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What Are Workflows?

On Day 1, you learned how agents handle tasks through conversation. Workflows take this further by letting your agents run without you being there. A workflow connects agents and actions into a sequence that runs automatically.

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On a Schedule

The simplest way to use a workflow is on a timer. Set it to run every morning, every Monday, or every hour. Your agents do the work and deliver results without anyone asking.

• Weekly report: every Monday at 8am, pull metrics from your tools, generate a summary, and drop it in Slack.
• Inbox digest: every evening, summarize the day’s emails and flag anything that needs a response.
• CRM hygiene: once a week, scan your pipeline for stale deals and nudge the owners.

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On a Trigger

Instead of running on a clock, a workflow can fire in response to an event. A new row in a spreadsheet, a form submission, a Slack message, or a webhook from another tool. The trigger starts the workflow, and your agents take it from there.

• Lead routing: new lead enters your CRM, the workflow enriches it with company data, scores it, and routes it to the right rep.
• Support triage: ticket comes in, the workflow checks the knowledge base, drafts a response, and assigns it to the right team.
• Meeting prep: calendar event starts in 30 minutes, the workflow researches the attendees and sends you a briefing.

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In Bulk

When you need to run the same process across a list of items, workflows handle that too. Point a workflow at a spreadsheet, a CSV, or any dataset and it processes each row. This is loop mode.

• Contact enrichment: take 500 emails from a spreadsheet and enrich each one with title, company, and LinkedIn profile.
• Content generation: generate a personalized outreach email for every lead in your pipeline.
• Data cleanup: standardize formatting across thousands of CRM records.

Create a workflow