Changelog

• Live browser view in the Activity log. When a workflow runs a browser step, you can now watch exactly what the browser is doing in real time — without leaving the Activity log. A read-only live viewport appears automatically while the step is in progress, right alongside the existing Cancel button for the run.

• The live view never gets in the way of your workflow. If the viewport connection is slow, times out, or can't be established for any reason, your browser step keeps running normally. The live view is purely observational and has no effect on whether the step succeeds or fails.
• Cancellation still works as expected. If you cancel the run while a browser step is active, the browser session stops promptly — even if the live view is still connecting.

• Workflows that were deployed before this update will continue to work as usual; they simply won't show the live viewport in the Activity log.

Fixes

• Pipedream file transfers now work reliably. Files generated or updated by your workflows are correctly handed off to Pipedream integration steps, so automated uploads and downloads no longer fail mid-run.
• Fixed an issue where file references could be lost between workflow steps, causing transfer actions to silently do nothing.
• File attachments now keep their original names through the whole transfer process.

New

• Revamped sharing UI — Workflow sharing has a cleaner, redesigned look with clearer controls for copy-sharing and previewing shared workflows.
• SAP Business One integration — You can now connect workflows to SAP Business One to look up customers, browse items, and create or update sales orders directly from Trelium.
• Unread chat indicators — Conversations now stay marked as unread until you've seen the agent's latest reply, so it's easy to spot which chats are waiting for your attention.

Improvements

• Draft preserved on send failure — If a message fails to send or you go offline, your typed draft and any attachments are kept so you don't lose your work.
• Continue button after long responses — When the agent reaches its response limit mid-task, a "Continue" button appears so you can pick up right where it left off.
• Faster workflow and chat history search — Search results load more quickly thanks to smarter request handling and caching.
• Single "workflow ready" notification — You'll now see just one notification when a new workflow finishes building, instead of duplicate alerts.
• Faster Jobs analytics — The Jobs page loads analytics data more quickly with safer background caching.
• Better agent debugging — When reviewing a workflow run, the agent can now access the full run data it needs to help you diagnose issues.

Fixes

• Accurate activity durations — Time spent on idle/sleep steps is no longer counted toward an activity's active duration, so timing figures are more meaningful.
• Conversations survive folder deletion — Deleting a chat folder now removes only the folder; all conversations inside are preserved.
• Chat History counts and empty states — The Chat History sidebar now correctly shows all conversations at the root level, with accurate folder counts and proper empty-state messages.
• Large PDF attachments handled safely — Attaching a very large PDF to a chat no longer causes problems; oversized files are handled gracefully before they can affect the agent's context.

New

• Saved credentials for browser automations. When a workflow hits a login page, Trelium now asks you to fill in the site's fields once — username, password, and any two-factor code — right beside the conversation. Your details are stored securely in a private vault and never appear in chat transcripts, run logs, or session replays.
• Automatic sign-in on future runs. Once a connection has stored credentials, Trelium signs itself in automatically when a session lapses — so your workflows keep running without interrupting you for a password.
• Two-factor authentication support. You can save a TOTP second factor as a plain secret key, an otpauth:// link, or a QR image. Trelium derives the current code locally and shows it before submitting, so you can verify it matches your own authenticator app before anything is saved.
• Safe credential updates. When you update a stored password, Trelium proves the new one works against the real site before replacing the old one. A typo cannot lock you out — running workflows keep using the previous credentials until the new ones have successfully signed in.

Improvements

• Automatic lockout protection. Two consecutive sign-in failures lock the connection so Trelium stops retrying and cannot trigger a site-side lockout. You unlock it manually when you're ready to supply new details.
• Stale credentials are cleaned up automatically. If a site starts rejecting a saved password, that credential is removed and counted as a failure rather than retried on every subsequent run.
• Secrets are scrubbed everywhere. Credential values are stripped from logs, audit records, and session replays as a safety net — regardless of field name or casing style. A redacted entry in a log means a secret reached somewhere it should not have.

Fixes

• Sites that use CAPTCHAs or non-standard login flows are now reported as unable to be automated, rather than silently failing later. A session created by signing in manually cannot renew itself, so Trelium now tells you upfront when a site cannot be reliably automated.

Fixes

• When you cancel a workflow run, any steps that were still in progress now correctly show as cancelled — they no longer stay frozen in a running-looking state after the run stops.

New

• Display Options for your workflow list — A new "Display options" menu in the workspace toolbar lets you switch between board and list layouts, choose how to sort your workflows (by recent activity, last edited, or date created), and pick which details appear on each workflow card (status, last updated, connected apps, and folder).

Fixes

• The "Require approval for workflow changes" preference in Settings is restored. You can once again turn on or off the setting that asks for your approval before the agent makes changes to a workflow.
• Workflow deployments are now more reliable when the approval service takes a moment to warm up — requests that previously timed out too quickly will now succeed.

Fixes

• On the Usage page, the Workflows and Chat cards now each display their own credit totals and activity chart. Previously, both cards showed the combined total across all surfaces, making it harder to see at a glance how much each one was spending.

Fixes

• Workflow runs recorded by older versions of the workflow SDK now show up correctly on the Usage page — they display the workflow's name and are grouped under that workflow, just like runs from newer versions.

Improvements

• On the Usage page, expanding a workflow now shows its steps grouped by individual run — each group displays the run date and total credits used, making it much easier to see exactly what happened in each execution instead of scrolling through one long mixed list.

Improvements

• The Usage page now displays the real name of each chat and each workflow instead of "Untitled chat" or abbreviated slug identifiers, making it easier to spot exactly which chats and workflows are consuming credits.
• Hovering over a bar in the usage chart now shows the full date for that period, so you always know precisely which day or range you're looking at.
• Time-range labels across the Usage page now read "in the last 24 hours", "in the last 7 days", or "in the last 30 days" for clearer at-a-glance context.

New

• Preferences tab in Settings — a new Preferences section is now available in your account settings, giving you control over how the agent behaves while it works.
• Opt-in approval for workflow changes — you can now require the agent to pause and ask for your approval before editing existing workflow code. Toggle "Require approval for workflow changes" on from the Preferences tab to enable it.

Improvements

• The approval gate is off by default, so unattended and automated runs continue working without interruption. Only turn it on when you want a manual review step before the agent modifies your existing workflows.
• When the setting is on, the agent will still create brand-new workflow files freely — approval is only asked for changes to files that already exist.

New

• Browser workflow file workspace. Workflows that use managed browser automation can now exchange files with those browser tasks through a shared workspace. You can attach input files a browser task should use, and the task can write result files that your workflow retrieves when it finishes. Input files live in a dedicated upload area; results are kept separately in an isolated output area, so the two never mix.
• Files move directly between your workflow deployment and storage — they do not pass through Trelium servers — keeping transfers fast and your data private.
• Every uploaded file gets a unique name automatically, so uploads never accidentally overwrite an existing file.

Improvements

• When building a browser workflow, the Trelium AI assistant can now stage input files, browse the workspace, and inspect outputs as it helps you design the workflow — making it easier to build automations that depend on file data.
• If a browser task finishes without producing its expected output files, the run automatically retries in a fresh browser session rather than failing silently.
• Workflows that declare exactly how many output files to expect are verified against that count; a run producing more files than expected is flagged rather than silently accepted.

New

• In-app support chat — You can now reach the Trelium team without leaving the app. A chat launcher appears in the bottom-right corner of your workspace whenever you're signed in. Use it to ask questions, report issues, or get help — your message lands directly with the Trelium support team.

New

• Canvas-first workflow building — When you build or configure a workflow, the visual canvas is now the starting point. The canvas stays visible throughout the build process, so you always have a clear picture of your workflow as it takes shape.
• Per-user activity panel — Admins can now open a detailed activity timeline for any user, making it easier to review recent actions and troubleshoot issues without digging through logs.

Improvements

• Gmail triggers are more reliable — Gmail-connected triggers now use a managed polling approach under the hood, resulting in more consistent and predictable email-trigger behaviour with less chance of missed events.

Fixes

• Workflow metadata stays human-readable — Syncing workflow metadata no longer produces technical, step-by-step instructions in the output. Descriptions are now written in plain language, as they should be.
• Billing data protection tightened — An additional layer of access control has been applied to billing records, ensuring that sensitive billing information is only accessible to the right people.

New

• Syncore integration — Trelium can now connect to Syncore (by Facilisgroup). Workflows can look up contacts, suppliers, commission codes, jobs, sales orders, and purchase orders, as well as create and update them, move them through status transitions, add line items, and record payments — covering the full range of everyday Syncore activity.

Fixes

• Navigating between chats no longer briefly flashes a blank page; a proper loading state is shown while the next conversation opens.

Improvements

• Remember your view preference — Your choice of list or grid view in the workspace is now saved, so you always come back to the layout you prefer.
• Workspace filters are remembered — Filters you apply to the workspace are now persisted, so you pick up right where you left off.

Fixes

• Chat state preserved when switching tabs — Switching between workspace tabs no longer resets your active conversation or loses answers you've already typed.
• New chat setup continues across tabs — Starting a new chat and then switching tabs no longer interrupts the setup process; it completes reliably in the background.
• Workflow activity loads correctly — The activity timeline for a workflow now consistently shows the right run history instead of pulling from the wrong source.
• Workspace pages load independently — Opening a workspace page no longer stalls or flickers due to background environment updates.
• Folder list no longer blocks the workspace — Loading your folder tree no longer delays the rest of the workspace from appearing.
• In-flight message restored after stopping — If you stop the agent while a message is being processed, that message is correctly restored to the input so you can resume or edit it.

New

• Stacked run cards — Recurring workflow runs are now grouped into a single collapsed card. Click or hover to expand and see every individual run, or use "View all" to browse the full list at a glance.

Fixes

• Workflow tabs (such as Steps, Settings, and Logs) now stay visible and accessible while a browser automation task is running, so you can navigate freely without losing your place.
• When deleting a workflow fails, you can now dismiss the error message and try again — it no longer gets stuck on screen.

New

• ShopWorks customer and product lookup. When building workflows that connect to ShopWorks, Trelium can now search for a customer by name and find the right account automatically — no need to know the internal customer ID upfront. It can also search the ShopWorks product catalog by style name or part text to confirm items exist and pull in accurate details before placing an order. These lookups are available to the AI workflow builder when designing or running ShopWorks-connected automations.

New

• Browser automation, built in. Trelium can now open and control a real web browser on your behalf. Your workflows can browse websites, fill forms, click through multi-step flows, and extract information, all from within Trelium.

Improvements

• Usage attribution for the Workflow Dev Kit — workflows triggered via the Workflow Dev Kit are now automatically identified and attributed in your usage reports, so you can see exactly where credits are being spent.
• Zero-credit events are now retained — activity that consumed no credits is no longer silently dropped, giving you a complete picture of workflow and agent runs in your usage history.
• Per-step credit totals in Settings — the usage log in Settings now shows credit totals broken down by individual workflow step, making it easier to spot which steps are driving your usage.

New

• Unified workflow builder — workflow details, chat and canvas now live in one workspace. Switch between views with a single selector instead of navigating across separate screens.

Fixes

• Navigation within the workflow builder now stays consistent when switching between workspaces or returning to an empty workspace.

New

• Invoice and credit lookups for PromoStandards suppliers. Your workflows can now pull invoice and credit-memo records from PromoStandards suppliers. Search by purchase order number, invoice number, or date — invoices and credit memos come back together in a single lookup, so you always get the full picture in one step.

Improvements

• Complete tracking details for split shipments. When an order ships in multiple batches across different days, Trelium now surfaces every tracking number in the order — each one paired with its ship date and carrier. Previously, split shipments could appear as a single tracking entry, making it hard to follow individual packages.

Fixes

• Workspace UI chat and workflows are coupled correctly. App loads the chats associated with workflows correctly

New

• Workspaces screen — A dedicated Workspaces view now organises all your workflows and folders in one place. Browse items in a grid or list, move them into folders from the actions menu, share directly from the screen, and use the restructured sidebar to navigate quickly.

Improvements

• Some workflows that previously appeared without details now correctly load their full metadata.
• The workflow builder's NetSuite guidance has been tightened so it stays focused and gives more relevant suggestions for NetSuite tasks.

Fixes

• If you were typing a message when a workflow run was interrupted, your draft text is now restored so you don't have to retype it.
• Workflows can now be opened directly from the Jobs run drawer, so you can jump straight to the workflow without extra navigation.

New

• Share workflows as independent copies. You can now generate a shareable link for any workflow you own. Recipients can review what the automation does and import their own independent copy—separate from your original, with no access to your workflows, secrets, private resources, or customer data. Team access through direct sharing continues to work as before.
• Guided setup on import. When someone imports a shared workflow, Trelium walks them through connecting their own accounts, configuring private credentials, Knowledge Base sources, webhooks, and completing any other required setup before the workflow goes live. Nothing is carried over from your environment.
• Plain-language import summary. After an import completes, Trelium provides a clear, human-readable explanation of what was set up, what still needs attention, and what the workflow will do—without technical jargon.
• Approval-gated sharing. Before a share link is published, Trelium reviews the workflow bundle to ensure private values, credentials, Knowledge Base content, and customer data are never included.

New

• Platform outage warnings — Trelium now monitors the health of GitHub and Vercel in real time. If either service experiences an outage or degraded performance, a banner appears at the top of the app letting you know which component is affected and that workspace setup or deployments may be delayed. Warnings clear automatically once the provider recovers.

Improvements

• Jobs page loads faster and remembers your filters. The Jobs list now only fetches the columns you're viewing, so it appears more quickly. When you navigate away and return, your active filters are restored exactly as you left them.
• Workflow builder correctly identifies which connected account to use. When building a workflow that connects to an app like Gmail or Slack, the builder now pinpoints the exact account you've linked — and asks you to choose if you have more than one — before generating any code. This prevents workflows from accidentally targeting the wrong account.
• More reliable Excel and pivot-table workflows. The workflow builder follows a clearer step-by-step process when working with Excel files: it identifies what the workbook needs to do, decides whether to use a cloud API or process the file locally, and validates the output before finishing. Pivot tables are now routed correctly — refreshing existing pivots through the cloud API where possible, and only rebuilding them locally when truly necessary.
• Improved sandbox stability. Under the hood, the team added detailed monitoring for how workflow sandboxes start, recover, and shut down. Most issues will now be caught and resolved faster, with less impact on your active tasks.

New

• PromoStandards is now available as a connection. You can connect Trelium to PromoStandards services and build workflows that look up distributor accounts, check order status, and retrieve shipment and tracking notifications.

New

• Workflows can now read images. When a workflow receives image attachments — such as scanned forms, receipts, delivery photos, screenshots, or handwritten documents — it can extract and use the content automatically.

Fixes

• Redeploying a workflow now correctly deactivates any previously active triggers, preventing stale or duplicate automations from running in the background.

Improvements

• More reliable agent sessions when your connection drops. Trelium now detects when your browser goes offline, your tab becomes inactive, or a response stream stalls unexpectedly — and automatically reconnects your agent session so work can continue without you needing to refresh or restart.
• Agent reconnects now carry full context from the interrupted session, so the agent picks up exactly where it left off rather than starting a new conversation.

New

• Type ahead while the AI responds. You can now send your next message while a workflow is still running or the AI is still replying — your message queues automatically and is sent the moment the response finishes.

Improvements

• More reliable ShopVox and NetSuite automations. The workflow builder handles errors more gracefully when working with ShopVox orders and NetSuite records — it now self-corrects mid-run instead of failing the whole step.

Fixes

• Activity page now shows all recent runs. Recent workflow and job runs that were missing from the Activity view are now correctly listed, including runs loaded as you scroll.

New

• Skill picker in chat — A new skill selector sits right next to the chat input. Click it to open a menu of available skills (such as Investigate Workflow Run or Excel Processing) and pick one before sending your message.
• Slash-command shortcut — You can also type / directly in the chat box to bring up the same skill menu inline. The slash itself is removed from your message text once you make a selection, so your message stays clean.
• Skill badge on sent messages — When you send a message with a skill applied, the skill name is shown as a badge on that message so it's always clear which capability was used.

New

• Workflow cost tracking: Your usage dashboard now shows the AI and processing costs for each workflow run, broken down by type, making it easier to understand where credits are being spent across your automations.

Improvements

• Job cards now show what a workflow is waiting for: When a workflow is running and listening for an incoming event or webhook, its card in the Jobs view displays a live status, including which event it's expecting and, once received, a summary of what arrived. You no longer need to open a run to know whether a trigger has fired.
• Activity and jobs views are faster and more stable: The workflow activity feed and jobs list load quicker, refresh more smoothly, and no longer flicker or duplicate entries while polling for updates.
• Wake up sleeping jobs more easily: The "Wake now" button is now more prominent on the Jobs board, inside the run detail drawer, and in the workflow Activity list, so you can resume a sleeping job without hunting for the option.
• Smoother chat reconnects: If your connection drops or times out mid-response, the AI message now picks up right where it left off instead of flashing blank and replaying from the start.
• Scroll-to-latest button in chat: The button that jumps you to the newest message in a task chat is now labelled clearly, making it easier to spot when you've scrolled up to review earlier messages.
• Cleaner running-workflow indicators in the sidebar: Active workflows now display a consistent activity indicator in the sidebar. The old redundant status label has been removed, leaving a cleaner, less cluttered navigation experience.

Fixes

• Chat now stays in sync as messages arrive: When you're reading a conversation and new messages come in, the chat window now reliably follows along to the latest message instead of losing its position. Jumping to your most recent message also ensures it's fully visible in the window.

Fixes

• NetSuite connection now saves your account correctly. When connecting NetSuite using Token-Based Authentication (TBA), your Account ID could previously be saved incorrectly due to a timing issue in the connection flow. This caused your NetSuite connection to appear unreachable — even though your credentials were valid — and any workflows using it would fail. The connection flow has been reworked so your Account ID is always captured reliably at the moment you connect.

Already affected? If your NetSuite connection was set up before this fix and is showing as unreachable, simply disconnect and reconnect through the NetSuite connection page to repair it.

New

• You can now type /investigate-workflow-run in the chat to instantly kick off a deep investigation into a workflow that's failing or behaving unexpectedly — no need to describe the task manually.

Improvements

• (New) workflows that send Slack messages now display Trelium's sender name and branding by default.
• The workflow assistant is now significantly better at building NetSuite integrations — including record reads and writes, custom field discovery, item handling, and complex operations like converting Purchase Orders to Sales Orders.

New

• Excel pivot tables in workflows — The workflow builder can now generate real, interactive Excel pivot tables in your workflows.

Improvements

• Run timer pauses while waiting for your input — The elapsed-time counter on a running task now stops when the agent is waiting for your reply, so the displayed time more accurately reflects how long the agent was actually working.
• Input requests survive page reloads. When a running task pauses to ask you a question or prompt for a choice, that request is now saved. If you refresh the page or navigate away and come back, the question is still waiting for you — no more lost prompts or tasks silently stalling in the background.

Fixes

• Sandbox stability improvements — Internal changes to how the workflow execution sandbox loads its runtime components reduce the risk of unexpected crashes during workflow runs.
• Deleting a workflow through the AI assistant now reliably removes it from your workspace — no more stale workflows appearing after deletion.
• More reliable connection status for new accounts. Trelium now correctly recognises when you haven't connected any third-party apps yet, instead of treating it as an error. Connection indicators, broken-connection warnings in workflows, and in-workflow app actions all handle this case cleanly — so you won't see misleading error states simply because an integration hasn't been set up yet.
• Slack connection reliability — Trelium now consistently uses Slack's current integration across all parts of the product. Workflows that send Slack messages, workflow templates that include Slack steps, and the AI workflow builder will all correctly identify and connect your Slack account without mismatches or unexpected failures.

New

• Excel support for your AI agent. Added an Excel skill so the agent can build workflows that handle real-world spreadsheets more reliably. It can read and clean messy Excel data, handle dates, formulas, blank cells, and convert rows into business records. It also supports creating or updating styled workbooks, templates, formulas, and large exports reducing spreadsheet errors. Today, we support “pivot-style” summaries by calculating grouped totals in the workflow and writing them back as normal Excel tables. We are working on supporting native Excel pivot tables, we are planning to make it go live next week.

Improvements

• Faster Jobs board. The Jobs dashboard now loads its initial view quicker, so you spend less time waiting and more time tracking work.

Fixes

• Knowledge source errors are handled gracefully. If a connected knowledge source fails to load, you'll now see a clear, specific error message instead of a broken or blank state.
• Cleaner task question flow. The Back button no longer appears on the very first question or when there's only a single question — reducing visual clutter during guided task setup.
• Improved session stability. Trelium now correctly detects when a background sandbox has stopped and avoids trying to reuse it, preventing tasks from getting stuck in a bad state.

Improvements

• Agent runtime is now fully stable. The underlying agent that powers your workflow runs has graduated from pre-release to its stable version, making run behaviour more consistent and reliable across all workflows.

Fixes

• "Continue" now reliably resumes your agent. Clicking Continue in the chat correctly picks up the agent's work where it left off, rather than sending the word "Continue" as a new message.
• Chat scrolls to the latest message automatically. When the agent asks for your input or updates its status, the chat window now jumps to the bottom so you never miss an approval prompt.
• Chat no longer freezes while the agent is responding. Fixed a bug where the chat could get stuck in a loop and stop updating during a streaming response.

New

• The workflow builder agent can now diagnose problems in your workflows better. If a run goes wrong, ask the agent to debug it and it will investigate run history and surface what went wrong.

Improvements

• Deleting a workflow now fully cleans it up. Previously, deleted workflows could leave behind hidden records; they are now removed completely.
• Workflow runs start more reliably thanks to improvements to how execution is controlled under the hood.
• Knowledge base searches are noticeably faster and more responsive. Try it by going to Knowledge Base > Chat
• Workflow notification emails now display times in your local timezone instead of a fixed one.

Fixes

• Fixed a bug where the elapsed-time counter in chat would get stuck in a continuous update loop.
• Chat sessions now connect to their sandbox more reliably, reducing cases where a chat would fail to get a response.

New

• Fresh chat for every new workflow. Agent nudges users to start a new conversation when creating a second workflow, keeping the UX clean and preventing errors.

Improvements

• "Shared with you" folder in the sidebar. Workflows that teammates have shared with you now appear in a dedicated folder at the top of your sidebar, so received shares are easy to find without scrolling through your own workflows.
• Clearer sharing indicators. The workflow header now shows a "Shared to" badge when you're viewing a workflow someone shared with you. Owners see a share count on the share button so it's clear at a glance how many people have access.
• Connections and Knowledge in one place. Knowledge source permissions are now managed alongside your Connections, so you only need to go to one place to grant or review access to your apps and data sources.
• Clearer Knowledge scan errors. When a website fails to scan in Knowledge, the affected source now shows a clear error indicator so you know exactly which source needs attention without digging through logs.