On your Sheetgo account, you can have many different workflows, that will all be located in your workspace. We advise that when building your workflow it should follow a logical narrative, meaning that in the same workflow, you will input all the steps that your data needs to fulfill its process, be it consolidating different sets of information or sending a piece of specific information via email.

When you open any of your workflows you will find the Workflow canvas. From this section, you can view how the workflow is set up, the files that are connected to it, how they relate to each other, and the forms or dashboards that are associated with this particular workflow.

At the top of the Workflow canvas, you can find the tabs for each viewing option of your workflow.

Workflow view: This tab shows how all the data of your workflow is connected. Which automations are linked to which files, where the forms are located, and from which spreadsheet is a file or PDF generated, you can see all the relations in this view mode.

Dashboard tab: In this tab, you can see your dashboard, publish, and export if needed.

File tab: You can customize your tabs bar by pinning your spreadsheets or specific forms directly at this menu. To pin a spreadsheet, click on the three dots (⋮) icon and click on Pin tab.

On the right side of the Workflow canvas, you can find the workflow sidebar where you have easy access to the Automations, Files, Forms, Notes, and Triggers from your workflow. When you click on each of these icons a new window will appear to the right showing the menu for each one.

The Automations panel lists the automations in your workflow. Select Run all at the top to run them in workflow order, or use an automation's ⋮ menu to select Run, Summary, Edit, Rename, Duplicate, Move, or Delete. You can reorder automations to change their execution order. Under Execution settings, you can turn on Stop execution upon error. Select Triggers at the top to manage automatic runs. Each automation has a thin bar in the color of the trigger that runs it. A hollow marker means no trigger runs that automation; it runs only with Run all.

The files icon grants access to all files linked to your workflow. From here, you can open, rename, or delve into the details to manage access permissions. Additionally, you can assign a manager, facilitating clear communication channels for any queries regarding the data within a specific file.

You can access all the forms inside your workflow from the forms menu and create new ones. You can also pin them to the tabs bar, open their destination, publish, or edit their settings.

The notes is a powerful way to share the inner workings of your workflow with other people who have access to it.

Triggers run your workflow automatically on a schedule or when an event occurs. The options are Based on a schedule, On form submission, On workflow run, On webhook event, and On file or folder change (Preview). You can add up to 10 triggers per workflow, each running its own automations. The sidebar's Triggers icon shows which triggers are active. For details, see What are automation triggers? and Use more than one trigger in a workflow.

You can use the + button to add new automations and forms to your workflow, allowing you to streamline tasks and improve efficiency. It also allows you to add new data to your dashboard, ensuring your information is always up-to-date and readily accessible. Furthermore, the + button provides the capability to edit workflow notes, helping you keep detailed records and make necessary adjustments to your processes.

Think of your workflow as a playground where you get to design the game plan for streamlining your day-to-day tasks. There's no one-size-fits-all approach here – you've got options! Dive into the toolbox, let Sheetgo do the heavy lifting, and focus on what really matters.