Managing Your Workflows
Where your automations live, how to start one, and how to check every run.
CLEATUS Workflows automate the repetitive parts of capture and business development. A workflow can triage new matches, file documents, start proposals, and notify your team without manual work. This guide shows where your workflows live, how to start one, and how to check that each run did what you expected.
Or just ask CLEATUS
Build a workflow that emails me when a new recommendation over $1M matches my profile
Before you start:
Workflows are part of the DATA + AI + Automations plan and higher plans. See Plans and pricing.
Manage your workflows
Open Workflows
Open Workflows from Automation in the sidebar. The Workflows tab lists your automations. Live workflows are under Active, and draft and paused workflows are under Not live.
Create a workflow
Click New Workflow to automate a repetitive capture or business development task. See Creating a Workflow.
Read the trigger and status
Every workflow starts from a trigger, for example a new recommendation, a contract added to the pipeline, a document uploaded to a pursuit, a schedule, or a manual run. Then it runs the steps that you attach to it. The Trigger column shows what starts each workflow. The Status column shows Live, Paused, or Draft.
Watch every run
Open the Runs tab to see every run of every workflow, with its status, duration, and start time. Click Filter to show only Completed, Failed, Running, or Pending runs.
Change a workflow
Open the menu on a workflow row to View details, Rename, Duplicate, Pause or Resume, or Delete it. A paused workflow does not run until you resume it.
To edit the steps, open the workflow. The Ask CLEATUS panel opens beside the canvas, so you can ask the agent for a change in plain English. Click Save to keep your manual edits.
Check a run in detail
Open a workflow and click the Runs tab in the editor. The canvas shows the status and duration of each step in the run. The Overview box counts completed, failed, and in-progress runs, and shows the average runtime. If a run fails, the panel shows the error message.
Click a step to see its status, its runtime, and its Inputs and Outputs. A step that did not run shows "This block was not executed".
Not sure why a run did not do what you expected? Open the workflow and ask the agent, for example "why did the last run skip everything?"
Restore an earlier version
CLEATUS keeps an edit history for each workflow. It records an entry when you click Save, when the agent edits the workflow, and when you restore an entry. It keeps the 50 most recent entries.
- In the editor, click History. The button shows after the workflow has its first entry.
- Click an entry, then click See What Changed to see the steps and connections that the change added or removed.
- Click Restore to put the workflow back to how it was before that change. The restore is also an entry, so you can undo it.
Run a workflow from a pursuit
You can start a manual workflow without leaving a pursuit:
- Open the pursuit and click Run Workflow.
- Select a workflow from the Manual Workflows list. Only live workflows can run. Draft and paused workflows are greyed out.
- Click View run in the confirmation to follow the run in a new tab.
The pursuit's contract details go to the workflow automatically. For more pipeline automations, see Automating Your Pipeline.
Tip:
Start with a simple "notify me when X matches" workflow. Add steps after you see it work.
Related guides
- Workflows
- Creating a Workflow
- Starting from a Template
- Saving a Search and Creating Alerts
- Reviewing Your Recommendations