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

Recommended Structure

 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.