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Location: Workflow List → select a workflow When you finish the four wizard steps, the playbook is generated from your policy and the screen moves to the completion view.

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The completion screen

Playbook generation takes 2–3 minutes. While it runs, each section shows its own generating state — generating the playbook, generating the playbook actions, generating the reference notes.
If the screen sits on “generating” for a long time, refresh it. Generation sometimes finishes on the server while the screen stops updating.
When it is done, six sections are filled in.
Top of the workflow creation complete screen

Top of the completion screen — Information, Playbook ID, and Playbook Actions.

Bottom of the workflow creation complete screen

Bottom of the completion screen — AI Model, JSON Output Schema, and Reference Notes.

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Playbook actions and reference notes

One policy clause generally becomes one action, and each action gets reference notes generated with it. The reference notes are the sentences from the original policy that the action treats as its grounds. When a verdict comes out differently from what you intended, check whether the reference notes carried the policy’s intent correctly before you rewrite the policy. Reference notes can be fixed without regenerating the playbook — editing a workflow.

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Workflow detail

Select Back to workflow list and open the workflow again to reach the detail screen.

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Header card

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Profile table

With no profiles, the table says there are none. Long lists load in pages with Load more. Use + Create Profile to add a verification subject — profiles and items.

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The Actions menu in the workflow list

The workflow list opens from Workflow List in the sidebar. The Actions menu on each row has three entries.

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Copying

The workflow ID is shown read-only and you enter only a new name. Leaving the name blank sets it to [Copy] original name automatically. Copying is blocked when you are at the per-project workflow limit (10).

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Deleting

The dialog states that the workflow will be deleted along with every profile under it, and deletion proceeds only after you type an administrator email to confirm.
Deleting a workflow removes every profile, folder, item, and analysis result underneath it. This cannot be undone.
Workflows are read-only through the API.
  • GET /workflows/:workflowId — the full policy, playbook, actions, engines, and schema
  • GET /workflows/:workflowId/summary — lightweight information for lists