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Create Useful Workflows

Workflows are useful when the same process should run the same way every time. In Siesta AI, workflows are built on a canvas from triggers, connection actions, agents, and conditions.

Good Workflow Candidates​

  • Summarize new customer feedback.
  • Draft a weekly report.
  • Create a ticket from a standard request.
  • Check a data source and notify a team.
  • Prepare a document from a template.

Use Chat or an Agent first when the process is still changing. Use a Workflow only after the steps, inputs, tools, and review points are stable enough to repeat.

Build a Workflow​

  1. Open Workflows (Beta).
  2. Click Create workflows.
  3. Fill in Name and Description in the right panel.
  4. Drag actions from Connections onto the canvas, such as HubSpot, Jira, Google Calendar, Google Drive, or webhooks.
  5. Connect nodes by dragging lines.
  6. Configure node parameters such as record IDs, emails, calendars, projects, or file IDs.
  7. Use Edge settings to add conditions and branches.
  8. Save with Save workflows.

Before You Run​

Check the workflow inputs, selected agent, and connected tools. If the workflow writes to another system, make sure you understand which action will happen and whether there is a confirmation step.

You do not need to learn the full workflow builder before using a prepared workflow. Complex triggers, condition nodes, execution history, and edge cases are usually admin or power-user responsibilities. As a user, focus on the workflow purpose, inputs, expected output, and whether any step changes another system.

Avoid Common Mistakes​

Do not build a workflow before the manual process is clear. First run the process in chat or with an agent, then turn stable steps into a workflow.

After a workflow is shared, check Tool Executions when a node fails or waits for approval.

Workflow Recipes​

Turn a Manual Process Into a Workflow​

  1. Run the process manually once in Chat or with an Agent.
  2. Write down the stable steps, tools, inputs, and expected outputs.
  3. Create a workflow only for the steps that repeat.
  4. Keep uncertain judgment steps inside an agent or human review step.
  5. Test with non-production records first.

Customer Intake Example​

Use a webhook or form submission as the trigger, then add steps such as:

  1. Read submitted details.
  2. Ask an agent to classify the request.
  3. Create a Jira ticket.
  4. Notify Slack.
  5. Store the result or return a confirmation.

Reporting Example​

Use a scheduled or manual trigger, then:

  1. Read source data from Drive, HubSpot, or another connection.
  2. Ask an agent to summarize changes.
  3. Format output as an executive summary.
  4. Send a draft to Slack or email only after review.

How To Debug A Workflow​

If a workflow fails, open Tool Executions, find the failed action, and inspect the arguments and result. If the failure is permission-related, check the connection. If the failure is data-related, check the node parameters and previous node output.