The Manage Workflows section is your control center for all active workflows currently running in your account. This is where you can view, monitor, and control the AI-powered workflows that have been deployed and are actively processing your data. This guide will help you effectively manage these running automations and optimize their performance.
When to Use This
When to Use This
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
How Manage Workflows Works
Manage Workflows displays all the AI-powered automations that are currently active and running in your account. These are workflows that have been selected and deployed into your account.
Here's how the system operates:
Active Workflow Dashboard: Shows all workflows currently deployed and running in your account (e.g. Automated Company Research, Automated Contact Research, etc.)
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
This system gives you complete visibility and control over the AI automations actively processing your data, transforming your attribution information into actionable business outcomes.
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Accessing Your Workflow Dashboard
Step 1: Accessing Your Workflow Dashboard
Navigate to Manage Workflows
From the left sidebar, click on "Manage Workflows" under the Workflows section
You'll see all workflows currently active and running in your account displayed in a comprehensive table
Understanding the Active Workflow Display
Each running workflow shows real-time operational information:
Name: The workflow title (e.g., "LinkedIn Profile Enhancer")
Last Execution Status: Most recent run result (Success, Error, etc.)
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
Step 2: Managing Individual Workflows
Step 2: Managing Individual Workflows
Monitor Workflow Performance
Review Success Rate to identify which active workflows are performing well
Check Total Runs to see execution frequency for each running workflow
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
This is essential for managing resource usage and troubleshooting
Access Running Workflow Details
Click on any active workflow name to view its operational structure
See the live configuration and current processing status
Monitor how your active AI agents are handling data
Step 3: Searching and Filtering Active Workflows
Step 3: Searching and Filtering Active Workflows
Search for Specific Workflows
Use the "Search workflows" box to locate specific active workflows
Essential when managing multiple active automations
Filter by Status
Use the "Filter by status" dropdown to show only active, inactive, or error workflows
Focus on workflows needing immediate attention
Filter by Date
Click "Filter by date" to view workflows by when they were activated
Helpful for reviewing recently deployed automations
Key Concepts / Best Practices
Key Concepts / 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