π‘ Concept of Workbook
A workbook is like a container for your flows. Think of it as a single document that can hold multiple related automations in one place. This helps keep everything tidy and makes it easier to manage projects without jumping between different screens.
When you open a workbook, youβll see tabs at the bottom of the screen. Each tab represents a different flow, and all of these flows together make up your workbook.
π― Why Workbooks Are Useful
Workbooks make it simple to group related flows together. Instead of creating and managing dozens of separate files, you can keep everything connected. This is especially helpful when:
- π Youβre building several flows for the same project or process.
- π§ͺ You want to test or organize different ideas side by side.
- π You prefer to keep everything in one spot for easy navigation.
π οΈ How to Use Workbooks
- π Tabs for flows: Each tab is its own flow that can run independently.
- β Adding new flows: Create a new tab by clicking the β+β button at the bottom left of the workbook.
- βοΈ Managing tabs: Click the dropdown arrow on a tab to rename, duplicate, copy to another workbook, or delete it.
- ποΈ Folders in dashboard: On the Home page, you can organize your workbooks into folders to keep projects neat.
- Below is an image of a what a workbook looks like:

π Viewing Recent Executions
Every workbook has a run history so you can see what happened when a flow was executed. From the canvas, click the βView Recent Executionsβ icon in the top right corner.