Workflow presets

What this accomplishes

Start from eleven built-in workflow templates and customise them.

A workflow preset is a pre-built, working workflow you can fork into your project and adjust rather than build from scratch.

This guide covers workflow presets. The visual workflow builder is in visual workflow builder.

Current availability

This page documents behaviour verified in Miton development builds. Miton is still pre-release and is not publicly downloadable; invited beta users will receive a signed desktop build with automatic updates.

Before you start

• A Miton development build, an active project and Automation open.
• A connected model plus permission for every file, network or scheduled action in the workflow.

The eleven built-in presets

• RSS-to-Email Digest — fetch an RSS feed on a schedule and email a summary of new items.
• Daily Standup — collect standup updates from a channel and post a summary.
• Social Scheduler — queue posts and publish them on a schedule to social platforms.
• File Backup — copy files from a source directory to a backup location on a schedule.
• Form to Spreadsheet — capture form submissions and append them to a spreadsheet.
• Scheduled Report — fetch a data source on a schedule, ingest it, chart it, narrate the report with a model, and email a PDF.
• Webhook Receiver — listen for webhook events and trigger an action pipeline.
• Weekly Summary — aggregate a week’s activity into a digest and send it out.
• Calendar Prep — review tomorrow’s calendar and prepare a briefing document.
• Content Monitor — watch a URL for changes and notify when the content updates.
• Data Pipeline (ETL) — watch a directory for new CSV/Excel files, transform them, write to a Canvas data source, and export a tidy CSV.

Each ships as a working graph with its own configurable fields (feed URL, schedule, recipients, and so on) rather than an empty scaffold.

The fork flow

Pick a preset, fill in its fields, and it forks into your project as an editable workflow — the same graph you’d get building it by hand, ready in the visual workflow builder to adjust further.

What success looks like

You pick the closest preset, adjust its fields and nodes for your case, and have a working workflow without starting from an empty graph. If nothing in the eleven presets fits well, build from an empty graph in the visual workflow builder instead.

Common failures and recovery

• Inspect the failed run and the exact node output before replaying it.
• Confirm credentials, permissions and test fixtures belong to the active project.
• Use a dry run to isolate a misconfigured node before starting the complete workflow again.

Related next action

Open the Automation overview to connect this task to the rest of the workflow.