Working on a workflow together

Most workflows are one person's. Some are not: you might build one with someone whose read on the market you trust, or share one you wrote and keep improving it with the people running it.

Suggesting a change instead of saving one

Anyone you invite onto a workflow can suggest a change. They edit it the way they normally would — the instruction, the tools, the days it runs, the trade — but instead of Save they choose Request change. Nothing happens to their own copy: it keeps running exactly as it was.

You see the suggestion as a plain before-and-after of what they changed, with their note explaining why. You can take the whole thing, take one part of it, or turn it down. Only a person can decide that. An AI assistant can read a suggestion, discuss it, and write one for you — it can never take one or turn one down on your behalf.

Whoever suggested a change can also take it back while it is still waiting.

Everyone can talk, not everyone can suggest

Anyone running a copy of a workflow can comment on a suggestion. They are the people the change will actually reach, and "I'm already in a trade on this" is exactly what the author should hear first. Suggesting a change is limited to the people invited onto it.

The changelog

Every real change to a workflow lands in the same place, whether it came from a suggestion or from the author just saving. Saving asks what changed — optional, but it is what makes the history readable later.

The list shows three things: changes waiting, changes that were taken, and changes that were turned down. A change that was taken shows exactly which parts of it were taken, since you can accept some and not others.

What is not recorded: your own settings. Your contract size, broker, alert, daily limit and notification choices are yours on your own copy, so changing one is nobody else's history.

Whose workflow is it?

If you took a copy of someone else's workflow, one checkbox decides this: taking their updates.

• On — you are running their strategy. They are the author, you see everyone working on it, and you can suggest changes to them.
• Off — you have taken it in your own direction. It is your workflow now, you are the author, and the people working on it are yours.

You can change your mind either way. Turning it back on puts you back in their room with everyone visible again.

Invite people from the Collab section of the workflow.