When you log in to Sheetgo the first page that you will see is the workspace, which is your home inside the Sheetgo app. It's here where you will find and be able to create a new workflow, organize it inside folders, search for a specific workflow, filter it, and sort it by different options. From inside the workspace, you can also check your transfer usage, edit your workflow information, set up execution settings, duplicate, move to a folder, and archive a workflow.

Let's go through the tools that you can find on this page.

The first thing you can do in your workspace is create a new workflow. To do it go to the + New button at the top of the appbar, on the left side.

When you click you get a sub-menu with different ways to start creating your new workflow:

Blank workflow: On this option, you can start a new workflow from zero by choosing to either start with an automation, a form, or a dashboard.
​Integrations: If you want to automate a process but are not sure where to start, this option lets you search for an automation that fits your needs, or use the menu to filter the integrations to find one that fits your needs.
​Templates: If you are looking for a pre-build solution, the template is where you should start. This option will take you to the template page, where you can search for an existing solution built by the Sheetgo team that best suits your needs.

Righ below the + New you have the My workspace icon, that takes you back to your workspace. If you click on the arrow next to the home you get a list of the workflows that were used most recently.

At the bottom of the appbar you have the transfer usage section. You can track how many transfers you have already used and when is your renewal date.

If you have a lot of workflows and folders you can use the search bar at the top of the workspace to find the exact workflow you might need. This tool will search all the workflows inside your workspace even those inside a folder.
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After you have created your workflows you can organize them inside folders. To do this just click on the folder icon at the top right side of the workspace.

After clicking you will be able to give a name to this new folder, when you are ready click on Create and your new folder is ready for use.

Next to the New folder tool, is the Filter option. You can use this option to filter and show on your workspace only specific types of workflows, you can filter the workflows by ownership, shared access, and categories.

Next to Filter you have the Sort by option. .

This tool lets you organize your workflows and folders from the most recently updated, recently added, alphabetically or in a custom order.

Aside from managing your workflows and folders, you can also manage the settings of specific workflows. When you are hovering over a workflow box you will see three dots, which are the Open Settings button.

After you click on it a new menu will appear with five different actions:

Edit information: At this option, you can rename your workflow, add a description and specify a category for the workflow. This feature is useful if you have different workflows from different areas, by specifying the category you can easily see which area the workflow belongs to.

Execution Settings: When this option is turned on the workflow will pause if it finds an error with any of the automations inside of it.

Duplicate: This will copy all the spreadsheets and automations inside the workflow.

Move to a Folder: This will move the workflow to inside one of your existing folders or you can create a new folder to send the workflow to.

Archive/Leave workflow: The final option inside the Open Settings menu is the archive/leave option. This will archive a workflow that you might not be using anymore. If you are not the owner of the workflow you will see an option to leave the workflow instead.