Automate work with workflows

Only owners and admins can see and change workflows.

Workflows in your plan

Your plan sets how many custom workflows the workspace can have:

• Starter: no custom workflows.
• Professional: up to 5 custom workflows.
• Business: no limit.
• Enterprise: no limit.

Drafts, active workflows and paused workflows count. A deleted workflow does not count. A copy from "Duplicate" and a draft from the assistant count too. A trial has the limit of the plan that you try.

When the workspace is at the limit, the app does not make the workflow. It shows a link to Plans. Delete a workflow or change your plan.

After a change to a smaller plan, you keep your workflows. You can activate only as many workflows as the new plan allows. Pause a workflow to activate a different one.

Make a workflow

1. Go to Workflows.
2. Click "New workflow".
3. Type a "Name", such as "Tag new purchases". The description is optional.
4. Choose the "Trigger":
   • "Manual": runs when you select Run now.
   • "Schedule": runs on a schedule.
   • "Event": runs when an event occurs in the app.
   • "Webhook": runs when another system calls a URL.
5. Click "Create workflow".

The workflow opens in the builder as a draft.

Set the trigger

Select the Trigger step on the canvas.

• For "Schedule", choose the schedule.
• For "Event", choose one or more events: "A coin is added to inventory", "A coin is changed", "A purchase is recorded" or "A purchase is changed".
• For "Webhook", the Trigger step shows the URL to call.

Click "Save changes".

Add steps

The "Steps" list has four kinds of step. Select a step to add it, or drag it to the canvas.

• "Action" runs a task.
• "Condition" picks a path. The result must be true or false.
• "Delay" waits.
• "Trigger" starts the workflow.

Select an action step and choose the "Action". Some actions are:

• "Find coins", "Look up a coin", "Update a coin" and "Delete a coin".
• "Value coins", "Assess grades", "Write descriptions" and "Read a coin photo". These use AI credits.
• "List on a marketplace", "Reprice marketplace listings" and "Buy a shipping label".
• "Send an email", "Send a text", "Post to Slack" and "Notify the workspace".
• "HTTP request" and "Send a webhook".

"Send a text" uses 4 credits for each part of each text. When you choose an action that uses credits, the step shows how many.

Turn the workflow on

• "Activate" turns on a draft workflow. Its trigger then starts runs.
• "Pause" stops new runs. "Resume" turns the workflow on again. Events from the pause do not start runs.
• "Run now" runs an active or paused workflow one time. Steps can change coins, and steps that use AI use credits.

Check the runs

Click "Run history" to see each run and its status: "Pending", "Running", "Completed", "Failed", "Cancelled" or "Timed out". The Workflows list shows the last run, the number of runs and the credits used.

To copy a workflow, open its menu and click "Duplicate". To delete it, click "Delete". You cannot undo a delete.