Overview

Sona's Manage Workflows page is your control center for all active workflows running in your account. This is where you view, monitor, and control the AI-powered workflows that have been deployed and are actively processing your data, so you can keep automations healthy and catch issues early.

When to use Manage Workflows

Use Manage Workflows when you need to:

Monitor all active workflows currently running in your account.
Start, stop, or pause specific workflows that are active in your account.
Troubleshoot workflows that are experiencing issues.

How Manage Workflows works

Manage Workflows displays every AI-powered automation currently active and running in your account, that is, workflows that have been selected and deployed into your account. Here is how the system operates:

Active Workflow Dashboard: shows all workflows currently deployed and running in your account, for example Automated Company Research or Automated Contact Research.
Real-time monitoring: each active workflow displays live performance metrics, execution status, and operational data.
Execution control: you can pause, resume, or stop these running workflows directly from this dashboard.
Performance tracking: monitor success rates, total runs, and recent execution results for each active workflow.
Workflow integration: these running workflows automatically feed their results and execution data to the Data Activation > Workflows section for comprehensive reporting.

Together, this gives you complete visibility and control over the AI automations actively processing your data, turning your attribution information into actionable business outcomes.

Accessing your workflow dashboard

From the left sidebar, click Manage Workflows under the Workflows section.
You will see all workflows currently active and running in your account displayed in a comprehensive table.

Each running workflow shows real-time operational information:

Name: the workflow title, for example "LinkedIn Profile Enhancer".
Last Execution Status: the most recent run result, such as Success or Error.
Success Rate: percentage of successful executions over time.
Total Runs: number of times the workflow has been executed.
Date: when the workflow was created or last modified.
Last Updated: most recent activity timestamp.
On/Off Toggle: control switch to enable or disable the workflow.

Managing individual workflows

Monitor workflow performance: review Success Rate to identify which active workflows are performing well, check Total Runs to see execution frequency, and watch Last Execution Status to catch any issues with running automations.
Control active workflow operations: use the On/Off toggle to pause or resume specific running workflows. Paused workflows stop processing but remain in your account for quick reactivation, which is essential for managing resource usage and troubleshooting.
Access running workflow details: click any active workflow name to view its operational structure, see the live configuration and current processing status, and monitor how your active AI agents are handling data.

Searching and filtering active workflows

Use the Search workflows box to locate specific active workflows. This is essential when managing multiple active automations.
Use the Filter by status dropdown to show only active, inactive, or error workflows, so you can focus on the ones that need immediate attention.
Click Filter by date to view workflows by when they were activated, which is helpful for reviewing recently deployed automations.

Key concepts and best practices

Active workflow management:

Regular monitoring: check your active workflows daily to ensure smooth operations.
Performance optimization: pause underperforming workflows to investigate issues.
Resource management: balance the number of concurrent active workflows based on your data processing needs.
Status awareness: remember that these active workflows feed data to your Data Activation > Workflows reporting section.

Operational best practices:

Proactive monitoring: address workflow errors immediately to maintain data flow.
Pausing: temporarily pause workflows during system maintenance or data updates.
Workflow success: monitor completion rates and refine processes to improve results.

FAQs

What is the Manage Workflows page?

Manage Workflows is the control center for every AI-powered workflow currently deployed and running in your Sona account. It shows real-time status, success rates, and total runs for each workflow, and lets you pause, resume, or stop them directly from the dashboard.

What happens when I pause a workflow?

Pausing a workflow with the On/Off toggle stops it from processing new data, but it remains in your account so you can reactivate it quickly. This is useful for managing resource usage, troubleshooting an issue, or temporarily halting automations during system maintenance.

Where do workflow results show up after they run?

Active workflows automatically feed their results and execution data to the Data Activation > Workflows section, where you can review comprehensive reporting on what each automation produced.

How do I find a specific workflow in a long list?

Use the Search workflows box to locate a workflow by name, the Filter by status dropdown to show only active, inactive, or error workflows, or Filter by date to view workflows by when they were activated.

Workflows: Manage Workflows