Skip to content

Workflow Builder

Jump to bottom
Ömer Tarık Yılmaz edited this page Apr 5, 2026 · 1 revision

Workflow Builder

Overview

The Workflow Builder lets you create multi-step automations that chain tasks across multiple agents. Access it from Workflows > + New Workflow or directly at /workflows/builder.

Step Types

Type Description Use Case
Task Execute a task with an agent "Scrape competitor data"
If/Else Conditional branching "If data quality > 90%, continue"
Parallel Run multiple steps simultaneously "Research + Analyze at same time"
Wait Pause for a duration or condition "Wait 1 hour before checking"
Notify Send notification "Email results to management"

Creating a Workflow

  1. Go to Workflows > + New Workflow
  2. Name your workflow (click the title to edit)
  3. Each step has:
    • Name: Descriptive step name
    • Type: Task, If/Else, Parallel, Wait, or Notify
    • Agent: Which agent executes this step (or Auto-assign)
    • Instructions: What the agent should do
  4. Click + Add Step to add more steps
  5. Drag to reorder (steps execute top to bottom)
  6. Click Save to store, Run to execute

Example Workflows

Weekly Report Pipeline

  1. Collect Data (Task) - Research Agent - "Scrape sales data from CRM"
  2. Analyze Data (Task) - Data Analyst - "Run statistical analysis"
  3. Check Results (If/Else) - "If data quality > 90% continue, else retry"
  4. Generate Report (Task) - Office Assistant - "Create PDF report"
  5. Send Notification (Notify) - "Email report to management"

New Client Onboarding

  1. Create CRM Entry (Task) - Office Assistant - "Add client to CRM"
  2. Generate Documents (Parallel):
    • Welcome packet (Word)
    • Contract (PDF)
    • Invoice (PDF)
  3. Send Welcome Email (Task) - "Email documents to client"
  4. Schedule Meeting (Task) - "Create kickoff meeting in calendar"

Scheduled Workflows

Combine workflows with Schedules to run automatically:

  • "Every Monday at 9am, run Weekly Report Pipeline"
  • "First of month, run Invoice Generation workflow"

See Admin Panel Guide for Schedules configuration.

API

Workflows can also be created via API:

  • POST /api/v1/workflows - Create workflow
  • POST /api/v1/workflows/{id}/steps - Add step
  • See API Reference for details

Clone this wiki locally