The PlaidCloud Mobile App

The PlaidCloud app lets you run and monitor your workflows away from your desk. You can browse your projects, start a workflow or stop one that’s running, see the state of each of its steps, and look back through its run history.

The app is a companion to PlaidCloud in your browser, not a separate product. You build workflows, tables and dashboards on the web; the app is for keeping them running.

Before You Start

An existing PlaidCloud workspace and an account in it. The app has no sign-up — your workspace administrator adds you to the workspace on the web, as usual.
Your workspace name. It’s the first part of the address you use in the browser: for acme.plaid.cloud, the workspace name is acme.
A supported device:

Device	Minimum version
iPhone and iPad	iOS or iPadOS 15.1
Android phone or tablet	Android 7.0

Install the App

Search for PlaidCloud in your device’s app store, or open the listing directly:

iPhone and iPad: PlaidCloud on the App Store
Android: PlaidCloud on Google Play

The app is free.

Open the app. The first screen asks for your Workspace.
Type your workspace name, such as acme, and tap Continue. On iPhone and iPad you can also paste the whole workspace address, such as https://acme.plaid.cloud/ — the app keeps only the workspace name.
Your workspace’s sign-in page opens. It’s the same page you see in the browser, so sign in the way you normally do — with your password and multi-factor code, or with your organization’s single sign-on if your workspace uses it.
When sign-in completes, you’re returned to the app.

You stay signed in between sessions; the app renews your sign-in in the background. Your credentials are entered only on your workspace’s own sign-in page, never in the app itself. The app signs in with OpenID Connect and PKCE against your workspace, and keeps the resulting tokens in your device’s secure storage.

If sign-in doesn’t start, or the app reports that there’s no workspace by that name, check the spelling of the workspace name against the address you use in the browser.

Find a Workflow

The Projects tab lists the projects you have access to, with each project’s description. Pull down on the list to refresh it.

Tap a project to see its workflows, grouped by folder. Each workflow shows its current state — such as Running, Queued, Paused, Done, Error or Stopped — its description, and when its last run ended. Use Search workflows at the top to filter the list by workflow name or description.

On iPhone and iPad, the app also opens on a Home tab. Needs Attention lists workflows whose last run failed, with the error message, and Recent lists the projects you’ve used most recently. Tap either to go straight to it.

Run and Monitor a Workflow

Tap a workflow to open it. The top of the screen shows its state and a Status panel with when the current or last run Started and Ended, its Duration, and its latest Message. If the workflow is in error, the error message is shown in red. While a workflow is running or queued, the screen keeps its state up to date on its own.

The controls at the bottom change with the workflow’s state:

Workflow state	Controls
Running or queued	Pause, Stop
Anything else	Run, Resume

Run starts the workflow from the beginning.
Pause holds a running workflow; Resume continues it from where it stopped. Resume is also how you continue a workflow after fixing the step that failed.
Stop ends the run.

Each control asks you to confirm before it acts — for example, Run this workflow?

Below the controls, Configuration shows whether the workflow is enabled and locked and how it handles errors, and Details shows its folder and who last updated it.

View a Workflow’s Steps

Tap Steps on a workflow to see every step with its state, its type and its latest message. A step that won’t run shows a Disabled badge, and a step that runs a nested workflow shows a Sub-workflow badge.

How the list is laid out depends on the kind of workflow:

A workflow built as a graph shows its steps in run order, with lines on the left that trace which steps feed which, including steps that run side by side.
A workflow built as a list of steps shows them in order, with the folder each step sits in.

Look Back at Past Runs

Tap Run history on a workflow to see its recent runs. Each run shows when it started, how it finished, how long it took and how many steps it ran.

On iPhone and iPad, tap a run to see any step errors it raised and the last 200 lines of its log, each with its time, level and step.

Edit Names, Descriptions and Settings

You can make small changes without going back to a computer:

On a project or workflow, tap Edit at the top of the screen.
On a step, tap the step in the Steps list.

The Edit sheet lets you change the Name and Description, and turn Enabled and Locked on or off. Tap Save to apply your changes or Cancel to discard them. Anything more — changing a step’s settings, adding steps, or rearranging a workflow — is done in PlaidCloud on the web.

Switch Workspace or Sign Out

Open the Settings tab. Current workspace shows the workspace you’re signed in to.

Switch workspace signs you out of the current workspace and takes you back to the Workspace screen to sign in to another.
Sign out signs you out of the workspace.

Both ask you to confirm first.

The Launcher — the web equivalent of the app’s Home tab
Workflows — build and configure the workflows you run from the app
Supported Browsers — using PlaidCloud in a browser on an iPad or iPhone