Build and schedule workflows

A workflow is a repeatable playbook owned by one AI department. New workflows are saved as drafts until you activate them.

Plan the workflow#

Before creating it, write down:

• The result it should produce
• The department that owns it
• The information it needs
• The schedule
• Actions that require approval
• What success and failure look like

Keep one workflow focused on one business outcome.

Create a workflow#

1. Open Workflows.
2. Choose Create Workflow.
3. Enter a workflow name.
4. Add an optional description.
5. Select the owning department.
6. Select one of the schedules shown.
7. Choose Save workflow.

The workflow is saved as a draft. It does not start scheduled runs until it is activated.

Use a name that describes the result, such as “Weekly content brief,” rather than a broad name such as “Marketing.”

Start from a template#

Choose Templates to see playbooks available to the workspace. Templates can cover recurring audits, monitoring, planning, and reports.

Review the department, schedule, and steps before activation. A template is a starting point, not proof that every connector or input is ready.

Review the definition#

Select the saved workflow and check its description, department, schedule, and flow. Edit the definition when a field is wrong.

The workflow graph shows the ordered steps. Approval nodes identify places where the run must wait for a person.

Activate scheduled work#

Activate the workflow only after:

• The owning department is active.
• Required connectors are connected.
• Input data is available.
• Approval owners know what to review.
• The schedule and time are correct.

An active workflow runs on its saved schedule. Use Run now for a manual test.

Pause future runs#

Disable or pause the workflow to stop future scheduled starts. This keeps its definition and history.

A run that already started can continue. Open it and choose Cancel when cancellation is available.

Change a workflow#

Edit one change at a time when possible. Test with Run now, inspect every step, then leave it active for the next schedule.

Do not create a duplicate just to change a schedule. Duplicates can run together and produce repeated work.