What Are Workflows?

Workflows are multi-step automated pipelines that chain tasks together in sequence. They let you orchestrate complex processes where one task’s completion triggers the next.

Before You Start

  • Workflows are feature-flag gated — the workflows feature must be enabled for your company. If you don’t see Workflows in the sidebar, the feature isn’t enabled yet.
  • Workflow authoring is a company admin capability — you’ll need admin access to create and edit workflows.

Creating Your First Workflow

  1. Navigate to Workflows in the sidebar
  2. Click ”+ New Workflow”
  3. Give it a name (e.g., “Client Report Pipeline”)
  4. You’ll enter the visual workflow builder

The Visual Builder

The drag-and-drop builder shows your workflow as a series of connected nodes:

  • Start node — Where the workflow begins
  • Task nodes — Each step in the pipeline
  • End node — Where the workflow completes

Adding Steps

  1. Click ”+ Add Step” or drag a new node onto the canvas
  2. Configure the step:
    • Task — Which task to execute
    • Assignee — Who handles this step (human or AI)
    • Trigger type — How this step is triggered
  3. Connect steps by dragging lines between nodes

Connecting Steps

Steps are connected in sequence. Draw a line from one step’s output to the next step’s input. This defines the execution order.

A Simple Example

Client Onboarding Workflow:

  1. ➡️ Receive client info (Manual trigger, Human)
  2. ➡️ Set up account (Auto on completion, AI Agent)
  3. ➡️ Send welcome email (Auto on completion, AI Agent)
  4. ➡️ Schedule intro call (Auto on completion, Human)

Saving and Activating

  1. Click Save to save your workflow as a draft
  2. Click Activate to make it available for execution
  3. Trigger the workflow manually or set up automatic triggers

Tip: Start simple. Build a 2-3 step workflow first, verify it works, then expand with more steps and conditional logic.