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Workflows

Route every save

Workflows define where saves go, what gets captured, and how properties are filled. Set once, runs automatically.

What is a workflow?

A workflow is a saved capture configuration. It defines:

  • Where the save goes (which Notion database or page)
  • What gets captured (URL only, article, screenshot, audio)
  • How it's structured (which properties are filled, how they're mapped)

You pick a workflow from the toolbar's workflow selector (the pill showing the current workflow name and a chevron) or from the side panel. Filed uses the last-used workflow by default.


The premade workflow

One workflow comes pre-configured out of the box:

Quick Capture → Captures database Saves any page as a URL with title and cover image. The default workflow for most saves.

This workflow cannot be deleted. The Captures database is created during onboarding.


Creating a custom workflow

Free (1 workflow) Pro (unlimited)

  1. Open the side panel → click the menu → Manage workflowsNew Or: click + at the bottom of the toolbar's workflow selector dropdown
  2. Give the workflow a name, an icon (1,500+ Phosphor icons), and a color
  3. Choose a destination:
    • Create new database: Filed creates and connects it automatically. Move it anywhere in Notion afterward.
    • Link existing database: search for a database you already have. You must connect Filed to it first (see Troubleshooting).
  4. Map Notion properties to capture fields (optional)
  5. Save

Workflow templates: When you click New, Filed offers premade starters (Reading List, Watch Later, Research, Job Hunt, and a Blank template), each with a pre-filled name, icon, and color. You still need to choose the destination database.

For click-to-map property configuration, see How to use the Visual Workflow Builder.


Visual Workflow Builder

Free v1.0

Click any element on a live webpage to map it to a Notion database property. No code, no CSS knowledge required.

  1. Navigate to the website you want to create a workflow for
  2. Open the Filed side panel → go to the Workflows tab
  3. Click New workflow, the builder loads with the current page as context
  4. Click any visible text element on the page → a mapping dialog appears → select the Notion property to map it to
  5. Repeat for each field you want to capture
  6. Name and save the workflow

🎬 [GIF: What to show: side panel open on Workflows tab on a LinkedIn profile → clicking "New workflow" → clicking on "Software Engineer" job title → mapping dialog → selecting "Role" property → the field appears in the workflow list → saving the workflow]

What the builder captures: Text content only. Images from selectors are not supported in V1.

Stability note: CSS selectors can break when a website redesigns its layout. If a workflow stops filling a field, rebuild the mapping for that field.


Pre-capture actions

Pro v0.3.0

Some pages hide content behind a button click or only load it after scrolling. Pre-capture actions let you tell Filed to interact with the page before extracting any fields.

Available actions:

  • Scroll to bottom: scrolls the page to the end, then waits a configurable delay before capturing. Use this for infinite-scroll feeds or lazy-loaded content. You can set how many times to repeat the scroll.
  • Click an element: clicks a specific element (selected via the visual element picker) to expand a section, dismiss a cookie banner, or trigger any interaction that makes your target content visible.

Actions run in sequence before the selector fields are read. If an action fails (element not found), the capture continues without it.

Where to configure: open the workflow in the builder, go to the Actions tab.


Variable Health

Pro v0.3.0

When you open the Capture tab with a workflow that has selector-mapped fields, Filed automatically checks whether those selectors find content on the current page. The result appears as a collapsible Variable Health section between the workflow properties and the content blocks.

What you see in the panel:

  • A Variable Health header with a green dot (found count) and red dot (missing count); collapse or expand with the chevron.
  • One row per field: the variable key in monospace, a colored status dot, and the resolved value (or "Not found" in red).
  • Image-type values (profile photos, thumbnails) appear as small inline previews.

Per-field controls:

  • Link icon: always visible. Scrolls the page to the matched element and shows a floating eye-icon label over it.
  • Eye icon: toggles the on-page label for that field independently. The header eye toggles all labels at once.

Run and check: If your workflow has pre-capture actions (scroll, click) and some fields show empty or missing, a "Run and check" button appears. Run the actions first, then re-check.

Disable per workflow: Open the workflow in the builder → Settings tab → turn off Variable health. Useful for workflows where the feature adds noise rather than value.

📸 [Image: What to show: side panel open on a LinkedIn profile, Variable Health section expanded below the properties showing 3 found fields (green dots) and 1 missing (red dot). On the page, eye-icon labels float over the matched elements.]


Domain Rules

Pro v1.0

Automatically select a specific workflow whenever you visit a particular domain. Once set, you never need to manually switch workflows when saving from a recurring site.

How to add a rule: Open Filed settings → CaptureDomain rules → enter a domain and select a workflow → Add rule.

How to manage rules: Rules are listed in the same settings section. Edit or delete any rule at any time.

📸 [Image: What to show: the domain rules list in options, showing 3 entries with domain, workflow name, and delete button]

Rules apply to the full domain, including subdomains. A rule for medium.com also applies to username.medium.com.

Auto-suggest: After saving to a custom workflow for the first time on a given domain, Filed offers to create a domain rule automatically: a one-time prompt appears on the orb. Accept to create the rule. Dismiss to never see the offer for that domain again.