Finding and adding workflows
The Library is where you find workflows your workspace has access to. This article walks through the discovery flow: how the Library is organised, what each card shows you, and how to add a workflow to your My Workflows tab once you have found it. For an overview of the two-tab model and how the Library relates to My Workflows, see the Workflows Overview article.
Opening the Library
The Library is the second tab on the Workflows page, next to My Workflows. Switching to it shows every workflow your workspace has access to, regardless of whether you have added it to your tab.
If your workspace is new, the Library is the busier tab — the My Workflows tab is empty by default for new users.
Tag sub-tabs
The Library is partitioned into sub-tabs by tag. There are currently five live sub-tabs:
- Getting Started — onboarding workflows for new SoterAI users. Covers tasks like connecting your apps to SoterAI, uploading data to Data Sources, and setting up Records Management. If you are new to the platform, start here.
- EHS/Risk — Environmental, Health, and Safety workflows.
- Claims — Insurance and claims workflows.
- Producers — Sales and producer workflows.
- Analytics — Data and analytics workflows.
A tag sub-tab is only visible if at least one workflow your workspace can access carries that tag — empty tags are hidden, not shown as "coming soon".
Some workflows carry more than one tag. Analyse Incident Trends, for example, can appear under both EHS/Risk and Claims because it is useful in both contexts. Adding such a workflow from one tag adds it across all of them — it is the same workflow either way.
What a Library card shows
Each Library card displays the workflow's name, a short description of what it does, and any category label that applies.
Two controls live on the card:
- An Add + / ✓ Added button that determines whether the workflow appears on your My Workflows tab. The button shows Add + when the workflow is not yet added, and ✓ Added when it is. The card stays visible in the Library regardless — adding does not remove the card from the Library; it adds the workflow to your My Workflows tab in addition.
- A Try It button that runs the workflow without adding it to My Workflows. Your tab is unchanged after clicking Try It.
Adding a workflow to My Workflows
To add a workflow to your My Workflows tab, click the Add + button on the workflow's Library card. The workflow appears on your My Workflows tab, grouped under its category (Safety, Ergonomics, Documentation, and so on). The card remains in the Library, with its button now showing ✓ Added.
You can add as many workflows as you need — there is no per-user limit in this version.
Removing a workflow
If a workflow on your My Workflows tab is no longer useful, you can remove it from either the My Workflows side or the Library side. Click the ✓ Added button on the card. This:
- Removes the workflow from your My Workflows tab
- Leaves the workflow's card visible in the Library, with the button showing Add +
Removing does not affect any other user. Your colleagues' My Workflows tabs are independent of yours.
Running a workflow with Try It
The Try It button on a Library card runs the workflow without adding it to My Workflows. Your tab is unchanged. This is useful when you want to test a workflow before committing to having it on your tab.
To keep the workflow on your My Workflows tab after trying it, use the Add + button on the card.
Finding a specific workflow
If you know the workflow name, the fastest path is the search bar at the top of the page. Search is page-global — it returns results from both tabs as a flat list, with a chip on each result showing whether the workflow is currently on your My Workflows tab or sitting in the Library.
Search is the recommended approach when you cannot remember which tag the workflow carries, or when the workflow might be one you have already added but lost track of.
Things to know
- Discovery is per-workspace. The Library shows workflows your workspace has access to. Two workspaces in the same organisation may see different Library contents.
- Adding is per-user. Adding a workflow only changes your own My Workflows tab. Your colleagues in the same workspace see their own tab.
- Cards stay visible after adding. Library cards do not disappear when you add the workflow. The card stays in the Library with its button showing ✓ Added, so you can remove it from the same place.
- Try It does not add the workflow. Clicking Try It runs the workflow once without changing your tab. Use the Add + button to add it explicitly.
- Multi-tag workflows add once. A workflow that carries two tags appears under both, but adding from one tag adds it to your My Workflows tab everywhere — there is no separate per-tag state.