Workspaces

A Workspace is a container that groups all the automation pieces for a specific task or software.

What is a Workspace?

Think of a Workspace as a project folder. If you want to automate data entry into Tally, you create a Workspace for Tally. If you also automate Marg ERP, you create a separate Workspace for Marg.

Each Workspace holds:

• A name and description — what this automation is for
• Compatible software list — which desktop applications it works with (e.g., "Tally Prime", "Excel")
• 3 Tools — Table Extraction, Text Extraction, and Bulk Bill Generation, each with its own assigned Flow

Creating a Workspace

1. Go to Workspaces — Click "Workspaces" in the left sidebar after logging in.
2. Click "Create Workspace" — You'll see a form with the following fields.
3. Fill in the details:
   • Workspace Name — A descriptive name like "Tally Invoice Entry"
   • Description — What this workspace automates (optional but helpful)
   • Compatible Software — Type software names and press Enter to add tags (e.g., Tally Prime, Marg ERP, Excel). Max 10.
4. Save — Your workspace is created. Now you can set up tools and flows inside it.

Inside a Workspace: The 3 Tools

Every workspace comes with 3 tools pre-configured. Each tool handles a different type of document processing. You assign a Flow to each tool to tell it how to enter data.

Assigning Flows to Tools

Each tool in a workspace needs a Flow to know how to enter data. You can:

• Create a new Flow — Opens the Flow Editor to build from scratch
• Select an existing Flow — Pick from your saved flows
• Download from Marketplace — Get a pre-built flow created by other users

Managing Workspaces

• Edit — Change name, description, or software tags
• Delete — Remove a workspace and all its configurations
• Switch between workspaces — Click any workspace card from the Workspaces page