> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share and deploy Workflows

> Organize Workflows into folders, manage permissions, and deploy externally via webhooks.

Cassidy gives you flexible options for controlling who can access your [Workflows](/workflows/overview), how they are organized, and where they run. This guide covers folder management, permissions, external deployment, and failure notifications.

## Organize Workflows with folders

Folders help your team find Workflows quickly and control access at a group level.

<Steps>
  <Step title="Create a folder">
    On the **Workflows** page, click **Create a Folder**. Enter a name and choose an access level:

    * **Team can edit** -- anyone in your organization can view and edit Workflows in this folder.
    * **Team can view** -- anyone can view, but only you and explicitly added people can edit.
    * **Restricted** -- only specific people and groups you choose can access the folder.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/create-folder-dialog.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=6b8bec03b7be1c3c60ce2fbf7de92fdb" alt="Create folder dialog showing access level options: Team can edit, Team can view, and Restricted" width="1068" height="674" data-path="images/workflows/create-folder-dialog.png" />
    </Frame>
  </Step>

  <Step title="Move Workflows into folders">
    Drag and drop Workflows from the main list into a folder. You can also move Workflows to the **Private** section to make them visible only to you.
  </Step>

  <Step title="Update folder permissions">
    Click the **...** menu on a folder and select **Share**. Change the access type or add/remove specific people and groups. For each person or group, set **Can edit** or **Can view** granular permissions.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/folder-sharing-dialog.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=6702b8d1cc17a67ed6a7146f1fffdda4" alt="Folder sharing dialog showing people and groups with Can edit and Can view permission levels" width="888" height="800" data-path="images/workflows/folder-sharing-dialog.png" />
    </Frame>
  </Step>
</Steps>

## Copy links from the Run view

On the **Run** tab, click the link icon in the header and choose an option:

<Frame>
  <img src="https://mintcdn.com/cassidy/Mm6DAjguZrGyO5A4/images/workflows/run-view-copy-link-menu.png?fit=max&auto=format&n=Mm6DAjguZrGyO5A4&q=85&s=ba36cf08d7499bf11a9f159c8ca32a1a" alt="Run view header link menu with Copy Workflow Link and Copy Interface Link" width="792" height="296" data-path="images/workflows/run-view-copy-link-menu.png" />
</Frame>

* **Copy Workflow Link** — Opens this Workflow inside Cassidy (recipients need access).
* **Copy Interface Link** — Opens a focused page to run the Workflow. Layout and labels follow your [Interface](/workflows/interface) settings.

Folder and Workflow permissions still apply.

## Manage permissions from the editor

You can also update a Workflow's location and permissions while editing it.

<Steps>
  <Step title="Open sharing options">
    In the Workflow editor, click the **...** menu and select **Organize & Share Workflow** under **Sharing**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/editor-sharing-menu.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=c4ee46e42499ba8701ed007882ea4917" alt="Workflow editor menu showing the Organize and Share Workflow option under Sharing" width="2832" height="614" data-path="images/workflows/editor-sharing-menu.png" />
    </Frame>
  </Step>

  <Step title="Choose a location">
    A modal appears showing your Team and Private sections and any folders within them. Select where to save the Workflow, or create a new folder directly from this modal.

    <Frame>
      <img src="https://mintcdn.com/cassidy/fKT2RiTD5Kge6TLJ/images/workflows/workflow-location-picker.png?fit=max&auto=format&n=fKT2RiTD5Kge6TLJ&q=85&s=13b0bb8d0105890ae397916fa5adc759" alt="Workflow location picker modal showing Team and Private sections with folders" width="1746" height="976" data-path="images/workflows/workflow-location-picker.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save** to apply the changes.
  </Step>
</Steps>

## Deploy externally

You can run Cassidy Workflows from outside the platform by using webhook triggers and returning results to your external systems.

<Steps>
  <Step title="Use a Webhook trigger">
    When [building your Workflow](/workflows/building#configure-the-trigger), select **Webhook** as the trigger type. Copy the unique webhook URL that Cassidy generates.
  </Step>

  <Step title="Configure your external system">
    Set up your website, app, or automation tool to send a POST request to the webhook URL when the relevant event occurs (e.g., a form submission or a record update).
  </Step>

  <Step title="Return results to the caller">
    You have two options for sending results back:

    * **Return results from webhook** -- toggle this option in the Webhook trigger settings. The Workflow's output is automatically returned as the HTTP response to the incoming request.
    * **Send API Request action** -- add this action at the end of your Workflow to POST results to a specific endpoint in your system. This gives you full control over the URL, method, headers, and body.
  </Step>
</Steps>

<Tip>You can also trigger Workflows from [Slack](/integrations/slack/overview), [Zapier](/integrations/zapier/overview), [inbound email](/reference/triggers/email), or on a schedule -- providing flexibility in how you integrate Cassidy with your existing stack.</Tip>

## Set up failure notifications

Stay informed when Workflows encounter errors so you can address issues quickly.

<Steps>
  <Step title="Access account settings">
    Click your name in the bottom-left sidebar, then click the settings icon next to your name.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/account-settings-sidebar.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=e217a38ab04f2080a44b6143ff31c089" alt="Sidebar showing the settings icon next to your name" width="1020" height="746" data-path="images/workflows/account-settings-sidebar.png" />
    </Frame>
  </Step>

  <Step title="Open Workflow Notifications">
    In Account Settings, click **Workflow Notifications**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/failure-notifications-settings.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=f86293a9ddbf84f55493d6a98a2c7e65" alt="Workflow Notifications settings page showing frequency options" width="1624" height="718" data-path="images/workflows/failure-notifications-settings.png" />
    </Frame>
  </Step>

  <Step title="Configure default notifications">
    Choose how you want to be notified about failures for Workflows you create:

    | Frequency          | Description                            |
    | ------------------ | -------------------------------------- |
    | **Daily Summary**  | One digest of all failures per day     |
    | **Hourly Summary** | One digest per hour                    |
    | **Immediate**      | Instant notification for every failure |
    | **Off**            | No notifications                       |

    Click **Save** to apply.
  </Step>

  <Step title="Subscribe to other Workflows">
    To receive alerts for Workflows you did not create, click **+ Add Subscription**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/add-notification-subscription.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=43396f97dea1ad4608f123e0851770a5" alt="Add Subscription button on the Workflow Notifications page" width="1184" height="762" data-path="images/workflows/add-notification-subscription.png" />
    </Frame>
  </Step>

  <Step title="Select a Workflow and frequency">
    Click the **No workflow selected** dropdown and choose the Workflow you want to be notified about. Select a notification frequency and click **Save**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/fKT2RiTD5Kge6TLJ/images/workflows/notification-workflow-dropdown.png?fit=max&auto=format&n=fKT2RiTD5Kge6TLJ&q=85&s=8bc2fe796288937f371b344ac2fd45a3" alt="Workflow dropdown showing available Workflows to subscribe to" width="1198" height="200" data-path="images/workflows/notification-workflow-dropdown.png" />
    </Frame>
  </Step>

  <Step title="Manage existing subscriptions">
    From the subscriptions list, you can search your active subscriptions, update the notification frequency, or remove subscriptions you no longer need.

    <Frame>
      <img src="https://mintcdn.com/cassidy/fKT2RiTD5Kge6TLJ/images/workflows/notification-subscriptions-list.png?fit=max&auto=format&n=fKT2RiTD5Kge6TLJ&q=85&s=c031dde13bf8071dafe4ba332642b9bb" alt="Notification subscriptions list showing active subscriptions with frequency and remove options" width="1540" height="430" data-path="images/workflows/notification-subscriptions-list.png" />
    </Frame>
  </Step>
</Steps>

You can also subscribe to failure notifications directly from within any Workflow by clicking the **...** menu and selecting **Failure Notifications**.

<Frame>
  <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/failure-notifications-workflow-menu.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=1dbbaff10cac29df9cf33d0576caacf5" alt="Workflow editor menu showing the Failure Notifications option" width="2046" height="532" data-path="images/workflows/failure-notifications-workflow-menu.png" />
</Frame>

<Accordion title="What do failure notifications look like?">
  When a Workflow fails, you receive a **Workflow alert** containing the error details, the affected Workflow name, and an error summary. The notification includes links to **Edit this Workflow** (to fix the issue) and **View Failed Workflow Run** (to inspect the specific run).

  <Frame>
    <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/failure-notification-alert.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=2dac7bfac5ae5296d4ee82f2d7c63aae" alt="Workflow failure notification showing error details with links to edit the Workflow or view the failed run" width="1848" height="1806" data-path="images/workflows/failure-notification-alert.png" />
  </Frame>
</Accordion>

## Next steps

<CardGroup cols={2}>
  <Card title="Configure data retention" icon="database" href="/workflows/advanced/data-retention">
    Control how long Workflow run history is stored.
  </Card>

  <Card title="Use secret keys" icon="key" href="/workflows/advanced/secret-keys">
    Securely store API keys and passwords for use in Workflow actions.
  </Card>

  <Card title="Manage roles and groups" icon="users" href="/settings/roles-and-groups">
    Set up teams and roles to streamline Workflow permissions.
  </Card>

  <Card title="Build a Workflow" icon="hammer" href="/workflows/building">
    Go back to creating and configuring Workflows.
  </Card>
</CardGroup>
