Workflows

Automate complex tasks by chaining together multiple agents and actions. Each workflow consists of triggers, steps, and conditions that determine how your automation runs.

Creating a Workflow

To create a new workflow:

  1. 1
    Navigate to Workflows

    Access the Workflows section in your dashboard

  2. 2
    Create New

    Click the "New Workflow" button

  3. 3
    Configure Details

    Set your workflow name and description

  4. 4
    Add Steps

    Begin adding steps to your workflow

Workflow Components

Triggers
  • • Scheduled times (cron jobs)
  • • HTTP webhooks
  • • Database changes
  • • External service events
Steps
  • • Run an agent
  • • Make API calls
  • • Process data
  • • Send notifications
  • • Interact with databases
Conditions
  • • Branch workflow paths
  • • Skip steps based on criteria
  • • Retry failed operations
  • • Handle errors gracefully
Best Practices
  • • Give your workflows descriptive names
  • • Add error handling for critical steps
  • • Test workflows thoroughly before deployment
  • • Monitor workflow execution and set up alerts
  • • Document workflow purpose and requirements

Example Workflows

Data Processing Workflow

1. Trigger: New file uploaded to S3

2. Step 1: Extract data using Document AI agent

3. Step 2: Clean and validate data

4. Step 3: Store results in database

5. Step 4: Send notification on completion

Customer Support Workflow

1. Trigger: New support ticket created

2. Step 1: Analyze sentiment using AI

3. Step 2: Categorize ticket type

4. Step 3: Route to appropriate team

5. Step 4: Generate initial response

Troubleshooting
  • • Check the workflow logs for error messages
  • • Verify all required permissions are set
  • • Ensure all connected services are available
  • • Test individual steps in isolation
  • • Review trigger conditions and timing
Need Help?
  • • Contact our support team
  • • Visit our community forums
  • • Check our API documentation
  • • Schedule a consultation

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