The Workflow Dashboard

The Workflow Dashboard is your home base for automation — it's the page at *Workflows*

("WorkGuru Workflows / Monitor, manage, and improve the automations running your

business"). From here you can see what's running, how it's performing, and activate, edit,

pause or delete any workflow.

**Top-right buttons:** **Search the Library** (to install ready-made automations) and

**Add Workflow** (to build one from scratch).

## The numbers at the top

Four cards summarise activity over roughly the last week:

- **Active Workflows** — how many are live (with a note of how many need review).

- **Runs Today** — how many times your workflows fired today.

- **Tasks Created** — tasks/to-dos created automatically today.

- **Needs Review** — workflows that hit errors recently.

Below them are two panels:

- **Recommended next collection** — suggests a pack you haven't fully installed yet, with

  an **Install Pack** button. When you've installed everything, it changes to a prompt to

  browse the full Library.

- **Workflow Health** — a quick traffic-light breakdown: **Healthy**, **Needs Review**, and

  **Failed**, based on recent run results.

## Finding a workflow

- **Tabs:** **All**, **Active**, **Inactive** — handy for finding the drafts you've just

  imported.

- **Search:** by name, trigger, or category.

## Reading a workflow card

Each workflow in the list shows:

- A **status chip** — Healthy (green), Needs Review (amber) or Failed (red).

- A **source chip** — **Imported** (installed from the Library) or **Custom** (built by

  you).

- A **category chip** — the area it relates to (Lead, Quote, Project…).

- An **Inactive** chip if it isn't switched on.

- Its **name** and its **path** (trigger → first few actions).

- **Run stats** — runs Today, runs This week, and Last run.

- **Action buttons** — a **gear** to edit, and a **play/pause** toggle.

Click a card to load the **Workflow Insights** panel on the right, with its full path, run

stats, status, and a suggested improvement.

If nothing matches your filter you'll see: *"No workflows match. Install one from the

library or build your own."*

## Activating a draft

Newly imported automations are **drafts**. To switch one on:

1. Find it (the **Inactive** tab is the quickest route).

2. Click the **play** button on the card (or open it and use **Activate Workflow**).

3. Confirm when prompted.

**If anything required is still blank, activation is blocked** and WorkGuru tells you

exactly what's missing — for example *"…the action 'Send Quote Email' still needs 'To'.

Fill it in, then activate."* Open the workflow (the **gear** / Edit), fill in the flagged

field, and activate again.

> **Tip:** the clearest place to activate — and to see any "still needs…" message — is on

> the workflow's own **Edit** page, using the green **Activate Workflow** button.

Saving as a draft is always allowed; only going live is gated. 

## Editing, pausing and deleting

- **Edit** — click the **gear** on a card to open the workflow, where you can change its

  trigger, conditions and actions, then **Save Workflow**.

- **Pause / Deactivate** — click the **pause** button on an active workflow (or

  **Deactivate Workflow** on the edit page) and confirm. Deactivation is always allowed and

  takes effect immediately — the automation simply stops running until you reactivate it.

- **Delete** — open the workflow and use the red **Delete Workflow** button (with

  confirmation). Note: a workflow must be **deactivated first** — the Delete button only

  appears once a workflow is inactive. There's no delete button on the dashboard cards

  themselves, to prevent accidental removal.

## A good routine

- After installing from the Library, switch to the **Inactive** tab and work through your

  new drafts: open each, fill in the blanks, activate.

- Check **Needs Review** / **Failed** periodically — these flag workflows whose actions hit

  an error (for example an email that couldn't find a recipient).

- Use **Runs Today** and each card's run stats to confirm your automations are firing as

  expected.