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Workflows

Workflow Management

Create, customize, and organize workflows for your team and organizational needs.

Overview

Workflow Management enables you to create custom automation sequences, modify existing templates, and organize workflows for your team and organizational requirements with role-based permissions.

Features

Workflow Management

Creation & Editing

  • Template modification starting with existing workflows for customization
  • Custom workflow creation building automation sequences from scratch
  • Workflow editor with parameter variables and conditional logic
  • Tool integration specifying required tools and data sources

Organization & Structure

  • Folder system for creating custom categories and departments
  • Drag-and-drop organization for reordering workflows and folders
  • Hierarchical structure maintaining parent-child folder relationships
  • Custom icons and visual identification for workflow categories

Permission Management

  • Role-based access controlling who can view, use, or modify workflows
  • User group permissions for team and departmental workflow access
  • Private workflows for individual user customization
  • Organizational workflows shared across the entire organization

Workflow Configuration

  • Metadata customization including titles, descriptions, and complexity indicators
  • Template editing for modifying existing workflows or creating new ones

Import/Export Features (Admin Only)

  • Workflow export for backing up individual workflows or entire folder structures
  • Bulk import for importing workflow collections from external sources
  • Library management for deploying organization-wide workflow templates
  • Template sharing between different agao instances or organizations