Navigating the Dashboard

Signing in puts you in a workspace, on its dashboard. Everything else is one click away in the sidebar down the left.

On a brand-new workspace the dashboard opens with a box to describe the workflow you want, alongside templates to browse and a short tour. Once your automations have run a few times, that gives way to the panel below: what ran, what needs attention, and what is live.

The sidebar

The sidebar down the left holds everything in the workspace. Your workspace name sits at the top; clicking it switches to another.

Item	What it holds
Dashboard	Runs over the last few days, how many workflows are live, and what ran recently.
Automations	Your workflows, as cards or a list. Each shows its run count and whether it is Draft or Live. At the top, “What would you like to automate today?” takes a plain-language sentence and drafts the workflow for you, often the fastest way to start.
Marketplace	The public template gallery.
Activity	Alerts needing attention and every run in the workspace, with a count on the item when alerts are waiting. See Activity.
Connections	The apps this workspace has connected, and the full library you can connect.

Below those, three groups that fold away:

Group	What is in it
Team Assets	Deployment, every workflow you have published and where it is live; Files your workflows read at run time; and Variables: team variables and secrets, sharing one table. See Secrets and Variables.
Support	This documentation, video tutorials, and a way to send feedback.
Community	The forum and the Discord server.

The header

Two things live along the top:

Open workflows: tabs for the workflows you have open, so you can move between them without going back to the list.
Your name, top right, which opens your account settings.

Clicking your workspace name at the top of the sidebar opens a short menu.

Item	What it does
Manage team	Invite people, set roles, and see who is in the workspace. See Team Management.
Billing & Usage	Usage and pricing for every workspace role; financial details and billing management for Admins. See Billing & Usage.
Other teams	Every workspace you belong to, and Create new to start another.

Finding your way around

Task	Where to go
Create a workflow	Workflow on the dashboard, or Create new under Automations
Import from n8n or Make	Import JSON under Automations
Group workflows together	Create new → New Folder under Automations
Find a deleted workflow	Filter → Archive under Automations
Connect an app	Connections
Store an API key	Team Assets → Variables
Upload a file a flow uses	Team Assets → Files
See what you have published	Team Assets → Deployment
See what needs attention	Activity
Export a list of runs	Activity → Download CSV
Invite a teammate	Invite on the dashboard, or workspace menu → Manage team
Check credit usage	Workspace menu → Billing & Usage → Usage
Switch workspace	The workspace name at the top of the sidebar
Browse templates	Marketplace
Change your password	Your name, top right

Keeping the list manageable

Folders

Group workflows under Automations:

Click Create new → New Folder, choose a name, and select a color.
Drag workflow cards onto the folder to move them in.
Open any folder and create nested folders as needed.

Note: Folders organize your view; they do not change workspace permissions.

What’s Next?

Set up who can do what in Setting Up Your Team.
Build something with the step-by-step tutorials.