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The routine workbench

Open any routine from the list and click its name or Edit to enter the workbench at /workflows/{id}. The workbench scrolls through seven sections, with a sticky section nav rail on the left (chip row on smaller screens). The topbar shows the breadcrumb (Routines / {name}), an Open chat link, and a Run button that opens the run dialog.
The page-level save bar (at the bottom of the screen) tracks unsaved changes to Basics and Access only. Steps has its own independent save bar inside the sheet editor. Navigating away while either is dirty prompts a confirmation dialog.

Basics

The Basics section sets the routine’s core identity:
  • Name (required) — the display name shown in the list and topbar.
  • Description — a longer explanation of what the routine does and when to use it.
  • Agent — the agent that runs this routine’s conversation steps. Use the searchable selector to pick from available agents.
Changes to Basics appear in the page-level save bar. Click Save in the save bar or Discard to revert.

Access

The Access section controls who can see and edit the routine:
  • Private — only you — the default for new routines.
  • Public — anyone in your workspace — everyone with Routines read permission can see and run it.
  • Shared with users / roles / teams — explicit grants to named subjects.
Team sharing requires a backend feature flag. If it is not enabled, the section shows: “Team sharing requires backend support — currently read-only.” Access changes are saved via the page-level save bar together with Basics changes.

Steps

The Steps section shows a read-only preview of the conversation that runs when the routine fires:
  • {n} steps in this routine — the count of conversation turns.
  • Edit steps (write access) or View steps (read-only) — opens the steps sheet.
Steps sheet The sheet slides in from the right. It shows each step in the conversation as an editable turn:
  • Each turn is a message block. Edit the text directly.
  • Use {variable_name} syntax to create reusable input variables. Variables defined here appear as fields in the Run routine dialog.
  • Add or remove steps with the toolbar inside the sheet.
  • The sheet has its own save bar — unsaved step changes do not affect the page-level form.
  • Closing the sheet while steps are dirty opens a “Discard step changes?” confirmation.
Click Save in the sheet save bar to apply. The steps preview in the main section updates immediately.
The description in the steps sheet reads: “Add or remove steps. Use {variable_name} syntax to create reusable variables.” Variable names become fields in the Run dialog — name them clearly so whoever runs the routine knows what to fill in.

Schedule

The Schedule section lets you run this routine automatically on a cron schedule. When no schedule is set, the section header shows “No schedule”. Use the editor below to pick a preset or type a custom expression, then click Save schedule. When a schedule is active, the active cron expression appears as a code element in the section header (e.g. 0 0 * * 0). A Remove schedule button is shown alongside the Update schedule button.

Schedule editor

The editor has two tabs — Presets and Custom CRON — rendered as a two-button tab row at the top of the editor. Presets tab (default) A “Select a preset” dropdown (placeholder: “Choose a preset…”) lists seven built-in schedules: Selecting a preset shows the resulting cron expression in a read-only preview box labelled “CRON expression” below the dropdown. The editor also opens on this tab (with the preset pre-selected) when the saved schedule matches one of the preset values. Custom CRON tab A text input labelled “CRON expression” accepts any five-field cron expression (placeholder: 0 12 * * *). The five fields are: A collapsible Format help disclosure shows the field reference. If the expression is invalid, an inline error reads: “Invalid CRON expression. Format: minute hour day month weekday”.

Next run

When a schedule is saved, “Next run” appears below the editor showing the next scheduled execution time as a relative timestamp.

Save or update a schedule

Click Save schedule (new schedule) or Update schedule (existing). A success toast confirms “Schedule saved”.

Remove a schedule

Click Remove schedule. A confirmation dialog appears:
Remove the cron schedule for “{name}”. The routine stays — only the automatic schedule is removed.
Confirm with Remove. The routine is not deleted — it remains available for on-demand runs.

Runs

The Runs section shows a history of every time this routine has been triggered. The list shows each run with:
  • Status — succeeded, failed, or running
  • Started — timestamp
  • Duration — elapsed time
Click any run row to open a detail panel on the right, which shows:
  • Error — the error message if the run failed
  • Metadata — a key/value table of run metadata (variables, agent ID, etc.)
  • Show raw payload — toggle to see the full job payload as JSON
  • Retry with edits — opens the Run dialog pre-filled with the original inputs so you can adjust and rerun
“No runs yet” appears when the routine has never been triggered. Click Run in the topbar to make a first run.

Queue

The Queue section shows the job queue for this routine’s agent. If the agent has no queue configured, the section shows: “No queue configured for this routine’s agent.” If a queue is configured, click Manage queue to open the queue panel as a sheet. The panel shows:
  • Pending jobs waiting to run
  • Running jobs currently executing
  • Recently completed or failed jobs
Each job row includes the job ID, status, and timestamps. Failed jobs can be retried — retrying a routine job opens the Run dialog pre-filled with the original inputs.

Danger zone

The Danger zone section appears at the bottom of the workbench for users with delete permission. It contains one action: Delete. Clicking it opens a confirmation dialog:
This permanently deletes the routine. To confirm, type its name below. Click the name to copy it.
Type the routine’s exact name and click Delete routine. The routine is permanently removed along with all its run history. This cannot be undone.

Next steps

Routines overview

Browse the routines list, run a routine, and understand how routines are created.

Skills overview

Package reusable instruction sets for the agent running your routine.