how many active workflows you have compared to your subscription limit.