Use a workflow when work follows a repeatable sequence. Build and test it manually before adding a recurring trigger.
Build the workflow
Create a workflow
Open Workflows, choose New, and start with a blank workflow or a template. Give it a name that describes the outcome rather than the implementation.
Add the steps
Add the blocks the process needs. Available building blocks include inputs, agents, tools, generated output, conditions, repeated work, approval points, and ticket operations.
Connect blocks in execution order. Use the variable picker to pass an earlier block’s output into a later block instead of copying values manually.
Configure boundaries
For every agent or tool block, verify:
- which agent owns the step;
- which connection account it can use;
- the expected input and output;
- what should happen when a condition is not met;
- whether an external change needs an approval point.
Keep supported external write and destructive actions behind review so a person can confirm the proposed change before it proceeds.
Validate the workflow
Use the builder’s validation feedback to resolve incomplete blocks, invalid connections, and missing inputs. A visually connected workflow can still be incomplete if a required setting is missing.
Test on demand
Run the workflow with representative input. The execution panel shows progress while the run is active. Open the completed run and inspect:
- step order and status;
- the input and output for each step;
- the path selected by each condition;
- any waiting approval or failure;
- the final result.
If the run fails, correct the workflow and start a new test. The previous run remains available in history for comparison.
Prepare it for reuse
After a representative run succeeds, keep it as an on-demand workflow or configure an Autopilot for recurring or event-driven execution.
Expected result
Continue from here
Configure an Autopilot
Add a trigger to a workflow that has passed a representative manual test.
Inspect runs
Review step history, inputs, outputs, approvals, and failures.
Understand approvals
Learn where supported external actions pause for human review.
Workflows and Autopilots
Compare on-demand processes with triggered automation.