Workflows

A workflow is a helper that runs again and again. On each run, Atlas:

1. Looks. It calls the market tools you picked (quotes, the options chain, gamma, flow, charts, and more).
2. Decides. It reads that data, follows your written rules, and makes a choice.
3. Acts. If the choice is to trade, it places the order with your broker (or sends you the plan, in Draft mode).

What starts a run

A workflow runs from one of two things:

• A schedule, like every weekday at 9:45 in the morning.
• An alert you attach. The workflow runs when the alert goes off.

You can also press Run now anytime in the dashboard.

How it exits a trade

You set the exit: how much to risk (stop loss) and where to take profit. Atlas also has a scale out ladder, where you sell in stages at more than one target, each with its own trailing stop. See Exits and the scale out ladder.

Sharing and copies

Workflows can be shared. When you import someone's workflow (or your own template), you get a linked copy:

• The copy follows the author's setup. When the author makes it better, your copy updates too (if you keep auto updates on), or it shows a "behind, apply updates" note.
• Some settings are yours and the author never changes them: the name, the size, the stop loss and take profit, the broker, the alert, who can see it, the daily limit, and your message settings.
• Change something deeper, like the rules, the tools, or the core exit, and your copy becomes your own separate workflow.

Its life

• On workflows run on their schedule or alert. Off ones do not.
• Hitting your daily trade limit pauses it until the next trading day.
• If you pause a shared workflow you made, everyone's copies pause too. Turning it back on brings them back.

Manage them in the Workflows tab.