Managing Your Workflows

The Workflows tab shows all your created workflows. For each one, you can see:

• Name
• Type
• Associated ad account
• Schedule (frequency and time)
• Status (active or inactive)
• How many times it has been executed

Available Actions

Each workflow has a set of actions:

• Toggle switch: Enables or disables scheduled execution without deleting the workflow
• Play icon: Triggers an immediate manual run (only for enabled workflows)
• Pencil icon: Opens the configuration modal for editing
• Trash icon: Deletes the workflow entirely

You can also select multiple workflows using the checkboxes and delete them in bulk.

Manual Execution

When you click the Run button on an enabled workflow, a confirmation modal appears asking if you want to execute it immediately.

Confirming this triggers the workflow right away and creates a new conversation with the results. This is useful when you need ad-hoc analysis outside the regular schedule.