Find and review strategies
Browse your strategies, understand versions, and inspect the source you can access.
A strategy describes an automation. A run setup, also called a strategy preset, saves your selected inputs for that strategy. A run is an execution of that setup.
Open Strategies to browse the strategies available to your account.
Search and filter
- Search by strategy name.
- Use Filter to choose Mine, Shared, or Public, or narrow by owner.
- Choose Apply.
- Check the name, strategy ID, owner, description, and displayed version before selecting it.
Owner search uses a full user ID. A shortened owner ID on screen is only a display convenience.
Shared means another user granted you access. Public means the strategy is available through public discovery. Neither label transfers ownership of the strategy or its author's private resources.
Open the review
Select the row or its View action. Source review is available only when your account has the required source access. A shared strategy can be runnable even when its source detail is unavailable to you.
Where available, use the Runbook and Flow views to inspect the strategy. Review selections can show Current or an exact saved source context. Arranging a review canvas changes its presentation; strategy authoring is performed through MCP.
Understand the version you are using
| Term | Meaning |
|---|---|
| Current version | The latest saved strategy source reported by Titan |
| Release | An explicit, fixed version made available for use or sharing |
| Saved run setup | Your choices of strategy context and required inputs |
| Run history | What a particular execution actually used and did |
Changing a strategy's current source does not automatically change an existing saved setup or release. Have your assistant verify the exact release and setup version before starting important work.
No saved version or No available release requires preparation through MCP; the browser does not create a missing release for you.
Manage or run a strategy
The list exposes permitted Publish, Unpublish, Share, Revoke, and Delete actions. Follow Sharing strategies for their effects.
To create or modify strategy source, follow Authoring with an assistant. To execute existing work, follow Your first automation.