The Automation Library
One workspace where workflows, agents, and triggers all live together.
The Automation Library is the unified workspace at /automation/... for everything automation-related: workflows, agents, triggers, and the Process Map that visualizes how they connect.
Sections
/automation/workflows— Workflow library, list view with folder sidebar, tag filter chips, search, and tabs for Custom, Customized System, Suggested, and Tools. Tab state syncs to the URL (?tab=) so selections are bookmarkable./automation/agents— Agent library, with the same tag/folder organization model.- Triggers — managed at the top-level Automation Library workspace (since triggers are standalone, many-to-many with workflows).
- Recommended Automations — the old workflow-library Explore experience. All recommended system workflows shown as installable cards grouped by category tags. One-click Add Automation copies the workflow into your org and opens the editor; if the workflow has linked default trigger templates, the install modal lets you review and edit them before they're copied in the same transaction.
- Process Map — interactive canvas covering the entire automation graph: triggers on the left, connected workflows in the middle, nested workflows/agents as branches on the right. Clicking a trigger or workflow focuses its downstream subgraph (unrelated nodes dim). Health indicators surface on workflow nodes — broken variables, deprecated models. The toolbar offers quick-create for triggers, workflows, and agents.
Folders and tags
Workflows, agents, and triggers all support tags and folder tags (any tag of the form folder:<name>). The folder sidebar uses these to give you a virtual filesystem-like view of your automation. The same folder: tag pattern means a single use case can group its triggers, workflows, and agents under the same folder.
Batch History
The sidebar exposes Batch History — a single place to see every active and recent batch run with filter controls (workflow, record type, status, triggered-by user, date range), per-batch progress, and View / Rerun failed actions. It's the most common way to track bulk workflow runs without losing the previous "just-enqueued" pill in the sidebar.
Migrate Deprecated Models
Deprecated AI models stay runnable until admins explicitly migrate stored workflow, field-task, and agent configurations to supported replacements. The migration page scans stored configs by provider and model name, defaults the target to the configured replacement when available, previews affected workflows / field tasks / agents, and rewrites only selected references. Runtime execution does not silently remap deprecated models.
Genie inside the Automation Library
The unified workspace exposes a code-defined Workflow Builder Genie. It can:
- Open new workflows, triggers, and agents in tabs as it creates them.
- Apply narrow patch operations against the workflow JSON instead of rewriting the whole thing.
- Search for reusable subworkflows when you're configuring a Nested Workflow or For Each task.
- Reuse existing prompt/schema utility workflows.
See Workflows for the full feature set.