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Overview

Every workflow has a metadata panel that controls execution behavior and communication preferences. This page explains each setting and when to adjust it.

Deleting steps and triggers

Steps and triggers include a delete action in their headers so you can remove them without leaving the canvas. Use this when you need to retire a step, replace a trigger, or simplify a workflow draft.
1

Remove a step

Select the step on the canvas, then use the delete action in the step header.
2

Remove a trigger

Select the trigger card, then choose the delete action in the trigger header.
Deletes are only available when the step or trigger is selected, so click the card first if you do not see the action.

Confirmation prompts

Deleting a step, trigger, or connection always shows a confirmation dialog. This prevents accidental removal and gives you a final chance to review the change before it applies.
If you confirm a delete, the change is immediate and saved with the rest of your draft edits.

Deleting connections

Connections (edges) can be removed directly from the canvas. This is useful when rerouting workflow logic or cleaning up unused paths.
1

Select the connection

Click the connection line to highlight it.
2

Delete the connection

Use the delete control that appears on the connection and confirm the prompt.

Selected connection styling

When you select a connection, it changes appearance so you can see exactly which path you are editing. The highlight includes the line and arrowhead, making it easy to distinguish the active connection from the rest of the graph.

Accessing workflow metadata

The metadata panel appears on the right side of Workflow Builder when no step is selected. To open it:
  1. Open a workflow in Workflow Builder
  2. Click anywhere on the canvas background (not on a step or trigger)
  3. The properties panel displays the workflow metadata form
Changes auto-save after a brief delay.

Use Case Name

The workflow name appears in lists, logs, execution history, and status comments. Choose a descriptive name that helps teammates understand what the workflow does at a glance. Examples:
  • “PR Code Review”
  • “Bug Triage - Backend”
  • “Spec Draft for New Features”

Workflow Timeout

The maximum time a workflow can run before Overcut terminates it automatically. This acts as a safety limit to stop execution if something goes wrong. Default: 60 minutes Range: 1 minute or more

How timeouts work

Each step in a workflow has its own timeout, and the workflow timeout covers the entire execution from start to finish. When setting the workflow timeout:
  • Estimate total runtime — add up the expected duration of all steps in your workflow
  • Add buffer time — include extra time for network delays, retries, and variable workloads
  • Set a reasonable limit — the workflow timeout catches runaway executions when individual step timeouts fail to trigger
The workflow timeout is a backstop, not a target. Most workflows should complete well before the timeout. If executions regularly approach the limit, consider breaking the workflow into smaller pieces or optimizing slow steps.
When a workflow times out, any in-progress agent sessions are terminated and the execution is marked as failed. Set timeouts generously for complex workflows that involve multiple agent interactions.

Execution Priority

Controls the order in which queued workflows execute when multiple workflows target the same resource (issue, PR, or repository). Default: 5 Range: 1–100 (lower numbers execute first)
Think of priority as “position in line”—priority 1 is first in line, priority 100 is last.

Priority guidelines

Priority rangeUse for
1–10Critical security scans, urgent incident response
11–30Code reviews, bug fixes, time-sensitive automation
31–50Standard workflows, normal automation
51–70Documentation updates, metrics collection
71–100Background analytics, cleanup tasks

How priority interacts with queuing

When multiple workflows queue for the same resource:
  1. Workflows are ordered by priority (lowest number first)
  2. Within the same priority level, workflows execute in FIFO order
  3. Only one workflow runs per resource at a time
For a deep dive into queuing, locking, and deduplication, see Workflow Execution Control.

Default LLM Model

Override the workspace-level model setting for this specific workflow. When set, all agents in the workflow use this model unless they have their own model override. Default: Inherits from workspace settings

Model selection cascade

Agents inherit their model from this priority order:
  1. Agent model — the agent’s own modelKey if configured
  2. Workflow default — the value set here in workflow metadata
  3. Workspace default — configured in Workspace Settings
  4. System default — Overcut’s managed default model
Use this setting to test workflows with different models without changing workspace defaults. For example, set a faster model for high-volume automation or a more capable model for complex analysis.
For an end-to-end walkthrough, see the Default Model Configuration quick start.

Status Update Method

Controls how Overcut posts progress comments to pull requests and tickets during workflow execution.

Options

Comment Per Execution

Creates a new comment for each workflow run. Each execution gets its own acknowledgment, progress updates, and final status.

Reuse Existing Comment

Keeps status updates in a single thread. Overcut edits the most recent reusable comment instead of creating new ones.

Static Comment

Posts one opening acknowledgment and later edits the same comment with the final summary — no incremental progress updates in between.

Choosing a method

Workflow patternRecommended methodWhy
High-frequency automation (multiple runs per hour)Reuse Existing CommentPrevents notification overload
Audit trail needed for each runComment Per ExecutionEach execution has its own linkable comment
Low-volume workflowsComment Per ExecutionDiscrete updates are clearer
Workflows where mid-run progress is not valuableStatic CommentKeeps threads tidy while confirming start and completion
When in doubt, start with Comment Per Execution during testing. Switch to Reuse Existing Comment or Static Comment once the workflow stabilizes and you want to reduce notification traffic.

Provider compatibility

ProviderReuse supportStatic Comment support
GitHub✅ Full support✅ Full support
Bitbucket✅ Full support✅ Full support
GitLab✅ Full support✅ Full support
Azure DevOps⚠️ PRs supported; tickets fall back to Comment Per Execution✅ Full support
Jira✅ Full support✅ Full support
Deleting the managed comment removes the marker. The next run creates a new reusable thread.

Reducing notification noise

Some providers (GitHub, Jira, etc.) send an email or in-app notification every time a comment is posted or edited on a PR or issue. In workflows that produce several progress updates per run, this can flood inboxes and Slack channels. Static Comment is the most effective way to limit notifications — the provider only fires two: one when the opening comment is created and one when the final summary edit lands. Reuse Existing Comment also helps because edits typically generate fewer notifications than new comments, but behavior varies by provider. If notification volume is a concern, start with Static Comment for any workflow where you don’t need mid-run visibility.

Draft Indicators

When a workflow has unpublished changes, two visual cues help you stay aware:
  • Workspace header chip — appears beside the workspace name when any workflow has a draft. Shows the count of affected workflows and links to the Unpublished Changes review page. See Workflow Versioning — Finding unpublished changes for details.
  • Builder banner — inside Workflow Builder, a banner reminds you that you are editing a draft. It includes Publish and Discard actions so you can commit or revert without leaving the editor.
Automated executions (triggers and schedules) always use the latest published version. Manual runs can optionally target the working draft — see Manual executions and drafts.