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Workspaces

Organize your automations into dedicated workspaces for different projects or functions.

🏗️ What are Workspaces​

Workspaces are workspaces where you group related automations. They work like "projects" or "categories" to better organize your automations.

Workspace Examples​

  • "Automatic Conversions" - For auto-converting currencies
  • "Notifications" - For email/webhook alerts
  • "Rebalancing" - To maintain portfolio proportions
  • "DeFi Operations" - For DeFi operations
  • "Payment Processing" - For payment processing

🚀 How to Create a Workspace​

Step 1: Access Workspaces​

  1. Click on Automations in the side menu
  2. Select Workspaces

Step 2: Create New Workspace​

  1. Click on New Workspace
  2. Fill in the fields:
    • Name: Clear identification of the workspace
    • Description: What this workspace is for
    • Status: Active or inactive

Step 3: Configure Automations​

Inside the workspace, you can:

  • Create automations specific to this context
  • Organize by function or project
  • Manage permissions if necessary

📋 Managing Workspaces​

View Workspaces​

  • List: See all created workspaces
  • Status: Identify which are active/inactive
  • Counters: How many automations each workspace has

Edit Workspace​

  1. Click on the desired workspace
  2. Modify name, description or status
  3. Save changes

Organize Automations​

  • Move automations between workspaces
  • Duplicate automations to other workspaces
  • Archive workspaces not used

🎯 Best Practices​

Organization​

  • Use descriptive names for workspaces
  • Group by function (e.g., "Payments", "DeFi", "Notifications")
  • Keep active workspaces organized
📁 Payment Processing
  ├── Auto-transfer received
  ├── Payment notification
  └── Automatic reconciliation

📁 DeFi Operations
  ├── Auto-compound fees
  ├── Portfolio rebalancing
  └── Position monitoring

📁 Notifications
  ├── Low balance alerts
  ├── Transaction notifications
  └── Periodic reports

Limits and Considerations​

  • Do not create too many unnecessary workspaces
  • Use clear descriptions for easier maintenance
  • Archive workspaces not used
  • Review periodically the organization

🔧 Advanced Settings​

Permissions (Future)​

  • User access to specific workspaces
  • Edit control per workspace
  • Audit changes by workspace

API Integration​

  • Create workspaces via API
  • List automations by workspace
  • Execute automations from specific workspaces

Next steps: Create your first automation using the No-Code Editor or explore the Event Structure to understand the available data.