Managing Workflows

Organize, clone, import, export, and delete workflows in the Skyvern Cloud UI, including folder management and template sharing across your organization.

Once you’ve built a workflow, the Workflows page is where you organize, share, and manage them. Each workflow is a reusable sequence of blocks that you can run with different inputs each time.

Click Workflows in the left sidebar to open it.

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The workflows table

The table lists all workflows in your organization with the following columns:

Column	Description
ID	Unique workflow identifier
Title	Display name (click to open in the editor)
Folder	Folder assignment, if any
Created At	When the workflow was created
Actions	Inline buttons and three-dot menu

Each row also has inline action buttons: folder assignment, parameter toggle, open in editor (pencil icon), run (play icon), and a three-dot menu for additional actions.

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Organizing with folders

The top of the page shows your recent folders as cards. Use folders to group related workflows.

• Click + New folder to create one
• Click a folder card to filter the table to that folder’s workflows
• Assign a workflow to a folder using the folder icon in the table row
• Click View all to see all folders when you have more than five

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Searching and filtering

Use the search bar above the table to filter workflows by title or parameter. The results highlight matching text and auto-expand parameter rows when a parameter matches.

The items-per-page selector at the bottom lets you choose 5, 10, 20, or 50 rows per page.

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Workflow actions

Click the three-dot menu on any workflow row to access these actions:

Action	What it does
Clone Workflow	Creates a copy named “Copy of …” with the original title
Save as Template	Makes this workflow available in the organization template gallery. A bookmark icon appears next to the title.
Remove from Templates	Removes the workflow from the template gallery (appears instead of “Save as Template” for templates)
Export as… > YAML	Downloads the workflow definition as a .yaml file
Export as… > JSON	Downloads the workflow definition as a .json file
Delete Workflow	Opens a confirmation dialog, then permanently deletes the workflow

Deleting a workflow is permanent. Clone it first if you want to keep a backup.

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Importing workflows

Click the Import button to upload workflow files.

Format	Behavior
.yaml / .yml	Parsed and created as a new workflow
.json	Converted to YAML internally, then created
.pdf	Sent to the AI to generate a workflow from a Standard Operating Procedure document

Upload a PDF of your Standard Operating Procedure and Skyvern generates a workflow from it automatically.

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What’s next

Open the Editor

Build automations visually with the workflow editor

Add Parameters

Make workflows reusable with dynamic input values