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My Workflows
Save, manage, and run visual automation workflows from your personal library.
Overview
My Workflows is the personal library of all automation workflows you have saved from the Workflow Editor. Each saved workflow can be re-run, edited in the visual editor, exported as JSON for sharing, or deleted. You can also link workflows to PM projects so they are discoverable alongside the related tasks and notes.
Workflow Cards
Each workflow is displayed as a card (or row in list view) showing:
- Title — the workflow name you gave it when saving in the Workflow Editor.
- Node count — how many nodes the workflow contains. Gives a rough sense of pipeline complexity.
- Last modified date — when the workflow was last saved or edited.
- Linked project — if the workflow has been associated with a PM project, the project name appears as a tag. Unlinked workflows show no tag.
Switch between grid and list view using the view mode toggle in the filter bar.
Running a Workflow
Click Run on any workflow card to execute it immediately. The execution engine:
- Resolves the topological execution order of all connected nodes.
- Processes each node in sequence — output of upstream nodes flows as input to downstream nodes.
- Results are shown inline in the execution panel that expands below the card. Each node shows its status (running, done, error) and a preview of its output.
- If any node errors, downstream nodes that depend on it are skipped, and the error message is surfaced per-node.
Use the Workflow Editor for Development
My Workflows is for running and managing saved workflows. If you need to modify a workflow's nodes or connections, click Edit on the card to open it in the full Workflow Editor canvas. Save from the editor to update the workflow in your library.
Export & Import
Each workflow can be exported as a JSON file using the export icon on the card. The JSON file includes the full node and edge graph, all node configurations, and metadata. Share the JSON file with a colleague or import it into another TotalApp instance to reuse your pipeline designs.
To import a workflow, click Import in the top toolbar, select a previously-exported JSON file, and the workflow is added to your library immediately. The imported workflow receives a new unique ID to avoid collisions with existing workflows.
AI Assistant
The AI assistant for My Workflows understands your saved workflow graphs — it can read the node types, edge connections, and configuration of each workflow. Example prompts:
Linking to Projects
To associate a workflow with a PM project, click the Link to Project option in the workflow card's ... context menu. A picker shows all active projects. Select one to link the workflow. Once linked, the workflow appears in a related resources section when viewing that project in My Projects.
To remove a project link, open the context menu again and select Unlink from Project. The workflow remains in My Workflows — only the association is removed.
Frequently Asked Questions
... context menu only adds an association — the workflow stays in My Workflows exactly as before, and simply gains a project tag on its card plus a listing under that project's related resources in My Projects. Unlinking from the context menu removes the association without deleting or moving the workflow.