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Harness the Power of Workflow Automation

Workflows are the process engine behind Odella. They give your AI employees repeatable steps for research, document drafting, data extraction, approvals, integrations, and other operational tasks.

Automate Tasks

Turn repeatable work into structured processes that run consistently every time.

Power AI Employees

Give AI employees the workflows they need to execute tasks accurately from delegated requests.

Visual Workflow Canvas

Design processes with a visual builder that connects actions, logic, data, and AI blocks.

Live Debugging

Monitor workflows as they run and inspect each step to refine performance and reliability.

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How Workflows Fit Into Odella

Workflows are like digital roadmaps. They guide AI employees through tasks from start to finish, ensuring the right information is gathered, the right logic is applied, and the right output is produced. Each AI employee can use:
  • Ready-made workflows for common tasks
  • Custom workflows designed around your organization’s process
  • Templates for document generation
  • Documents and knowledge bases for context and precedent
  • Integrations for connected tools and systems — see Integrations Overview

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The Workflows Page

The Workflows Overview page lists every workflow in your organization. The header reads “Workflows Overview — Streamline and monitor your processes and automate tasks.”
The page provides:
  • Search workflows — find a workflow by name.
  • Sort — reorder the list.
  • New Workflow — opens the Create Workflow wizard (see below).
Each workflow appears as a card showing its icon, name, node count (e.g., “12 nodes”), and a short description. Cards that run on a schedule or event also show a Trigger active label, and connected integrations appear as small app icons along the bottom (e.g., Slack, calendar, BigQuery). A per-card menu (⋮) opens actions for that workflow. A workflow with no steps yet shows “0 nodes,” and one without a description shows “No description available.”

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Creating a Workflow

Click New Workflow to open the Create Workflow wizard.
1

Choose How to Start

“How would you like to start your workflow?” Select one of three options and click Next:
  • Start Blank — create a new workflow from scratch with a clean canvas.
  • Clone Existing — duplicate one of your current workflows and use it as a starting point.
  • From Marketplace — start from a marketplace workflow template instead of building from scratch.
2

Start Blank

Provide a Name and a short Description (keep it to 1–2 short sentences) so team members and AI employees understand when the workflow should be used. Click Create Workflow.
3

Clone Existing

“Select an existing workflow to duplicate and continue editing.” Pick from the Existing Workflow dropdown, then click Start Building.
4

From Marketplace

Opens the Marketplace (“Discover Solutions for Every Task”), where you can search and browse AI employees, templates, and workflows. Select a workflow template to start from. See Marketplace Overview for a full walkthrough of the catalog.
In every case you land in the workflow canvas, ready to build.

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The Workflow Canvas

The canvas is the visual builder where the process is assembled.
  • The canvas (right) is the working area where blocks are placed and connected. Flows are organized into tabs, starting with Main Flow.
  • The Assistant panel (left) helps you build by describing what you want — “How can I help? Tell me about your idea, and I’ll help you build it.” This is the conversational way to assemble or modify a flow.
  • Canvas controls along the top include a refresh/reset control, a panel-collapse toggle, and a settings gear for the workflow.
From here, follow the remaining build steps — design the process by adding and arranging blocks, configure and connect each block’s inputs and outputs, test and debug the run, then save and publish the workflow to the AI employees that should use it. See Working with Flows, Workflow Interface, and Blocks for detail on each.

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Connecting Workflows to AI Employees

Workflows are attached to AI employees through their application configuration. Once connected, employees can select and run appropriate workflows when they receive a delegated task.
Workflows function as business processes you’ve taught your AI employees. Clear workflow names and descriptions help employees choose the right process for each request.

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Workflow Building Blocks

Smart Blocks

Use preconfigured actions for AI reasoning, data transformation, document work, integrations, and control flow.

Logic and Branching

Add conditionals, matching, loops, batching, and subflows to model complex processes.

AI Orchestration

Coordinate multiple AI steps and models within a single workflow.

Operational Consistency

Standardize how tasks are completed so output follows your organization’s process and precedent.
Workflows are designed to enhance your team’s expertise, not replace review. Always validate outputs for business-critical work.