Skip to main content

​
Accessing the Workflow Page

The workflow detail page is accessed when you click on a specific workflow from the Workflows list. The URL follows the pattern: 
/dashboard/[orgId]/workflows/[workflowId]

​
Workflow Page Overview

The workflow detail page displays comprehensive information about a single workflow. [SCREENSHOT PLACEHOLDER: Workflow detail page showing workflow name, items, and actions]

​
Page Components

​
Workflow Header

Displays:
  • Workflow name
  • Description
  • Creation date and author (if available)
  • Edit and delete buttons

​
Workflow Items List

Shows all checklist items in the workflow:
  • Item text/question
  • Categories and tags
  • Order or sequence
  • Edit/delete actions for each item

​
Actions Section

Buttons and controls for:
  • Run Workflow - Execute this workflow on documents
  • Edit Workflow - Modify name, description
  • Add Item - Create new checklist items
  • Delete Workflow - Remove the entire workflow

​
Execution History

View past executions of this workflow:
  • Date and time of execution
  • Project and documents reviewed
  • Link to results
  • Execution status

​
Managing Workflow Items

From the workflow page, you can:

​
Add Items

  1. Click “Add Item” or “Create Checklist Item”
  2. Enter the review question
  3. Assign category and tags
  4. Save the new item

​
Edit Items

  1. Click the edit button on an item
  2. Modify the question, category, or tags
  3. Save changes

​
Delete Items

  1. Click the delete button on an item
  2. Confirm deletion
  3. The item is removed from the workflow

​
Reorder Items

If supported, you can drag and drop items to reorder them logically. [SCREENSHOT PLACEHOLDER: Workflow items with edit/delete buttons]

​
Editing Workflow Details

Click “Edit Workflow” to modify:
  • Workflow name
  • Workflow description
  • Other metadata or settings
Changes apply to future executions but don’t affect past results.

​
Running from the Workflow Page

Click “Run Workflow” to:
  1. Open the execution modal
  2. Select a project
  3. Choose documents
  4. Start the AI review
This is a convenient way to execute a workflow when you’re already viewing its details.

​
Viewing Execution History

The execution history section shows:
  • All past runs of this workflow
  • When each execution occurred
  • Which project and documents were reviewed
  • Links to view the results
This helps you:
  • Track review history
  • Compare results over time
  • Access previous findings
[SCREENSHOT PLACEHOLDER: Workflow execution history list]

​
Deleting a Workflow

Deleting a workflow removes the workflow and all its items. Past execution results are typically preserved but may lose their association with the workflow.
To delete:
  1. Click “Delete Workflow” or similar button
  2. Confirm you want to permanently delete
  3. The workflow is removed from your list

​
Workflow Page Best Practices

Keep Items Updated - Regularly review and refine workflow items based on results.
Document Changes - Update the workflow description when you make significant changes.
Review History - Check execution history to understand how the workflow has been used.
Test After Edits - Run the workflow on a small document set after making major changes.
Use breadcrumbs or the back button to return to the workflows list. The sidebar remains accessible for navigating to other sections (Projects, Data, Results). Bookmark or share the workflow page URL to access specific workflows directly.

​
Next Steps

Workflow Items

Learn more about creating effective checklist items

Run Workflows

Execute your workflow on documents

View Results

Analyze findings from workflow executions