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Product: Sola Version: V.2.1 Updated: 1/16/2026
In this section, we'll guide you through the initial steps to get started with our platform.
The Sola Dashboard is an online portal through which you can build, run, and manage workflows.
To access the dashboard, we currently support:
The dashboard serves as the central hub where you can view all of the workflows you have created. Here's an overview of what you can find in each tab:
Workflows: Any workflows you have imported will be listed on this page. You may also import workflows after recording by clicking on the blue button + IMPORT WORKFLOW in the upper right-hand corner.
<aside> 💡 All workflows you import or edit are saved to your profile. If you log out or switch devices or browsers, you'll be redirected to the dashboard once you log back in!
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Executions: View a record of all workflow runs (“executions”) and their status (e.g., queued, running, success, failed). You can also search for specific executions based on various filters (e.g., name, owner, status) and click into any execution to view more detailed information.
Orchestration: Configure how much processing capacity each workflow is allowed to consume by setting a limit on the number of virtual machines that can execute it concurrently. This helps balance resource distribution across workflows and allows you to prioritize workflows within the execution queue, which processes tasks in chronological order by default unless capacity is constrained by other workflows.
Members: The Members tab lists all users/accounts associated with a specific organization and their assigned roles. Based on their role, users have varying levels of permissions that determine which actions they can perform on the platform.
Integrations: Here, you can find out the integrations available on Sola. Sola offers a set of common integrations (e.g., email, Salesforce, etc.) that can make it easier to move data into and out of your workflows. Please note that integrations are only available on certain plans.
Shared Variables: Store variables (e.g., credentials) that are used across multiple workflows. Updating a shared variable automatically updates its value in all workflows where it gets referenced.
API Keys: Create and manage secret API Keys for secure workflow executions. Each account can have up to 5 API keys at a time, each with its own set of scopes (refer to the APIs page for more details).
Help and resources: Provides links to platform documentation and API documentation, and to download the Sola extension from the Chrome Web Store! Additionally, provides a contact form to submit questions or suggestions to our support team. (You can always message the Sola team directly!)
The Sola extension allows users to record on-screen workflows to upload to the Sola platform for automation.
Visit the Chrome Web Store to download our extension here.
Click on the Puzzle icon to the right of your browser’s address bar and toggle the pin icon next to the Sola extension to ensure easy access!
🎊🎉 Congratulations, you are now ready to start using Sola! 🎊🎉
If you’re having trouble installing the extension, please confirm your laptop and browser have the minimum system requirements described above.
If your system does not meet the requirements listed above, please open a thread 🧵 on our shared Slack channel, and we’ll help you as soon as possible!
We will create two joint Slack channels with your team.
You can also reach support via email at [email protected].
<aside> 🚨 Please don’t hesitate to message us with any questions or issues you encounter Our team is available from 8:00 AM to 8:00 PM EST.
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