Automation: flows, the flow list and what each menu item is for
What Automation does, how flows and recipes relate, the menu, and the flow list — folders, the on/off switch, running, duplicating, exporting, importing and deleting a flow.
Automation runs work for you: when something happens — an order, a new deal, a webhook, a time of day — a flow does the next steps by itself, across Monfri and other apps. Open it from the Hub with the Automation tile; it lives at auto.monfri.net.
Flows and recipes
A flow is a trigger and the steps after it: when a deal is won in CRM → wait a day → e-mail the customer → add a task. You build flows yourself: The flow editor.
A recipe is a ready-made flow for shops and sites, set up from the Hub with a few settings: Recipes. Every recipe you launch is a flow here too, named after the recipe and the workspace — Abandoned cart recovery — My Shop. Change a recipe from its page in the Hub, not here: Save & re-activate rebuilds its flow and replaces edits made in the editor.
The menu
| Item | What it is for |
|---|---|
| Flows | Your flows, in folders. |
| Analytics | Runs, success rate and duration across all flows: Runs. |
| Templates | Ready flows to start from: Templates. |
| Connections | The apps your flows use, with their keys: Connections. |
| Team | Who can open Automation and their role. |
| API Keys, Audit Logs, AI Usage, AI Runs, Knowledge Base, Settings | See Automation settings. |
The flow list
Flows shows each flow with its Trigger, Status, Last Run and Runs (30d). List view and Grid view switch the layout; Folders on the left filter the list.
- New Flow — a name, then the editor opens. Create with AI opens the editor with the AI builder, to describe the flow in words: AI in flows.
- The switch in the Status column pauses and resumes a published flow (Click to disable / Click to enable). A flow runs only after it is published: switching on a flow that was never published does nothing.
- Run now (▶) starts the flow at once — its published version, or the draft of a flow never published. It runs for real.
- ⋯ (More actions): View Runs, Duplicate, Export (a JSON file), Move to folder, Delete. Deleting a flow cannot be undone.
- Import — upload a JSON file exported from Automation; Flow Name (optional) renames it.
- New folder creates a folder; a folder can sit inside another.
Roles
Owners and admins of the workspace, and members with the Admin or Editor role for Automation, create, change, publish and run flows. A Viewer sees flows and runs, with customers' personal data hidden, and changes nothing: Service access.
People and roles come from your Monfri workspace. Team in Automation only lists them — to add someone or change a role, use Members in Monfri: Team and roles.
Limits
Your plan counts flows and runs a month, recipes included: Usage and limits. When the workspace is read-only, a red bar says Automations and sending are paused for this workspace. — nothing runs, and you can keep editing.