Make or edit a workflow

Click New workflow (or open a card) to open the form. The steps run across the top: Basics, Schedule, Input data, Reasoning, Trades, Notify, Collab. Some steps only show when they apply: Output on a workflow that only analyses, Trades on one that trades or sends you the order, and Plays on one that sends plays. The same form is used to make and to edit. You can save from any step.

Basics: name, job, broker

On a shared workflow you can also let the people who copy it have their trades closed when you close yours. On a copy, the same box reads Let the author close this trade for me.

Schedule: when it runs

Pick how it starts: a Schedule (a set time), an Alert (when a market alert goes off), Both schedule and alert, or Manual. A schedule is picked in rows: Weekdays, Every day, Weekends or Once, the days as round chips, then Specific times (each time a box, + Add another time) or Every so often (at least 2 minutes apart). Then the timezone and a Max runs per day. Hitting the limit pauses it until the next trading day. Running it by hand is always allowed.

Manual means nothing starts it but you. No schedule, no alert: it sits there until you press Run now. If you switch back to a schedule later, the times you had are still there.

Asking you some questions first

A Manual workflow can ask you a few things before it runs. Tick Ask me some questions before it runs and write them. Press Run now and you get the form; what you fill in goes to Atlas as part of the instruction for that one run.

Each question has an answer type:

Pick one and Pick several need at least one choice. Tick Must be answered on anything the run cannot do without, and the form will not submit until it is filled in.

Submitting always stops for review, whether or not you use *Let me review each run*. You typed the inputs, so you see what they produced before anything is placed. Accept it or throw it away.

The questions travel with the workflow. Anyone who imports it is asked the same things when they run their own copy — their trades still come from your runs, as they always did.

Input data: what Atlas looks at

Pick the tools Atlas can use on each run: quotes, the options chain, gamma, flow, charts, company numbers, and more, plus the tools of any connector you added. The workflow only looks with these. It does not trade from this list (you set trading in the Trades step).

Under each tool is a box, Notes for this tool. Write a sentence or two on what Atlas should ask it for and what to pay attention to in the answer. A tool with a note is used the way you meant. One without is used on a guess.

Output: what it does at the end

Only on a workflow set to Just analyse. These are the tools it uses after it has decided: post a play, set an alert, message you, or act on one of your connectors. Each has the same Notes for this tool box: say when to use it and what to send. Leave the step empty for a plain write-up.

Reasoning: your rules

Choose Write my own and write the plan in your own words, the rules Atlas follows every run. Or choose Use one of my strategies to point it at a strategy.

Keep a journal is on this step too: Atlas writes it, I write it, or No journal. When Atlas writes it, you say what to write down and when: after every trade, after an alert goes off, after every run, or once a day, every 3 days, every week or every month. Let the journal update your instructions lets what it learns change the plan.

Trades: what it trades

First choose who names the trades: I'll name the trades (one card per stock you want traded) or Atlas picks the tickers (one card, used for every stock Atlas chooses on a run).

On a card, lock in what you want fixed and let Atlas pick the rest (each field is set to AI by default. Tap to set a fixed value):

Plays: what it posts

Only on a workflow with Send plays ticked. It works like the Trades step, but what it makes is a play posted to the community board or to one of your groups.

Notify: how it tells you

Under Send the message to, pick where each run's message goes: Discord DM, Phone notification, and Its widget in the side panel. Each is its own switch. Then, if you want, paste how it should read. Order messages show the entry and exit prices, why it exited (stopped out, take profit, AI exit, or time), and the profit or loss.

Collab: who works on it with you

Invite people onto the workflow and give each a part: change it, decide on suggested changes, manage its trades, or run and pause it. See Working on a workflow together.