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Folders let you group related automations together, making it easier to find and manage them as your workspace grows.

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Creating Folders

  1. On the Automations page, click the green New button and choose New folder
  2. Enter a name for your folder (e.g., “Client Invoices”, “HR Documents”, “Marketing”)
  3. 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.

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Moving Automations to Folders

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Drag and drop

Drag an automation row onto a folder row to move it into that folder.

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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.

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Managing Folders

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Renaming

Hover over a folder row, click the ⋮ (Folder actions) menu, and select Rename.

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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.

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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
Last modified on July 29, 2026