Manage workflows
Learn how to manage workflows.
Workflows allow you to build out powerful and flexible automated processes within Attio. While Getting started with workflows provides an overview of workflows, here you will find an in-depth guide to managing your workflows.
Manage access to workflows
Workflow access determines what members can see and do with your workflow.
Who can manage access to workflows?
Only workspace admins and list members with Full access to the workflow can manage workflow access. If you are not an admin and do not have Full access, you will not be able to change these settings. You can still view who has Full access or check your list of admins and contact them if updates are needed.
The options you have for customizing access will depend on your Attio plan. Managing workflow access is not available on the Free plan. Learn more about Attio's plans.
Set workspace, team, and member access to a workflow
Follow these steps to configure workflow access permissions:
Open the workflow and click Share.
To set a workspace-wide default, use the dropdown next to Workspace access.
Workspace access is the default and applies to all members, unless a team or member setting specifies otherwise.
3. To set team or individual member access (available on Pro and Enterprise plans), add teams or members and choose their access from the dropdown next to the name, then click Add.
Team access takes priority over workspace access. If the two conflict, the team setting applies.
Member access takes priority over both workspace and team access. If there’s a conflict, the member setting applies.
Workflow access levels explained
These are the access levels for workflows:
Full access members can modify access, edit, and publish workflows.
Read and write members can edit and publish workflows.
Read only members can only view workflows.
No access means the workflow is not visible.
How workflow access levels interact
When workspace, team, and member access settings differ, the following rules apply:
Workspace access is the default and applies to all members, unless a team or member setting specifies otherwise.
Team access takes priority over workspace access. If the two conflict, the team setting applies.
Member access takes priority over both workspace and team access. If there’s a conflict, the member setting applies.
As a best practice, set the workspace access level that fits the majority of members, then add team and member settings for exceptions.
Note: Before February 2026, Attio defaulted to the more permissive access setting when workspace and member permissions conflicted. This sometimes made it difficult to intentionally restrict access.
Now, member-level settings always take priority over workspace defaults. During the update, existing permissions were automatically adjusted to preserve members’ current access, so no one lost or gained access unexpectedly.
View workflows
You can view workflows in your workspace by navigating to Automations, then Workflows from the sidebar. Click the search icon in the upper-right to search by name for a specific workflow.
Sort and filter workflows
Filter and sort settings are unique to you, so changes you make will not affect your team members' views. To customize the sort, click Sorted by and choose one of the following options:
Creation date
Last published
Number of runs
Name
You can also select Filter and set conditions and a user to show workflows created by or not created by a specific user.
View settings
Under View settings, you can Group by any of the following options:
Creation date
Status
Last published
Creator
Trigger
Click View settings and select the toggle next to Show favorites to enable or disable a view of all workflows that have been added to your favorites at the top of the page. Click the star icon to the right of a workflow to add it to your favorites. Adding it to your favorites will cause it to show at the top of the Workflows page under Favorites, and in your sidebar under Favorites. From View settings, you can also click the toggle next to Show archived to enable or disable archived workflows from showing in your view.
Archive, restore, and delete workflows
If you created a workflow, have Full access to a workflow, or Read and write access you can archive, restore, and delete the workflow.
Archive a workflow by clicking the ⋮ icon to the right of the workflow on the Workflows page. Archiving a workflow also pauses the workflow.
To restore a previously archived workflow, first go to View settings and ensure Show archived is toggled on so you can see the archived workflows. Then find the workflow you want to restore, click the ⋮ icon to the right of it, and click Restore workflow. Restoring a workflow will not automatically set the workflow live again. It will remain paused until you publish it.
Delete a workflow by clicking the ⋮ icon to the right of the workflow, and click Delete workflow. Confirm that you want to delete the workflow. This will immediately cancel all ongoing runs and cannot be undone. Workflows that have been run cannot be deleted; they can only be archived.
Admin settings for workflows
All admins can see all workflows that exist in Workspace settings. In addition to managing access to workflows, admins can also pause, archive and duplicate workflows.
There are a few places admins can access workflow settings:
When viewing a workflow, click the ⋮ icon in the top right corner of the workflow, and select Workflow settings from the dropdown.
From the Workflows page, click the ⋮ icon to the right of any workflow and select Workflow settings.
Or, navigate from Workspace settings by clicking your workspace name in the upper-left corner of your workspace, then navigate to Workspace settings, then scroll down and select Workflows on the left-hand side, and select the workflow.
On the Permissions tab you can manage access to the workflow for your workspace and for individual members.
Manage workflow credits quota and notifications
By navigating to a workflow and opening the Settings tab, you can set a quota for the workflow and manage notifications about failed workflow runs.
A workflow run will stop if the maximum credits quota is reached. The default quota is 50 credits used per run, but you can customize this number.
Here you can also disable or enable email notifications for the workflow. By default, you will be notified via email about failed workflow runs for workflows you create. You'll receive at most one email notification per day for each unique reason a run has failed for the workflow. Click the toggle to enable or disable email notifications for the workflow.
Manage workspace credit usage
Admins can navigate to the Billing page of Workspace settings to view workspace credit usage. See our Manage workspace and seat credits guide for more information about how billing works for workflows, and how to manage your credits effectively.