Concepts
- Workflow: a reusable automation made of steps.
- Step: a single action (AI prompt, integration action, transform, etc.).
- Trigger: how the workflow starts (manual, schedule, webhook/integration).
- Run: one execution instance of a workflow.
Create your first workflow
- Go to the Workflows page.
- Click New Workflow.
- Add steps (start with one AI step).
- Run a test with sample inputs.
- Save and (optionally) schedule it.
Best practices
- Keep steps small: one responsibility per step.
- Use structured outputs: JSON where possible.
- Validate inputs: required fields and defaults.
- Add guardrails: retries, fallbacks, and human review for critical actions.
Scheduling
If scheduling is enabled, you can run workflows using cron-like schedules or intervals. Start with a daily schedule, then refine.
Troubleshooting runs
- Check which step failed and inspect the input/output.
- Confirm the integration credentials are connected (if applicable).
- Reduce prompt complexity and add clear output format.
For common issues, see Troubleshooting.