> ## Documentation Index > Fetch the complete documentation index at: https://docs.connie.ai/llms.txt > Use this file to discover all available pages before exploring further. # Automations > Find, create and organise your workflows and scheduled tasks, and pick the right kind of automation for the job. Automations are things Connie does for you without you being there: enriching a lead list overnight, replying to inbound email, posting a daily summary to Slack. The **Automations** page lists all your workflows and scheduled tasks in one place. **Where:** left sidebar → **Automations** · `https://connie.ai//automations` (see [Navigating Connie](/navigating-connie) for workspace IDs) ## Which kind of automation should I use? Connie has three kinds of automation. They suit different jobs. | | Workflow | Scheduled task | Agent | | - | - | - | - | | **What it is** | A step-by-step recipe you build on a canvas: a trigger, then actions in a fixed order. | A chat instruction that Connie re-runs on a timer and answers in the same chat. | An AI teammate with its own instructions, tools and triggers that decides what to do each time. | | **Best for** | Repeatable processes where every item gets the same treatment: enrich every row of a lead list, send a sequence, route inbound leads. | Recurring questions or reports: "Every Monday at 9:00, summarise last week's new deals." | Open-ended work that needs judgement: triage an inbox, research leads and decide next steps. | | **Where it lives** | **Automations** → **Workflows** tab | **Automations** → **Scheduled tasks** tab, and in its chat | Its own Agents page (not listed on Automations) | | **Learn more** | [Build a workflow](/automations/workflows/build) | [Scheduled tasks](/automations/scheduled-tasks) | [Agents](/automations/agents) | Not sure? Type what you want into the **What do you want to build?** box at the top of the Automations page and click **Create**. Connie opens a chat and builds a workflow or a scheduled task for you. ## The Automations page * **Header:** **Automations** with a count, for example "Automations (12)", a **Templates** button and a **New** button. * **What do you want to build?:** a prompt box with a **Create** button. It sends your text to Connie in a new chat. If you leave it empty, Connie starts with "Help me build an automation." * **Tabs:** **All**, **Workflows**, **Scheduled tasks**. * **Search** box and a **Filters** button with **All statuses**, **Active**, **Paused**, **Idle**, **Error** and **Clear filters**. While a filter is on, the button reads "Filters · Active" (or whichever status you picked). * **Columns:** **Name · Trigger · Runs · Status · Last run · Created by**. * **Load more workflows** at the bottom loads the next page. Filters and search are kept in the page address, so you can bookmark or share a filtered view. ### What the columns mean * **Trigger:** what starts the automation. Examples: **Manually**, **Schedule**, **Each item in Records** (a workflow that runs every row of a list), **Record Created**, **Email Received**, **Custom Webhook**. **None** means no trigger has been chosen yet. A dash (—) means the details are still loading. For a scheduled task it shows the timing, such as "Every day at 09:00 · Europe/London". * **Runs:** how many times a workflow has run. Always "—" for scheduled tasks. * **Last run:** how long ago it last ran, or **Never run**. * **Created by:** the person who made it. A folder row shows a summary of what's inside it: the triggers used, the total runs, and either "N active" or **Draft** if nothing inside is live. ### Statuses | Status | Applies to | Meaning | | - | - | - | | **Active** (green) | Workflows, scheduled tasks | The automation is live. Its trigger is switched on and waiting. | | **Idle** (grey) | Workflows | The workflow is not live (in draft). It runs only when someone starts it by hand. | | **Running** (blue, spinning) | Workflows, scheduled tasks | A run is in progress right now. | | **Error** (red) | Workflows | The last run failed. Open the workflow's **Runs** tab to see why. | | **Draft** | Folders | Nothing in the folder is live. | | **Paused** (grey) | Scheduled tasks | Automatic runs are switched off. | | **Needs approval** (amber) | Scheduled tasks | A run is waiting for someone to approve an action. | "Idle" on the Automations page and "Draft" inside the workflow mean the same thing: the workflow is not live. The **Paused** filter only matches scheduled tasks. A paused workflow shows as **Idle**. ## Create a workflow The **Add workflow** window opens: "Choose how this flow should be triggered". | Card | Use it for | | - | - | | **Run every row of a list** | Doing the same thing for every row, e.g. enrich a lead list, monitor competitors. | | **Event** | Reacting when something happens, e.g. an email arrives, a record is added, a webhook is called. | | **Manually** | One-off jobs you start yourself, with a form for inputs. | | **Schedule** | Running on a timer, e.g. a daily Slack digest or an hourly check. | | **AI Agent** | A workflow with a Schedule trigger and an AI agent step already added. This creates a **workflow**, not a standalone [Agent](/automations/agents). | | **Outreach campaign** | A list-based workflow for messaging a list of leads (email, LinkedIn). | See [Triggers](/automations/workflows/triggers) for every option. The workflow opens in the builder. Add your steps on the **Build** tab. See [Build a workflow](/automations/workflows/build). You can also start from a ready-made template: click **Templates** and choose **Use a template**. See [Templates and sharing](/automations/templates-and-sharing). ## Organise your automations ### Folders 1. Click **New** → **New folder**, type a **Folder name**, and click **Create**. 2. Move a workflow into it: open the row's **⋯** menu → **Move to folder**, or drag the row onto the folder. 3. To move something back to the top level, drag it onto the **Automations** breadcrumb, or choose **Remove from** *(folder name)* in the **⋯** menu. Folders aren't shown on the **Scheduled tasks** tab. ### The row ⋯ menu (workflows) * **Run once:** start one run now. * **Set live** / **Pause:** switch the trigger on or off. See [Test and run](/automations/workflows/test-and-run#set-a-workflow-live). * **Star** / **Unstar**. * **Move to folder**, or **Remove from** *(folder name)* when it's in a folder. * **Rename**. * **Duplicate:** to this workspace, a folder, or another workspace. The copy is named "(Copy)" and starts in draft. * **Share:** choose who can view or edit. See [Templates and sharing](/automations/templates-and-sharing). * **Delete**. **Run once** and **Set live** / **Pause** only appear if you can edit the workflow. ### Work on several at once Tick the boxes next to workflows (or the header checkbox to select all). A bar appears with **Set live**, **Pause**, **Move**, **Delete** and **Clear**. Scheduled tasks can't be bulk-selected. ## Good to know * **Who can create:** everyone in the workspace except guests. Guests can't create, move or delete automations, and the **New** button is greyed out for them. * **The Scheduled tasks tab shows only your own** scheduled tasks. * **Agents are not listed on this page.** See [Agents](/automations/agents) for how to find them. * **Deleting a workflow stops any runs in progress and cannot be undone.** There is no restore. If a Records list depends on the workflow, the delete window names it, and deleting the workflow deletes that list too. * **Duplicates start in draft.** A duplicated workflow doesn't run until you set it live. Records aren't copied, and a Custom Webhook trigger gets a new URL. * **Credits:** workflows spend credits per paid step, per row. See [Test and run](/automations/workflows/test-and-run#credits) and [Credits](/billing/credits). ## Troubleshooting **Why:** You're a guest in this workspace, or you're inside a folder that has been deleted. **Fix:** Go back to **Automations**. If you're a guest, ask a workspace admin to change your role. See [Members and roles](/workspace/members-and-roles). **Why:** The **AI Agent** card creates a workflow with a Schedule trigger and an AI agent step. **Fix:** That's expected. Set up the agent step and the schedule in the builder. For a standalone agent, see [Agents](/automations/agents). **Why:** Agents have their own page and aren't listed in Automations. **Fix:** See [Agents](/automations/agents). **Why:** The workflow has no trigger yet. **Fix:** Open it and click the trigger card at the top of the **Build** tab. See [Triggers](/automations/workflows/triggers). **Why:** The list didn't load completely. **Fix:** Click **Try again**. If it keeps happening, contact [support](/help/contact-support). **Why:** A run is still in progress, or a run got stuck. A run still shown as running after 24 hours is treated as stuck and the spinner stops. **Fix:** Open the workflow and stop the run from the **Running** menu. See [Test and run](/automations/workflows/test-and-run#stop-a-run). **Why:** You're in a different workspace, or the workflow is shared with specific people only. **Fix:** Switch to the right workspace. On the access screen, click **Request access**. The owner gets an email. **Why:** Deleting a workflow is permanent. **Fix:** It can't be restored. Rebuild it, or start from a [template](/automations/templates-and-sharing). Before big changes, **Duplicate** a workflow to keep a copy. ## Related * [Build a workflow](/automations/workflows/build) — the canvas, steps and saving * [Triggers](/automations/workflows/triggers) — every way a workflow can start * [Variables](/automations/workflows/variables) — pass data from one step to the next * [Scheduled tasks](/automations/scheduled-tasks) — recurring chat instructions * [Agents](/automations/agents) — AI teammates with their own instructions * [Templates and sharing](/automations/templates-and-sharing) — start from a template, share a workflow This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.