Flows overview

Flows keep work moving without anyone having to prompt an agent. Each flow connects a trigger, such as a merged pull request or a daily schedule, to an action, such as starting an agent run. Use the Flows page to create flows and keep an eye on how they're doing.

Open Flows

Select Automation in the main navigation, then Flows in the sidebar. Automation opens on this page by default.

If your workspace has no flows yet, you'll see Put routine work on autopilot with two options: Choose a template or Build custom flow.

Find a flow

Use the controls above the list to narrow it down:

Control	Options
Status tabs	All, Active, Paused, Needs attention. Each tab shows a count.
Search	Type part of a flow's name in Search flows.
Scope	Workspace-wide, My team or Created by me.

Needs attention groups flows that are Errored, Incomplete or Needs review. Check it regularly to catch flows that have stopped working.

What each row shows

Column	Shows
Flow	The status dot, name and one-line logic: When trigger → action
Runs	Total runs so far
Last run	When it last ran, or Never
Next run	The next scheduled time, On trigger, Paused, or Managed in CRM for playbook flows

Select a row to open the flow's detail panel. Use the … menu on a row for quick actions: View run history, Run now (scheduled flows), Edit flow, Disable or Enable, and Delete.

What flows can do

Starts when	Can then
A task enters a workflow state	Start an agent run, move the task to another state, or merge the task's branch
An interactive run is approved	Start an agent run, move the task to another state, or merge the task's branch
A GitHub or GitLab event arrives	Start an agent run
A schedule ticks	Start an agent run

See Flow actions and Triggers.

Flows managed by CRM playbooks

If your team uses CRM playbooks, some flows show Playbook managed. You can view them here, but you change them from the playbook. Use Open playbook or Manage in Playbook Setup.

Start from a template

At the bottom of the list, select Browse templates to start from a ready-made flow instead of building one from scratch. See Creating a flow.

Was this article helpful?