Create Useful Workflows

Use Workflows when the same process needs to run more than once with predictable inputs, checks, and tool actions. A workflow should remove repeated manual steps, not hide unclear decisions. Use webhooks only when the trigger and its authentication boundary are understood.

Good Workflow Candidates

• Create a task or ticket from a structured intake.
• Summarize a recurring recording and route action items.
• Check a source, classify the result, and notify the right team.
• Run a reporting sequence that uses the same data collection each time.
• Prepare an external update and wait for approval before sending.

Before You Build

Define:

• Trigger or input.
• Agent or tool that should handle each step.
• Data collection or memory source.
• Approval points.
• Failure owner and retry rule.
• Final output or external system update.

Keep workflows inspectable If a workflow changes another system, make the payload visible before approval and review Tool Executions when something fails.

Example Flow

1. User submits an intake request.
2. Agent summarizes the request and checks missing fields.
3. Agent searches the approved data collection.
4. Tool creates a draft task or ticket.
5. Human reviews the payload.
6. Workflow records the result and marks the task for review.

Debug A Workflow

When a workflow fails, open the related conversation or Tool Executions. Check which action failed, whether the approval state is pending, whether the connection expired, and whether the input was complete.