An Agent Workflow connects Brain, Super Agents, and decision steps into one repeatable process. Build it on a visual canvas, then run it and follow each step.

Agent Workflows is in beta.

Feature availability and limits vary by plan and user role. Learn more

The AI ClickApp must be activated in your Workspace.

Open Agent Workflows

To open Agent Workflows:

1. In your Home Sidebar, click AI to open the AI Hub.
2. In the AI Sidebar, click Workflows.

When Workflows opens, you'll be viewing ready-made workflow cards at the top of the page, with your current workflows in a table below them. The table includes the following columns:

• Name
• Created by
• Date created
• Sharing
• Last updated

Use the following controls to find a workflow:

Create a workflow

You can create a new workflow from scratch or use a ready-made one.

Create a workflow from scratch

To create a new workflow:

1. In the upper-right corner, click New workflow.
2. In the editor toolbar, click the workflow name and type a new one.

In your new workflow, a Trigger step is already on the canvas. To get back to your workflows, click the back icon at the left end of the editor toolbar.

Use a ready-made workflow

To start from a ready-made workflow, click Use blueprint on one of the cards at the top of the page.

To watch a sample run, click Try it on the Get started card.

Add steps to your workflow

The workflows panel sits to the left of the canvas. At the top of the panel, click the Steps tab to see the steps you can add. To find one, type in Search steps and agents below the tabs.

To add a step to your workflow:

1. In the Steps tab of the workflows panel, click a step to add it to the canvas.

2. On the canvas, click the step to open its settings in the right sidebar.

Choose from the following steps:

• Agent: Runs Brain or a Super Agent with instructions you write.
• Approval: Pauses until a person signs off.
• Wait: Pauses the run.
• Automation action: Acts on tasks.
• Transform: Reshapes data between steps.
• Run workflow: Runs another workflow inside this one.
• Condition: Asks the AI which path to take. Write a question, then name the branches. The AI selects one branch to continue.
• Condition (no AI): Routes the flow based on a check.
• Merge: Joins paths back together.

To set up an Agent step:

1. Add an Agent step to the canvas.
2. On the canvas, click the Agent step to open its settings in the right sidebar.
3. Edit the step using the options in the right sidebar. Options vary by step.

The step type, such as Condition, shows at the top of the right sidebar. A configure badge next to the workflow name in the editor toolbar counts the steps that still need setup. The same badge shows at the top of the right sidebar for each step that needs it.

Right-click a step on the canvas to open its menu:

• Configure
• Duplicate
• Delete

To add, remove, move, and arrange steps on the canvas, use the following controls:

Set the trigger

To set how the workflow starts:

1. On the canvas, click the Trigger step, or click Automate in the editor toolbar. The Trigger settings open in the right sidebar.

2. Choose how the workflow starts:
   • Manual: Click Run now to start it yourself. To ask for information each time, click Add question.
   • Scheduled: Click Add schedule. An Automation opens with the trigger On a schedule and the action Start workflow. The default schedule is every weekday at 9:00 AM. Set Repeat, At, and Starts, then click Save in the lower-right corner.
   • Webhook: Click Add webhook.
   • Automated: Click Add automation.

Add a question to the start of a run

To ask a question at the start of each run:

1. Click the Trigger on the canvas, then click Add question in the right sidebar. The Variables tab of the workflows panel opens with the new question.
2. Enter a name and pick a type, such as Text.
3. To make the run wait for an answer, turn on Required.
4. To use a value when the answer is left blank, enter it under Default answer.
5. For a description or group, click More options.
6. Click Done at the bottom of the form.

Use variables

The Variables tab at the top of the workflows panel holds what the workflow asks for at the start, saves along the way, and returns at the end.

To add a question, click the Variables tab, then click Add question.

To add a note that a step saves for later steps, click the Variables tab, then click Add saved info under Saved info.

Change or remove questions

To change a Trigger question, click the Trigger on the canvas, then select Edit in the right sidebar.

To remove a Trigger question, click the Trigger on the canvas, select Edit in the right sidebar, then click Delete at the bottom of the question's form.

Run a workflow

To run a workflow:

1. In the editor toolbar, click Run Workflow. Or, click the Trigger on the canvas, then click Run now at the top of the right sidebar.
2. If the workflow asks questions at the start, answer them in the menu that opens and click Start run.

The run opens with its status and the credits it used next to the workflow name in the editor toolbar, such as Success and 10 credits. The right sidebar shows the run number, when it ran and how long it took, and each step with its time.

In the run view, use the following controls:

Share a workflow

To share a workflow, click Share in the editor toolbar. In the Share this Workflow menu:

• To copy its link, click Copy link.
• To invite someone, type their name or email in Invite by name or email.
• To share it with everyone in the Workspace, turn on the toggle next to Workspace members.
• To limit it to the people you invited, click Make Private.

Duplicate, import, export, or delete a workflow

To duplicate, import, export, or delete a workflow:

1. In the editor toolbar, click the ellipsis ... icon.
2. Select an action:
   • Duplicate workflow
   • Import from JSON
   • Export as JSON
   • Delete workflow