Navigating Automation Hub
This page is a tour of the Automation Hub screen. It covers the top tabs, the global search, how you create and organize things, and the actions available on every card. If you are brand new, read this before the Quickstart.
The top tabs
Automation Hub opens on a row of tabs. Each list tab shows a live count of what it holds.
| Tab | What it shows |
|---|---|
| Recently Viewed | The items you opened most recently. This is the default landing tab. |
| Workspaces (N) | Every workspace you can access. |
| Collections (N) | Every collection across your workspaces. |
| Jobs (N) | Every job across your workspaces and collections. |
The (N) next to Workspaces, Collections, and Jobs is a live count of the items in that tab.
Global search
The search bar sits at the top of every tab. Set the type dropdown next to it to narrow results:
- All — search across everything
- Workspace — workspaces only
- Collection — collections only
- Job — jobs only
Type into the box (placeholder "Key to search...") and matching items appear as you type, each labelled with where it lives (for example, in Workspace).
Creating things
Use the Create dropdown at the top of the page to make a new item. It offers three choices:
- Workspace
- Collection
- Job
Choosing one opens a slide-in panel on the right. Fill in the name (and, for collections and jobs, the parent workspace and collection), then click Create. When you edit an existing item, the same panel's primary button reads Save Changes instead.
When a tab is empty, it also shows a large create button in the middle of the screen:
| Tab | Empty-state button |
|---|---|
| Workspaces | + Create Workspace |
| Collections | + Create collection |
| Jobs | + Create Job |
Card and grid views
Each list tab has two layouts, switched with the view toggle in the toolbar:
- Card view — a grid of cards, each showing an item's name, description, tags, and counts.
- Grid view — a compact table, better for scanning many items at once.
The toolbar also has Sort, Import, and Export controls.
Sorting
Click Sort in the toolbar to reorder the list:
- Name (A–Z)
- Name (Z–A)
- Last Modified (Newest)
- Last Modified (Oldest)
Filtering jobs
The Jobs tab adds a Filter funnel button. Open it to narrow the list by:
- Workspaces
- Collections
- Owner
Set any combination, then click Apply. Use Reset to clear the panel or Cancel to close it without changing anything. Active filters appear as chips above the list; click Clear All to remove them all at once.
Card actions
Every card has a kebab (three-dot) menu. The actions depend on the item type.
| Item | Kebab actions |
|---|---|
| Workspace | Edit, Workspace Color, Delete |
| Collection | Edit, Collection Color, Delete |
| Job | Edit, Job Color, Clone, Enable / Disable, Delete |
Job cards also have two icon buttons:
- Canvas — opens the workflow builder for that job
- Executions — opens the job's run history
A status dot on each job card shows whether it is Enabled or Disabled.
Drilling down: Workspace → Collection → Job
Automation Hub organizes work in three levels:
Open a workspace card to see the collections inside it, open a collection to see its jobs, and open a job's Canvas to build and run its workflow.
Next steps
- Quickstart — Build and run your first automation
- Test Mode — Try workflows safely without hitting live systems
- Jobs & Steps — Understand workflow structure