How do I use Workflows in Monta Hub?

For: Operators using Monta Hub with the Admin or Manager role.

Workflows let you automate fleet-management tasks in Hub. You build a workflow once, then Monta runs it on a manual click, a recurring schedule, a one-off scheduled time, or in response to a charge point event. Use Workflows to reboot charge points in bulk, push Open Charge Point Protocol (OCPP) configuration changes, update price groups across many charging stations at once, or export fleet data on a schedule.

What can I automate with Workflows?

Each workflow has one trigger and a sequence of action steps. The available actions cover charging-station, price-group, and reporting operations:

• Reboot Charging Station — send a soft or hard reset to one or more charging stations.
• Set Station Configuration — set an OCPP configuration key on selected charging stations, with the option to keep the value across reboots.
• Update Price Group — change the kWh price on one or more price groups.
• Set Station Price Group — assign a public or roaming price group to charging stations under a team.
• Filter Charging Stations — narrow the set of charging stations that downstream steps run against.
• Split Charging Stations by Property — partition the upstream charging-station selection into matched and unmatched groups based on a property comparison.
• Export Data — run a saved data-export query and save the output to Recent exports. Available on Reports workflows only.
• Wait — pause a run for a set amount of time before continuing to the next step. Available in all workflow types.

Who can use Workflows?

Workflows is available to operator account members with the Admin or Manager role. Other roles do not see Workflows in the sidebar and cannot create, edit, run, or delete a workflow.

How do I open Workflows?

1. In the sidebar, select Workflows.

Expected result: the Workflows page opens. The header contains a toggle with two tabs — Workflows (the workflows you have saved) and Runs (every execution across all your workflows).

How do I create a workflow?

1. In the sidebar, select Workflows.
2. On the Workflows tab, select New workflow in the top right.
3. On the type picker screen, choose the type that matches what you want to automate, then select Next:
   • Charging stations — automations that act on charging stations (reboot, configuration, price group changes).
   • Price groups — automations that act on price groups.
   • Reports — scheduled data exports saved to your Recent exports.
   • Unconstrained — no restrictions; any combination of actions and targets. Use this for complex or multi-domain workflows.
   The type is permanent — you cannot change it after creating the workflow.
4. In the workflow editor, type a name in the title field at the top. The placeholder reads Untitled Workflow.
5. Select the trigger node, then choose the trigger type and complete its Configuration fields.
6. Select the + button under the trigger node, then select the action you want from the popover.
7. Select the new action node and complete its Target and Configuration tabs.
8. Add more action nodes if needed, each connected under the previous step.
9. Select Create Workflow in the top right.

Expected result: the workflow is saved and the editor switches to the saved view. From this point, the primary button changes to Save Changes and is only enabled when you have unsaved changes.

How do I set the trigger?

1. In the workflow editor, select the trigger node at the top of the canvas. The properties panel opens on the right.
2. Under Trigger Type, choose one option:

• Manual — run this workflow yourself, whenever you need it.
• Recurring — runs on a repeating schedule. Enter a cron expression and select a timezone.
• Scheduled — runs once at a specific date and time. Select a date, time, and timezone.
• Event — runs automatically when a charge point event occurs.

1. Complete the fields under Configuration. For Recurring and Scheduled triggers, the timezone defaults to your browser timezone.

Expected result: the trigger node updates to show the selected trigger type and its summary. The node shows an incomplete indicator until every required field is filled in.

Event trigger — additional configuration

When you select Event, choose the event that starts the workflow from the dropdown:

• Charge point created — fires when a new charge point is added to your operator.
• Charge point updated — fires when any change is made to a charge point (except energy-counter updates).
• Charge point deleted — fires when a charge point is removed.
• Charge point state changed — fires when a charge point or connector reports a new OCPP status or error code. Selecting this event reveals two additional required fields:
  • Status — the status that fires the trigger. Choose Any status to match all statuses, or pick one: Available, Preparing, Charging, Paused (EV), Paused (EVSE), Finishing, Unavailable, Error.
  • Error code — the OCPP error code that fires the trigger. Choose Any to match all error codes, or pick a specific OCPP 1.6 error code.

Optionally, add a Charge point filter (by charging station, team, site, or model) to limit which charge points fire the workflow. Only events for charge points matching the filter create a run; all others are discarded.

Disabling a workflow stops it from reacting to future events. Enabling it makes it react from that moment on — past events are not replayed.

How do I add an action?

1. In the workflow editor, select the + button directly under the trigger node or under any existing action node.
2. In the Search actions... popover, type to filter or scroll the list.
3. Select the action you want.

Expected result: the action appears as a new node, connected below the previous step. Select the node to open its properties panel on the right.

How do I configure an action?

Select an action node to open its properties panel. The panel is split into two tabs:

• Target — which charging stations, price groups, or team the action applies to.
• Configuration — what the action does to them.

Reboot Charging Station

• Target tab — Charging Station Target: filter the charging stations to target by team, site, brand, model, or specific charging stations.
• Configuration tab — Hard Reset: turn on for a hard reset (immediate restart, terminates active sessions). Leave off for a soft reset (graceful restart).

Set Station Configuration

• Target tab — Charging Station Target: filter the charging stations to target.
• Configuration tab — Configuration Key: the OCPP key to set, for example HeartbeatInterval.
• Configuration tab — Configuration Value: the value to assign, or leave empty to clear it.
• Configuration tab — Persist Configuration: when on, Monta re-applies this value each time the charging station reboots, so it survives firmware updates.

Update Price Group

• Target tab — Price Groups: select one or more price groups to update.
• Configuration tab — New kWh Price: the new price in the price group's currency.

Set Station Price Group

• Target tab — Team: select the team that owns the charging stations.
• Target tab — Charging Station Target: filter which charging stations under that team to update.
• Configuration tab — Public Price Group: the public price group to assign.
• Configuration tab — Roaming Price Group: the roaming price group to assign.

Filter Charging Stations

• Target tab — Charging Station Target: define the filter using the same team, site, brand, model, and charging-station pickers used elsewhere in Hub. Downstream steps run only against the matching charging stations.

Split Charging Stations by Property

• Target tab — Charging Station Target: the upstream charging-station selection to split.
• Configuration tab — Property comparison: choose a property, an operator, and a value to partition the selection. State is currently the only available property — for example, split into charging stations whose state equals Charging (matched) versus everything else (unmatched). Downstream steps can target either slice.

Export Data

Available on Reports workflows only.

• Configuration tab — Configure export: select Configure export to open the data export query builder. Choose a dataset, columns, and any filters, then select Apply. When the workflow runs, the export is generated and saved to your Recent exports automatically.

There is no Target tab for Export Data. The export runs at your operator scope, as the workflow owner.

Wait

• Configuration tab — Amount: enter a whole number.
• Configuration tab — Unit: select Seconds, Minutes, Hours, or Days.

The maximum wait is 30 days. While waiting, the step shows as Waiting in the run timeline. When the time elapses the step completes and the run continues to the next step.

How do I remove an action?

1. In the workflow editor, select the action node you want to remove.
2. In the properties panel on the right, select the Delete action (trash) icon in the top right.

Expected result: the action is removed. Any nodes connected below it stay connected to the action above.

How do I save my workflow?

Select the primary button in the top right of the editor:

• On a new workflow it shows Create Workflow.
• On a saved workflow it shows Save Changes and is only enabled when you have unsaved changes.

Expected result: the workflow is saved. On a new workflow the editor switches to the saved view, where the Editor and Runs tabs become available.

How do I activate or deactivate a workflow?

1. Open the workflow.
2. In the top right of the editor, find the Active / Inactive label next to a switch.
3. Toggle the switch on to activate the workflow. The label reads Active and the indicator turns green.
4. Toggle the switch off to pause the workflow. The label reads Inactive and the indicator turns grey.

Expected result: a confirmation toast appears. Inactive workflows are saved but do not run on a schedule or react to events. Their configuration and run history are kept.

How do I run a workflow manually?

1. Open the workflow.
2. In the top right of the editor, select the More actions (⋯) menu.
3. Select Trigger run.

Expected result: the workflow starts immediately and a confirmation toast appears. The Runs tab updates with the new run.

How do I delete a workflow?

1. Open the workflow.
2. In the top right of the editor, select the More actions (⋯) menu.
3. Select Delete workflow and confirm.

Expected result: the workflow and its run history are removed, and you return to the Workflows list.

How do I view run history?

1. Open the workflow.
2. Select the Runs tab at the top of the editor.

Expected result: every run for that workflow is listed. Each row shows:

• Status — one of Pending, Running, Completed, Completed with errors, Failed, or Cancelled.
• Start time and duration.
• The error message if the run failed.

Select a run to see step-by-step results for each action in the workflow.

To see runs across all your workflows in one place, select Workflows in the sidebar, then switch the header toggle from Workflows to Runs.

Can I cancel a run?

Yes. Open a run from the Runs tab, then select Cancel run.

Cancellation takes effect at the next step boundary: the step currently executing finishes, then no further steps run. Runs that have already completed, failed, or been cancelled cannot be cancelled.

What happens during a run?

• Each step runs and is retried independently. A failure in one step does not roll back earlier steps, and every step is logged on the run.
• Configuration changes (Set Station Configuration, Update Price Group, Set Station Price Group) take effect as soon as the step succeeds.
• Reboots are sent over OCPP. The charging station may take a few seconds to reconnect after a soft reset and longer after a hard reset.
• A workflow that targets many charging stations can take time to finish. Use the Runs tab to follow progress.

FAQ

Can I undo a workflow run?

No. Runs apply changes directly to your charging stations and price groups. Before activating a Recurring or Event workflow, run it once manually with a small target set to confirm the result.

What is Continue on error?

By default, a failed step halts the run and marks it as Failed. When you turn on the Continue on error toggle in the workflow editor, a failing step no longer stops the run — remaining steps and downstream actions still run, and the run finishes with the status Completed with errors.

Why don't I see Workflows in my Hub?

Workflows is limited to operator account members with the Admin or Manager role. Ask an admin on your operator to grant you the Admin or Manager role if you don't see it in the sidebar.

Which trigger types should I use?

Use Manual when you want full control over when the workflow runs. Use Recurring for repeating maintenance tasks (for example, a nightly OCPP configuration sweep). Use Scheduled for one-off planned changes (for example, a price update at a specific date and time). Use Event to react automatically to platform changes — for example, rebooting a charge point when it enters an error state, or applying standard configuration whenever a new charge point is added.