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Workflows are step-by-step automations a worker can use to complete structured work. A workflow might extract data, draft a document, review a file, update a system, ask for approval, or combine several of those steps into a repeatable process.

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What workflows give a worker

When you attach a workflow to a worker, the worker can choose it when a request matches that capability. Use workflows for processes that should be:
  • Repeatable
  • Auditable
  • Consistent across users
  • Easier to maintain than a long prompt
  • Connected to templates, tools, or knowledge bases

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Examples

Good workflow capabilities include:
  • Review a contract and produce a risk summary
  • Generate a client onboarding pack
  • Extract invoice details and route exceptions
  • Draft a weekly status report
  • Compare a document against a policy checklist

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How workflows appear in the skill tree

Workflows appear as connected capabilities in the skill tree. Selecting a workflow opens it in the workflow builder so you can inspect or edit the process.
Publish workflows before relying on them in workforce. Draft workflows may not be available to the worker.

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Best practices

  • Use clear workflow names and descriptions.
  • Keep each workflow focused on one business process.
  • Include required inputs and outputs in the workflow description.
  • Connect any templates, tools, or knowledge needed by the workflow.
  • Test workflows before assigning them to high-volume workers.