Onboarding & configuration
Create workflow (60‑second wizard)
Template → sample input → outcome → preview → test/publish. Everything else lives under Advanced.
Org: -
User: -
Wizard
Complete the essentials in under a minute.
Draft not loaded
We’ll auto-generate a config preview, show what’s missing, and create a draft version.
Start by choosing a template.
Workflow steps
Define intake, parser, RPA, and notifications with explicit inputs/outputs.
No workflow steps defined yet.
Required values
Only fill what’s missing. Credentials live in Settings.
Generate a preview to see missing values.
Preview
This YAML is what gets versioned and published.
Generate a preview to see the checklist.
Email parsers
Create or update a parser
Save extraction prompts for Gmail/Microsoft 365 ingestion.
Parser editor
Ready.
Available parsers
Click to use in Email ingest + Builder.
Loading parsers…
RPA gallery
Available workflows
Configure credentials in Settings, then run via Monitor or API.
Org: -
Role: Viewer
Loading workflow catalog...
Credentials vault
Site settings
Configure credentials and defaults used for runs.
Loading...
Not saved yet.
These values override YAML/env when the automation starts.
Email ingestion
Fetch the latest Gmail or Microsoft 365 email and auto-parse it.
Parser: booking_initiation
Org: -
Gmail (IMAP)
Not connected
Microsoft 365 (Graph)
Not connected
Result
Parsed row + derived site
Waiting for ingestion...
Recent runs
Waiting to load runs.
| Ask | Shipment | Status | Run | Booking ref | Site | Steps | Started | Duration |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
Run details
Select a run to view steps and values.
Pick a run on the left to inspect its steps.
Runs Q&A
Ask in plain English
Failures, shipments, bookings, timelines — we’ll pull the relevant runs.
AI insights
Key signals
A short summary from recent run history.
Summary
Loading insights...
Top issues
Most common failure reasons
Tap to filter the monitor.
Loading runs…