Folders, bulk actions and the trash

Folders, bulk actions and the trash · Help

As the number of automations grows, the list gets long and finding the right row every time costs you minutes. Folders split the list by job, selection mode applies the same action to dozens of automations at once, and the trash brings back anything you deleted by mistake. This guide covers all three step by step.

⚠️ Note: Creating folders and moving automations needs edit rights. Bulk turning on/off and Delete forever need publish rights; without them those buttons are never drawn.

What a folder is for

A folder is the only way to group automations, and it only organises the view: which folder an automation sits in does not change when it runs, who can see it or what it does. An automation can be in exactly one folder; if you never put it in one it counts as No folder.

Splits that work well in practice: by channel ("Instagram", "WhatsApp"), by job ("Sales", "Support", "Appointments") or by period ("Summer campaign", "Archive").

Creating, renaming and deleting a folder

On the Automations screen, click the Manage folders heading under the folder strip. With no folders yet the heading reads New folder.
Type the name into the Folder name field at the top of the box (60 characters at most).
Press the folder button beside it. A Folder created. notice appears at the bottom of the screen and the folder shows up in the strip.

To rename it, edit the name on its row in the same box and press the tick (✓) beside it: you get a Folder renamed. notice. The tick stays disabled until the name actually changes.

To delete it, press the bin icon at the end of the row. The panel asks: "Delete the … folder? Its automations are not deleted; they stay without a folder." Once you confirm, the folder goes and its automations become No folder.

💡 Deleting a folder does not delete automations. If you really want a group of automations gone, trash them first and delete the folder afterwards.

Moving a single automation into a folder

A small fix needs no bulk action:

Click the three dots at the end of the row.
Pick one of the folder names under the Move to folder heading.
An Automation moved. notice appears.

If the automation is already in a folder, No folder appears at the top of that list: choosing it takes the automation out of the folder.

You can do the same thing from inside the automation: the Folder field on the Settings tab (Automation settings).

Selection mode and bulk actions

When the same job applies to several automations, turn on selection mode:

Press Select to the right of the tab row (above the list on a phone). The hint Tap cards to select them. appears.
Tap the cards of the automations you want. As you select, a sticky bar appears at the bottom reading … selected.
Choose the action from the bar.
When it finishes you get a … automations updated. notice. Press Done to leave selection mode, or Clear selection to empty the selection.

In the normal list the bar carries these buttons:

Enable — Makes the selected automations live. Only ones with a published version can be enabled.
Disable — Turns the selected ones off; running sessions in them stop.
Move to folder — You pick the target folder, or No folder, from a menu. Nothing happens until you pick a target.
Move to trash — After you confirm, the selected automations go to the trash. The warning says it plainly: running sessions in ongoing chats are cancelled.

In the trash view the bar only shows two buttons: Restore and Delete permanently.

⚠️ Note: A selection only covers the page on screen. Changing page, picking a folder or changing a filter drops the selection. To turn off 40 automations you have to work page by page.

What "some were skipped" means

The bulk notice sometimes gives three numbers: how many were updated, how many hit the plan limit, how many were skipped.

Skipped — Your rights were not enough for that record, or the action made no sense for it (for example pressing Enable on an automation that was never published).
Plan limit — You reached the number of automations you can keep live at once. Some of the selection is enabled and the rest is not. See Plan limit warnings.

Hiding the buttons is courtesy, not security: even if someone without rights saw a button, the server runs the same check and counts that record as "skipped".

The trash

Deleting an automation does not remove the record straight away; it moves to the Trash. Open it by clicking the Trash row under the folder strip. Above the list you will see how many days until permanent deletion (30 days by default).

When an automation is trashed:

It is turned off and its triggers stop firing.
Every running session in it is cancelled.
The timestamp on its row now shows the deletion time rather than the last change.

Opening a trashed automation shows an amber banner with a Restore button above the editor; the flow itself is read-only.

Restoring

Choose Restore from the row menu or the amber banner. The notice reads Automation restored (off).: the automation returns to the list but it does not switch itself on. Going live is a deliberate step; when you are ready, press Turn on or press Publish in the editor.

Deleting forever

Delete forever removes the automation beyond recovery. The confirmation says exactly what you lose: its versions and logs are deleted too. That means the whole publishing history (v1, v2, v3…), the session logs and the stats of that automation.

⚠️ Note: Permanent deletion cannot be undone and needs publish rights. If you are not sure you will never need a flow again, leave it in the trash; it sits there doing nothing until the period runs out.

A concrete example

A gym built six campaign flows over the summer. In September you want all of them off and archived:

Manage folders → type "Summer 2026" into Folder name and create it.
Press Select and tap the six campaign cards.
Choose Disable from the bar at the bottom. The notice confirms six automations were updated.
With the selection still active, choose Move to folder → Summer 2026 from the same bar.
Next summer, finding those flows in the folder and pressing Turn on will be enough.

Common mistakes and how to fix them

Deleting a folder and thinking the automations went with it. They do not; they are in the No folder list.
Changing page after making a selection. The selection drops and the job stays half done. Finish one page, then move on.
Assuming a bulk "Enable" turned everything on. Read the numbers in the notice; drafts and anything that hit the plan limit are not enabled.
Thinking a trashed automation keeps running. A trashed automation's triggers are off; it messages nobody.
Expecting a restored automation to work. A restored automation comes back off; you have to turn it on separately.