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AI Workflows

Automated workflows that handle complete business processes from start to finish

Build automated processes that handle complete business workflows end-to-end, with AI reasoning available at any step that needs judgment.

What It Does

Workflows let you define multi-step processes that execute automatically. You specify the steps, and the Execution Engine runs them in sequence. Where steps require judgment rather than simple data movement, AI agents can reason and decide. Routine steps execute directly; complex steps use AI; critical points pause for human review.

Key Benefits

  • Automate repetitive multi-step processes without manual intervention
  • Incorporate AI reasoning at decision points without rigid scripting
  • Insert human approval gates before consequential actions
  • Monitor every execution in real time and replay completed runs
  • Adjust steps iteratively as you learn what works

Common Use Cases

  • Proposal generation -- research a company, draft a customized proposal, and format the document ready for human review before sending
  • Weekly reporting -- collect project data, analyze progress, format a client report, and deliver it after manager approval
  • Lead enrichment -- trigger on a new CRM lead, research the company, score fit, and update the record with findings

How Workflows and Agents Relate

Workflows define the structure; AI agents supply reasoning at individual steps. A workflow can run entirely without AI (pure data routing) or embed multiple agent steps. The two features compose: a workflow step can invoke an agent, and an agent can trigger a workflow.


Last Updated: 2026-05-22