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What is a Workbook

A workbook is a grouping of flows in one document. Similar to the way a Google Sheet is a grouping of sheets in one document.

Workbooks allow you to more easily keep related flows organized and also nest flows easily without needing to switch browser tabs.

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When to Use Workbooks

All flows are workbooks by default. You’ll notice in the bottom left corner of your screen that there is a tab present.

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How to Use Workbooks

The ‘tabs’ at the bottom of your screen represent subflows. Subflows are completely separate flows that can either live on their own and be ran independently or be used within other flows as a means of simplifying your creations.

Read more about why subflows are useful here.

Create new tabs by clicking the plus + icon in the bottom bar.

Right click on the subflow tabs to be able to duplicate, rename or delete subflows within a workbook.

You can convert flows into subflows with a couple clicks!

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Converting Nodes Into Subflows

Whenever you have a flow that’s getting too cumbersome you can break it up into subflows. Subflows are great for keeping things modular and understandable.

Highlight the group of nodes you want to exist as a subflow and click the make subflow button in the bottom bar!

Tip: You can highlight multiple nodes by holding Shift and drag selecting multiple nodes.

The nodes you selected to group will automatically be transported into a separate flow and the inputs/outputs will be autoadded.

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Viewing Run History

You can easily access the run history of your workbook directly from the canvas by clicking the “Previous Runs” icon in the top right corner.

Note that your workbook must be saved to track run history.

This opens the run log which shows:

  • Your current run (if one is in progress)
  • All previous runs of this workbook
  • Detailed execution information for each run
  • Success/failure status of each node

This feature is invaluable for debugging, auditing workflow executions, and understanding how your flows have performed over time.

Learn more about the run log and its features here.

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Sharing Workbooks

You can easily share your workbook with others by clicking the “Share” button in the top navigation bar.

When sharing, you can choose between:

  • Anyone with the link can view: Creates a view-only link anyone can access
  • Share with specific email: Grants access to individual users

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Canvas Navigation

You can navigate around the workbook canvas just like in Figma or Google Maps:

  • Zoom in/out: Use the scroll wheel or pinch gestures on trackpads
  • Pan: Click and drag on empty space to move around the canvas

This makes it easier to work with both simple and complex flows by adjusting your view as needed.

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Workbook Organization

Workbooks help organize your automation projects in several ways:

  1. Related Flows: Keep all flows related to a specific project or business process together
  2. Modular Design: Break complex automations into manageable subflows
  3. Testing Environment: Use different tabs to create test versions of your flows
  4. Version Control: Duplicate tabs to preserve working versions while making changes

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Triggering Workbooks

Any workbook can be set up to run automatically using triggers. This allows your workbooks to execute on a schedule or in response to external events.

To add a trigger to your workbook, click the “Add Trigger” button in the top navigation bar. You can configure various trigger types including:

  • Time-based triggers (hourly, daily, weekly)
  • Webhook triggers
  • Service-specific triggers (Gmail, Slack, etc.)

Learn more about triggers here.

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Moving Workbooks

You can move your workbooks to share them across workspaces. Similarly, you can duplicate workbooks to create a backup.

To move a workbook:

  1. Go to the Hub
  2. Click the three dots (⋮) next to the workbook name
  3. Select “Move to Workspace”

To Duplicate a workbook:

  1. Go to the Hub
  2. Click the three dots (⋮) next to the workbook name
  3. Click on Duplciate to create a copy of your workbook

This feature is particularly useful for sharing templates or standardized workflows within your organization.

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Best Practices

  1. Name Your Tabs: Give each tab a descriptive name that indicates its purpose
  2. Use Subflows Strategically: Create subflows for reusable components or complex operations
  3. Save Regularly: Make sure to save your workbook frequently to ensure run history is properly tracked
  4. Test in Isolation: Test subflows independently before integrating them into larger flows

With these practices, workbooks become powerful organizational tools that make complex automations manageable and maintainable.