> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Save and reuse multi-step AI workflows for recurring tasks.

Workflows let you save a sequence of AI actions and replay them later. If you regularly perform the same analysis, transformation, or reporting steps, you can save them as a workflow and run them with one click.

## Creating a workflow

<Steps>
  <Step title="Perform the steps">
    Use the AI chat to complete the steps you want to save — data cleaning, analysis, chart creation, or any combination.
  </Step>

  <Step title="Save as workflow">
    Click the **Save Workflow** button in the chat panel, or ask the AI: "Save this as a workflow."
  </Step>

  <Step title="Name your workflow">
    Give the workflow a descriptive name like "Monthly Sales Report" or "Data Cleaning Pipeline."
  </Step>
</Steps>

## Running a workflow

1. Click the **Workflows** button in the chat panel
2. Select a saved workflow from the list
3. The AI replays all the steps on your current data

## Managing workflows

* **Rename** — update the workflow name from the workflow manager
* **Load** — open a saved workflow to review or modify it
* **Delete** — remove workflows you no longer need

## Use cases

* **Recurring reports** — run the same analysis steps on new data each week/month
* **Data ingestion** — clean and transform incoming data from a specific source
* **Standard analysis** — apply a consistent analytical framework to different datasets
* **Onboarding** — create workflows that new team members can run without understanding every step