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Flows

Every automation you build in FlowRunner™ is a flow. This page is about managing the flows themselves - creating them, keeping versions of them, moving them in and out as files, and removing them. Building what a flow does happens in the Flow Editor; running and watching flows is covered under Run & Monitor.

Your flows are listed in the left navigation under Automate → Flows. Each one is a row that opens the flow in the editor, and each row has a ⋯ menu holding the actions that apply to the whole flow. That list is shown under Renaming and deleting a flow below.

Creating a flow

The + beside the Flows heading opens the Create a New Flow dialog. Give the flow a Name, optionally add a Description, and click CREATE to open it in the editor. You can also start from a file: BROWSE... under Import a Flow Version picks an exported flow file, and the new flow is created from it.

The Create a New Flow dialog: a Name field, an Import a Flow Version file picker with a Browse button, an optional Description, and Cancel and Create buttons.

The description is worth writing

The description does more than label the flow for you. When the flow is attached to an AI Agent as a tool, the agent reads its description to learn what the flow does and when to call it. A vague description leaves the agent guessing; a clear one lets it use the flow correctly. See Flows as Agent Tools.

Renaming and deleting a flow

Each flow's ⋯ menu, on its row in the sidebar, carries the whole-flow actions:

  • Rename flow - change the flow's name.
  • Import version - add an exported version file into this flow as a new version.
  • Delete flow - remove the flow and all of its versions. This cannot be undone.

A flow's ⋯ menu open in the sidebar - Import version, Rename flow, and Delete flow - next to the list of flows.

Versions

A flow holds one or more versions. A version is a complete copy of the flow's design that you can edit, run, and schedule on its own. The version you are viewing is named in the breadcrumb at the top, and the selector beside it switches between them.

The flow breadcrumb with the version selector open, listing Version 1 and Version 2, next to the flow's toolbar.

Versions let you change a flow without disturbing the one already in use: you leave the running version alone, clone it, and work on the copy. The Version Admin tab is where you manage a version.

The Version Admin tab for a flow version, with sections for Flow Schedule, Clone Flow Version, Export Flow Version, and Delete Flow Version.

  • Clone Flow Version - CLONE makes a copy of the current version; the new version appears in the sidebar and in the version selector.
  • Delete Flow Version - DELETE FLOW VERSION removes the version you are viewing. This cannot be undone, so export a backup first (below). To remove the whole flow, use Delete flow on the flow's ⋯ menu.
  • Flow Schedule - CONFIGURE SCHEDULE sets when this version runs on its own; see Scheduling.

Moving and backing up flows

On the Version Admin tab, Start Export downloads the current version as a .json file - a portable copy you can keep as a backup or import again, into this workspace or another. You bring a file back in two ways: as a new flow, through Import a Flow Version in the Create a New Flow dialog; or as a new version of an existing flow, through Import version on that flow's ⋯ menu. Importing as a new flow in the same workspace is how you make a separate copy of a flow.

To move an entire workspace - every flow at once - to another FlowRunner installation, use Transfer Workspace on Workspace Settings instead.