Skip to content

Concepts

Workflow

A repeatable process: steps of agents, functions, decisions, and human approvals that run in order.

What a workflow is

When work has more than one step, put it in a workflow instead of one big agent prompt. Each step does one job, and you can mix AI steps with deterministic functions and human approval gates. Workflows start from a schedule, a webhook, chat, or by hand — and every run is inspectable step by step.

For example

New lead arrives → agent enriches it → function scores it → if score is high, a human approves → agent drafts the outreach email.

Reach for it when

  • The work has more than one step and the steps have an order.
  • Steps mix AI judgment with deterministic rules or human sign-off.
  • You need to see where each item is and why it stopped.
  • The same process should run the same way every time it starts.

Build a workflow that earns its keep

  1. Write the process as a sentence first: "When X arrives, do A, then B, and ask a person before C."
  2. Create the tables, agents, and functions the steps will use.
  3. Open Workflows, add steps in order, and pick a work type for each.
  4. Put an approval before anything with real consequences.
  5. Run it once by hand and read the run step by step before scheduling it.

Where it lives

Workflows in the left sidebar. The editor has a Steps view (list) and a Flow view (canvas).

ConceptIn short
AgentAn AI worker with a role, instructions, and scoped access to your tables, files, and apps.
FunctionDeterministic code for steps that shouldn’t be AI judgment: validation, math, formatting.
ApprovalA pause in a flow where a named person decides before work continues.
ScheduleA timer that runs an agent or flow automatically — daily digests, hourly syncs.