Folders let you group related automations together, making it easier to find and manage them as your workspace grows.
Creating Folders
- On the Automations page, click the green New button and choose New folder
- Enter a name for your folder (e.g., “Client Invoices”, “HR Documents”, “Marketing”)
- The folder appears as a row in the automations table, with a count of the automations inside
Double-click a folder row to open it and see its automations.
Moving Automations to Folders
Drag and drop
Drag an automation row onto a folder row to move it into that folder.
Using the selection bar
Click one or more automations to select them (shift-click selects a range), then click Move in the selection bar and pick the target folder. When you are inside a folder, the same Move dialog offers All automations to move the selection back to the top level.
Managing Folders
Renaming
Hover over a folder row, click the ⋮ (Folder actions) menu, and select Rename.
Deleting
Hover over a folder row, click the ⋮ (Folder actions) menu, and select Delete folder. When you delete a folder, the automations inside it are not deleted. They are moved back to the top level.
Deleting a folder cannot be undone, but your automations are preserved.
Tips
- Use folders to separate automations by client, department, or document type
- Each folder row shows a count of the automations inside
- Each automation can only belong to one folder at a time
- Automations without a folder appear at the top level of the automations table
