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Find the workflows that need you, change their settings, and pause or delete the ones you no longer need.

List workflows

  1. Select Workflows in the sidebar. The list groups your team’s workflows by status, with your pinned workflows first.
  2. To find a workflow by name, type in Search workflows.
  3. To narrow the list, select the filter icon and pick Tags, User, Quality, Notification channel, Template, or Status.
To show the list without status groups, select the display options icon, then Don’t group.

Find workflows that need attention

A workflow needs your attention when Kadoa’s agent asked you a question or a preview is ready to review. Workflows with open support cases appear in the support group instead, even when they await your reply.
  1. Select Workflows in the sidebar.
  2. Open the Needs your attention group. Each workflow shows Reply needed when the agent asked a question, or Preview ready when a preview waits for review. It also shows how long it has been waiting.
  3. Select a workflow to reply to the agent or review the preview.
To show only these workflows, select the filter icon, then Status > Needs your attention. Pinned workflows stay in Pinned, even when they need attention. Workflows with open support cases appear under In support.
Then reply to the agent or review the preview.

Get a workflow

  1. Select Workflows in the sidebar, then select the workflow to open it.
  2. To copy its ID, open the three-dot menu in the header and select Copy workflow ID.

Update a workflow

Open the workflow, then:
  • To rename it, select its name in the header, enter the new name, and select Save.
  • To change how often it runs, select Frequency in the side rail. See Scheduling.
  • To change its fields, row limit, notifications, or tags, select Schema, Row limit, Notifications, or Tags in the side rail.
  • To change what it extracts or how it navigates, ask the agent. See Agent.
A workflow linked to a template takes its prompt, schema, data quality rules, notifications, frequency, and row limit from the template. Those settings are read-only on the workflow. In the dashboard, the side rail marks them Controlled by template. See Templates to link, unlink, or apply template updates.

Pause and resume a workflow

A paused workflow skips its scheduled runs until you resume it. Only ACTIVE workflows can be paused.
  1. Open the workflow.
  2. Open the three-dot menu in the header.
  3. Select Pause. For a paused workflow, select Resume.

View run history

Run history is the execution record for one workflow. It includes outcome, start and finish times, record counts, and public errors.
  1. Open the workflow.
  2. Select History in the side rail.
  3. Select Runs.

Delete a workflow

This permanently deletes the workflow and all its data.
  1. Open the workflow.
  2. Open the three-dot menu in the header and select Delete workflow.
  3. Select Delete to confirm.

Act on several workflows at once

This task exists in the dashboard only.
  1. Select Workflows in the sidebar.
  2. Hover over a workflow’s icon and select its checkbox. Repeat for each workflow, or Shift-click to select a range.
  3. In the bar that replaces search and filters, select Approve, Run, Stop, Pause, Resume, Pin, Tags, Copy IDs, or Delete.
If an action applies to only some of the selected workflows, its button shows the count, such as Pause (3). Hover over the button to see why Kadoa skips the others. Deleting asks you to confirm and cannot be undone.

Fetch data from every workflow

This task exists in the SDK and API only. To download data in the dashboard, see Export data. List the workflows, then fetch each one’s data: