Learn And Save Workflows

Learn An Action#

Open Learn and search the topics in the second drawer. Each topic includes a short guide and a starting Workflow. Recorded videos appear when available; you can use the guide before the video is ready.

Choose Use This Workflow. If you need to sign in, the site returns you to the selected template afterward.

Save Your Copy#

1. Choose a name using lowercase words joined by hyphens.
2. Select Preview Workflow and review the plan's starting resources.
3. Select Save to My Workflows, then Open Workflow.

Your copy is private and independent. It starts with a plan, an empty data collection and a file folder. Saving does not start an agent, schedule work, or charge for a run. You choose how to use it afterward.

If a save cannot be confirmed, use Retry Save on that same screen. It recovers the same request rather than intentionally making another copy.

Your Workflows#

Each personal account has one home for all its Workflows. Search the list to open a Workflow. To rename the home, open Details, find Your Workflows, edit Display Name, then select Save Name. The name can be anything you prefer; renaming keeps your account, Workflows and data together.

Business teams, administrator assignment and multiple managed homes are planned separately and are not part of the personal experience.

Technical Names#

The API calls the account's data and permission boundary a workspace. Existing URLs and API capabilities retain that name. Website labels say Workflows and Workflow Access; those labels do not change what an API key can read or modify.