Workflow settings
Configure name, description, tags, metrics, and Active so workflows stay findable and ready to run.
Workflow settings cover metadata and run readiness for the whole workflow. They are separate from the fields on individual trigger and action nodes.
Open settings from the builder with the gear icon (or go to /projects/<projectId>/workflows/<workflowId>/settings). The left nav has General, Tags, and Metrics.
What matters most
| Setting | Why it matters | Where |
|---|---|---|
| Name | How the workflow appears in lists, search, and links. Keep it short and specific. | General (also editable in the builder title) |
| Description | Explains purpose for teammates and future you. Does not affect execution. | General |
| Active | When off, Automate will not run or poll the workflow. Turn on only when the graph is ready. | Builder header (save with Save) |
| Tags | Filter and group workflows in the list. Optional. | Tags |
| Metrics | Estimate business impact (time, money, items, errors) for reporting. Optional. | Metrics |
Open settings
Open a workflow
From Workflows, open the workflow you want to edit so you land on the canvas.
Open the gear
In the builder header, click the settings (gear) control. Automate opens Workflow Settings on the General page.
Use the settings nav
Switch between General, Tags, and Metrics in the left sidebar. Changes on General need Save changes. Tags and Metrics save as you edit.
General
Name
- Required.
- Max length 100 characters.
- Use a name that says what the workflow does (for example
Invoice PDF to Finance Slack), not a generic label likeTest 3. - You can rename from General or by editing the title on the canvas.
Description
- Optional, but recommended for shared workspaces.
- Max length 1000 characters.
- Write who it is for, when it should run, and any caveats (for example “Do not activate until the Accounting connection is shared”).
- Descriptions help people decide whether to open or duplicate a workflow; they are not shown to end users of your automations.
Create Template
On General, Create Template saves the current workflow as a reusable template under Workflow Templates. Use this when the graph is a pattern you want to copy into other projects.
Delete workflow
Under Danger Zone, Delete workflow permanently removes the workflow. Prefer turning Active off if you only want to stop runs.
Active (on the canvas)
The Active switch sits in the builder header, not on the General form.
| State | Effect |
|---|---|
| Active on (and saved) | Triggers can fire; schedules and polls run as configured |
| Active off | Runs and polling are rejected with a not-active error |
Toggle the switch, then click Save so the change persists. New duplicates start inactive so you can review before going live.
Tags
Tags organise workflows for filtering. They are workspace-level labels you assign to one or more workflows.
| Control | Purpose |
|---|---|
| Assigned Tags | Tags currently on this workflow |
| Available Tags | Other workspace tags you can assign |
| New Tag | Create a tag (Tag Name and Color required) |
Use tags for ownership (Team: Ops), domain (Finance), or lifecycle (Draft, Production). Keep the set small so filters stay useful.
Metrics
Metrics estimate impact per successful run. They do not change how the workflow executes.
| Metric | Typical meaning of Expected value per run |
|---|---|
| Time Saved | Hours saved each successful run |
| Money Saved | Amount saved (for example CHF) each run |
| Items Processed | Count of items handled each run |
| Error Reduction | Error reduction percentage (or related value) each run |
Enable a metric with its switch, then set Expected value per run. Automate can use these values for impact views; leave metrics off if you do not track business outcomes yet.
Builder AI settings (optional)
In the Build with AI panel, the model picker can set an AI connection and Model for chat-assisted building on this workflow. Those choices only affect the builder assistant, not runtime actions unless an action uses the same connection.