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Workflows Tab

The Workflows tab is the default dashboard view. It shows your workflow list, folder structure, and lets you create, edit, and organize workflows.

The Workflows tab is the default dashboard view. It shows your workflow list, folder structure, and lets you create, edit, and organize workflows.

Start a Chat

Above the workflow list there is a chat box that greets you by name and asks what you want to automate. Type a prompt, optionally attach one file, and pick the credential and model you want. Both dropdowns are searchable and start on your AI defaults.

Sending creates a new conversation and opens it in the Chat tab, where the reply streams in. Supported attachments are text files, images, and PDFs, one per message, same as the chat composer.

If you have no LLM credential yet, the box shows a link to the Credentials tab and sending stays disabled.

Click the x to hide the box. An Ask AI button then appears next to the Workflows heading and brings it back. The choice is remembered in your browser.

Workflow List

  • View all workflows in a card grid or list
  • Workflows can be in the root or inside folders
  • Click a workflow to open it in the editor
  • Use Ctrl+click (or Cmd+click) to open in a new tab
  • Pin frequently used workflows in the Quick Drawer so you can run them quickly from the Workflows tab and other internal pages

Active Workflows

On desktop, the circular badge in the top toolbar shows how many workflows are currently running and refreshes automatically every 10 seconds. Click a non-zero badge to open the active workflow list, which shows up to four rows before scrolling. Select a workflow name to attach the editor to that run's live view. The zero badge is informational and cannot be opened, and the badge is hidden on mobile screens.

Use the workflow search field beside New Folder, or press Ctrl+F (or Cmd+F), to filter workflows by title or description. Matching workflows inside folders are shown with their folder branches expanded. Press Escape to clear the search.

Folders

  • Organize workflows into folders and sub-folders
  • Create folders with the New Folder button
  • Drag a workflow over a folder or sub-folder to see a card-sized destination preview. The highlighted preview shows the full folder path before you drop, and hovering a collapsed folder briefly expands it so you can reach nested folders.
  • Drag workflows between folders or to the root. The dragged card stays visible as a ghost, and the active destination remains highlighted while you scroll.
  • Dropping a workflow back into its current folder is disabled and marked Already in Folder.
  • Rename folders from the context menu

Creating Workflows

  1. Click New Workflow
  2. Enter a name and optional description
  3. The workflow opens in the editor

Import

Drag and drop a JSON workflow file onto the workflow area to create a new workflow. The imported nodes and edges are used to create the workflow; the name comes from the name field in the JSON or the filename. See Download & Import for the JSON format and import options.

Sharing

Open a workflow in the editor and click Share to invite users by email or share with a team. Shared collaborators can view, edit, and run the workflow. Credentials and sub-workflows are not shared automatically; share those separately with the same users or teams. See Workflow Organization and Credentials Sharing.

Editing and Deleting

  • Edit – Change workflow name and description from the card menu
  • Delete – Workflows are scheduled for deletion; they move to a trash area before permanent removal

Concurrent Edits

Saving sends the revision your edits are based on, and the server rejects the write if the workflow changed in the meantime — for example because a teammate saved it, or you left the same workflow open in a second tab. Heym then shows a Stale Workflow Detected dialog with two choices:

  • Cancel – Keeps your unsaved changes in the editor so you can reload in another tab and reconcile them
  • Override – Saves anyway, replacing the other person's version

Running a workflow saves it first, so it goes through the same check. If the workflow changed underneath you, the run pauses on the dialog rather than overwriting silently: Override and Run saves your version and starts the run, Cancel Run abandons both and leaves your edits untouched.

The check is part of the save request itself, so it costs no extra round trip and there is no window in which a save could slip past it. Your own changes from elsewhere in the app — a rename, a settings change, a properties-panel toggle — never count as a conflict.

Command Palette

Press Ctrl+K (or Cmd+K) to open the command palette. You can:

  • Search workflows by name
  • Jump to any dashboard tab
  • Open recent workflows