Workflows

Workflows are execution pipelines made of one or more steps. Each step can call an agent, define what input that agent receives, and pass results forward to compose the full execution. Workflows can run agents sequentially, in parallel, conditionally, or in team-based collaboration.

When to use

• Use workflows to turn repeatable tasks into guided executions.
• Use them when a deliverable needs to pass through more than one agent.
• Use them to generate results that can be reviewed, exported, adjusted, or sent to integrations.
• Use them for monitoring routines, periodic reports, backlog synchronization, or other scheduled pipelines.

Before you start

• Confirm the active organization.
• Create or select the agents that should participate in the workflow.
• Prepare knowledge bases if the workflow needs document context.
• Configure adapters before using integration delivery actions.

Step by step: browse workflows

1. Click Workflows in the main navigation.
2. Use search to find a workflow.
3. Filter by type or status when needed.
4. Sort by name or date.
5. Click a card to open the workflow details.

Step by step: create a workflow

1. Click Create Workflow.
2. Enter the name and description.
3. Choose the workflow type.
4. Define the output language, or keep automatic selection when available.
5. Associate a project when the workflow needs project-specific knowledge bases.
6. Select knowledge bases when applicable.
7. Add one or more steps.
8. In each step, choose the agent responsible for that step.
9. Configure delivery adapters when needed.
10. Click Create Workflow.

Understand the main fields

Field	What it means
Type	Defines the workflow structure, such as sequential, parallel, conditional, or team-based.
Output language	Preferred language for generated responses.
Project	Context used to enable related knowledge bases.
Knowledge bases	Sources that may be consulted during execution.
Custom metadata	Additional document fields included in the context sent to the agent.
Steps	List of agents that participate in the workflow.
Step input	Message, template, or previous output passed to an agent step.
Output key	Optional name used to identify a step output.
Adapters	Integrations that can receive the workflow result.

Workflow types

Type	What it does
Sequential	Runs steps in order, commonly using the output of one step as context for the next.
Parallel	Runs multiple agent steps independently when their work can happen at the same time.
Conditional	Routes execution according to configured conditions or intermediate results.
Team	Lets multiple specialized agents collaborate on a shared task or deliverable.

Output formatters

Output formatters define how workflow results are presented or delivered.

Formatter	What it produces
Text or Markdown	Formatted text displayed directly in the interface.
JSON Schema	Structured output that follows a defined JSON schema.
PDF	A PDF document generated from the workflow result or template.
Jira	Issues or cards created automatically from the workflow output.
BusinessMap	Cards created in BusinessMap from the workflow output.
MCP	Delivery or integration through Model Context Protocol when enabled.

Step by step: execute a workflow

1. Open the workflow you want to run.
2. In Execute Workflow, write the input message.
3. Click Execute.
4. Wait for the result page to open.
5. Follow execution status and step progress.

Step by step: review execution history

1. Open the workflow.
2. Go to Execution History.
3. Click an execution to open the result.
4. Use pagination controls when the history has many records.

Step by step: schedule executions

1. Open the workflow.
2. In Scheduled Executions, enter the cron schedule expression.
3. Use the visual help link when you need to understand the schedule format.
4. Confirm the timezone used by the schedule.
5. Write the input message or payload that should be sent to each automatic execution.
6. Choose whether the schedule should start active.
7. Click Create Schedule.

Scheduled executions use the timezone configured for the schedule or environment. Confirm the expected time before enabling important routines.

Step by step: edit a schedule

1. Open the workflow.
2. Find the schedule.
3. Activate or deactivate it using the displayed control.
4. Click Edit Message to update the message sent during execution.
5. Click Save.

Step by step: delete a workflow or schedule

1. Open the item you want to remove.
2. Click Delete.
3. Read the confirmation message.
4. Confirm only if you are sure.

caution

Deleting workflows or schedules can stop routines used by the organization.

Expected result

You should have a workflow that uses the correct agents, context, and delivery options, and you should be able to run it or schedule it according to the organization's needs.

See also

• Agents
• Knowledge Bases
• Execution Results