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 kind of workflow

The Basics step asks what the workflow is for, and that decides how it acts at the end of a run:

• Trading places the trade card with your broker.
• Draft sends the trade as a play for you (or your followers) to take.
• Alert creator, task creator and signal creator make those things.
• Analysis is the one with no trade card. It reads the tools you picked, thinks, and writes up what it found. If you want it to do something with that conclusion, you give it Output tools: the tools it calls after it has decided, such as posting a play, setting an alert, messaging you, or acting on one of your own connected servers.

The Output step is for Analysis workflows only. Trading, Draft and creator workflows already act through their trade card, play or creation, so the step is not offered on them and any output tools they carry are ignored.

To get the most out of an Analysis workflow:

• Pick the Input data tools as lookups: the things it must read to decide.
• Write the reasoning so it ends in a decision, never "check with me first". Nobody is there on a scheduled run, and an analysis run is never "no action": the write-up is the result.
• Give it only the Output tools the reasoning actually asks for. Leave Output empty for a plain write-up. No broker is needed unless an Output tool places something.
• Your own connected servers (Connect → MCP Servers) count as tools too, for Input data and for Output. For an agent building the workflow for you, the Search-Tools tool lists every tool in one place, Atlas's and your servers', with the exact id to use.

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.