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Workflows

This article covers Workflows, the multi-step Workshop items used for repeatable processes.

What are Workflows?

Workflows are multi-step Workshop items for repeatable processes. They can collect inputs, run prompt steps, scrape a specific web page, process documents, use selected tools, and pass outputs from one step into later steps.

They usually have 2 or more steps that run sequentially, and later steps are reliant on the outputs of earlier steps. (Some Workflows might only have 1 step, and that is OK!)

In other words, Workflows allow you to take one set of inputs and turn it into one or more structured outputs across multiple steps.

Where are Workflows?

Workflows can be found by selecting the Workshop tab at the top, selecting "New" on the left and then selecting Workflow in the drop down.

Workshop New menu expanded with App and Workflow options highlighted.

How are Workflows built?

Workflows use prompts, user inputs, step outputs, optional files, and selected tools. Treat each step as its own piece of work with a clear input, instruction, and expected output.

Important: Workflows cannot run an Agent as a workflow step today. Workflow steps are built from Prompt Steps, Web Scraper Steps, and Document Processing Steps. If you need the same behavior as an Agent, rebuild the Agent's instructions, files, and tool choices inside a Prompt Step or use the Agent directly from Chat or Workshop.

There are a few key terms within Workflows, with further explanations below:

  • Outputs

    • After a step runs, its output can be inserted into later connected steps.

  • Connections

    • You can connect and disconnect steps based on the use case. You can only insert a previous step's output when the steps are connected.

  • Tools

    • You can enable available tools or integrations for specific steps. Use only the tools needed for that step, and confirm the selected model supports the tool behavior you expect.

Outputs

Here I've created the first step in a Workflow. Notice that it is a typical prompt, with a red user input.

Workflow prompt step with a Company Prospect user input and Outputs list in the sidebar.

Now I'm going to rename the step, and click the plus sign in the bottom right corner, to add a new step. You see that on the left side, under "Outputs," I can select "Company Prospect" - this is the name of the previous step.

When the Company Prospect step runs, the entire output can be inserted into Step 2, 3, etc...

Workflow canvas showing the Company Prospect output available for a new second step.

For example, I've asked the AI to use the information found in Step 1 (by inserting the Step 1 Output) to write a pitch. I've included info about my business as well.

Workflow canvas with Company Prospect connected to a Cold Email step that uses the previous output.

Types of Steps

In Workflows, you can create new Prompt Steps, Web Scraper Steps, and Document Processing Steps. Agents are not available as workflow steps.

Prompt Steps are the standard. They're what you will normally use to add steps and new prompts.

Add new Step menu showing Prompt Step and Web Scraper Step options.

Web Scraper Steps allow you to use a URL in several ways.

First, you can manually enter a URL into the step. The AI will scrape the content of that page (it will NOT scrape the whole site and click on links; it will ONLY search the page you direct it to) and then create an output of the markdown of that specific web page. This markdown output can be inserted into the next step.

Another way you can use it is by inserting a previous output and let the AI search it for a URL. It will insert the first URL it finds in the previous output.

Web Scraper step with a URL field containing <a href="https://example.com" rel="nofollow noopener noreferrer" target="_blank">https://example.com</a>.

Templates

Like single-step apps, you can insert Prompt Templates.

Add Prompt Template menu showing Tone, Persona, Examples, Output, and Role template options.

Connections

Connections are the lines connecting each step. I can add them or delete them as needed.

Just click the node and drag a connection from the bottom of one step to the top of another. This will allow you to insert the output from the previous step into the next one.

Workflow connection line between two step nodes with delete and add controls visible.

Things can get pretty complicated, so think about what you need the AI to do before you start building!

Workflow canvas showing multiple connected steps branching from Company Prospect to later steps.

Integrations

You can enable available integrations in Workflows by clicking Tools, then selecting the built-in tools or connected integrations available to your workspace and role.

Workflow step with the Tools menu open and available tools selected.

Workflow Run History

You can view your workflow run history, including:

  • Credits used (total and per step)

  • Time spent (total and per step)

  • Model used per step

  • Inputs

  • Outputs

Workflow run summary showing job description inputs, credits used, and input values.
Workflow step results panel showing elapsed time, credits, model, and generated links.

No one else in your org can see your inputs or outputs. They are only visible to you, just like the chat history.

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