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Workspace

Files

Browse, create and organise the robots, sub-routines and folders inside a workspace.

Files

The Files tab is the workspace's content explorer. Your team's robots, sub-routines and folders live here.

What you see

The content appears as a file tree. Each item shows its name and, for robots, the date it was created. Folders nest as deep as you need.

The icons say what each item is:

IconType
FolderAn organising folder
RobotAn RPA robot
LayersA sub-routine
AgentAn AI agent

Creating items

Click + in the top bar, or right-click a folder for its context menu, to create:

  • New folder — groups robots, sub-routines and agents
  • New robot — opens the creation form and takes you to the Designer
  • New sub-routine — a reusable flow other robots can call
  • New agent — opens the AI agent's creation form

Moving items

Drag and drop any item into another folder. While you drag, a marker shows where it will land.

info

Folders with teams attached cannot be moved.

Available actions

Right-click any item for its options:

ActionAvailable on
RenameFolders, robots, sub-routines and agents
DeleteFolders, robots, sub-routines and agents
CopyRobots and sub-routines
PasteFolders
RefreshFolders

Bulk actions

Select several items with the checkbox and use the actions in the bar that appears:

ActionAvailable on
MoveEvery type
Change statusRobots and agents
RemoveEvery type
caution

Deleting a folder removes everything inside it. This cannot be undone.

Restricting access by team

Root-level folders can be restricted to specific teams. Click the people icon next to the folder's name — it is only visible to administrators.

A modal lists every team in the workspace. Select the teams that should have access and save:

  • With teams selected — only members of those teams see the folder.
  • With no teams selected — the folder is visible to every member of the workspace.
info

This is available on root-level folders only, not subfolders. Only administrators can change access permissions. To create or edit teams, go to the Teams tab.

Opening in the Designer

Click a robot's or sub-routine's name to open it in the Designer, where the automation flow is built.

Robot status

Robots are either Active or Inactive. Inactive robots run no schedules. To change the status, right-click the robot.