Workflows and automation

Workflows capture repeatable multi-step instructions so an agent can follow the same process consistently. Workflows can be created from the agent configuration prompt editor and inserted into an agent’s instructions.

Create and use a workflow#

1. Open the agent configuration prompt editor.
2. Select Create Workflow.
3. Give the workflow a name and define its steps.
4. Save it, then select it from the workflow menu to insert it into the agent instructions.
5. Test the agent with a representative task before enabling it for customers.

For recurring work, configure Preset Tasks or use the agent’s autonomy and objective settings. A recurring task can run daily, weekly, monthly, or on a custom schedule. Review recurring tasks after changing an agent’s instructions so old prompts do not continue running unexpectedly.