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As your workflow library grows, finding and organizing them becomes essential. Workflow tags let you categorize, filter, and manage your workflows efficiently. Tag groups add another layer of organization with mutually exclusive labels.

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What Are Workflow Tags?

Tags are labels you attach to workflows for organization and quick filtering. Each tag can have:
  • Name - A short, descriptive label (e.g., “Production”, “Testing”, “High Priority”)
  • Color - Visual differentiation (red, orange, yellow, green, blue, purple, pink, gray)
  • Emoji - Optional icon for quick recognition
  • Description - Optional notes about when to use this tag

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Using Tags in the Dashboard

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Viewing Tags

Tags appear prominently above your workflow table. Each tag shows:
  • Its emoji (if set)
  • Its name
  • A count of how many workflows use it

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Filtering by Tags

Click any tag to filter the workflow table to only show workflows with that tag. You can select multiple tags to filter by all of them (AND logic) - only workflows that have all selected tags will appear. Click “All” to clear filters and see all workflows.

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Adding Tags to Workflows

There are two ways to add tags to workflows: Individual workflow:
  1. Open the workflow detail page
  2. Use the tags section to add or remove tags
Bulk tagging:
  1. Select multiple workflows using the checkboxes
  2. Click the “Add Tags” button that appears
  3. Choose which tags to apply to all selected workflows

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Tag Groups

Tag groups let you organize related tags and enforce mutual exclusivity.

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What Are Tag Groups?

A tag group is a named collection of related tags where only one tag from the group can be applied to a workflow at a time. This is perfect for status-type categorizations. Example: Status Group
  • 🟢 Production
  • 🟡 Staging
  • 🔴 Development
When you add “Production” to a workflow, any existing status tag (like “Staging”) is automatically removed.

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When to Use Groups

Status Tracking

Track workflow lifecycle: Draft → Testing → Production → Deprecated

Priority Levels

Mark importance: Low → Medium → High → Critical

Environments

Categorize by environment: Dev → Staging → Prod

Ownership

Assign to teams: Engineering → QA → Operations

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When NOT to Use Groups

Don’t use groups for tags that can coexist on the same workflow. For example:
  • Feature areas (a workflow might touch “Billing” AND “Notifications”)
  • Clients (unless a workflow is truly client-specific)
  • Capabilities (a workflow might do “OCR” AND “Form Filling”)
These should be ungrouped tags so you can apply multiple.

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Creating Tags & Groups

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From the Dashboard

Click “Tag Actions” above the workflow table to:
  • New Tag - Create a new tag (optionally in a group)
  • New Group - Create a new tag group
  • Manage Tags - Edit, delete, or reorganize existing tags

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Via the API

// Create a tag group
const { data: statusGroup } = await client.workflowTagGroups.create({
  name: "Status",
  emoji: "🚦"
});

// Create tags in the group
await client.workflowTags.create({
  name: "Production",
  color: "green",
  emoji: "🟢",
  group_id: statusGroup.id
});

await client.workflowTags.create({
  name: "Development", 
  color: "red",
  emoji: "🔴",
  group_id: statusGroup.id
});

// Create an ungrouped tag
await client.workflowTags.create({
  name: "Needs Review",
  color: "yellow",
  emoji: "👀"
});

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Filtering Workflows by Tags (API)

When listing workflows, pass tag_ids to filter: 
// Filter by single tag
const { data: workflows } = await client.workflows.list({
  tag_ids: "tag-uuid-1"
});

// Filter by multiple tags (AND logic - must have ALL tags)
const { data: workflows } = await client.workflows.list({
  tag_ids: "tag-uuid-1,tag-uuid-2"
});

// Include tag data in response
const { data: workflows } = await client.workflows.list({
  include_tags: true
});

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Drag-and-Drop Organization

The tag bar supports drag-and-drop for intuitive organization:

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Reordering Tags

Drag any tag left or right to change its position within its group (or among ungrouped tags). The order is saved automatically.

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Moving Tags Between Groups

Drag a tag onto a different group’s label to move it into that group. The tag will now be mutually exclusive with other tags in its new group.

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Ungrouping Tags

Drag a grouped tag to the ungrouped area (outside any group) to remove it from its group. It will become a standalone tag that can coexist with any other tag.

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Reordering Groups

Drag a group label left or right to change the display order of groups in the tag bar.

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Best Practices

Start Simple

Begin with a few essential tags. You can always add more as patterns emerge from your workflow usage.

Use Colors Consistently

Adopt a color convention (e.g., green = good/active, red = danger/deprecated) and stick to it across all tags.

Leverage Groups for States

Any time a workflow can only be in one state at a time, use a tag group to enforce this.

Add Emojis for Scanning

Emojis make tags instantly recognizable when scanning a long list. Pick distinctive ones.

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Example: Production Workflow Management

Here’s a complete tagging setup for managing production workflows: Tag Groups:
  • Status (🚦): Draft, Testing, Production, Deprecated
  • Priority (⚡): Low, Medium, High, Critical
Ungrouped Tags:
  • 📋 Needs Review
  • 🔧 Maintenance
  • 📊 Generates Reports
  • 💳 Handles Payments
  • 🔐 Requires Auth
This setup lets you:
  1. Filter to “Production + Critical” to see urgent production workflows
  2. Ensure a workflow is only ever in one status
  3. Tag workflows with multiple capabilities (e.g., both “Generates Reports” and “Handles Payments”)
  4. Quickly spot workflows needing attention via the “Needs Review” tag

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API Reference

For complete API documentation on tags and tag groups, see: