Create a Workflow
Set up a new workflow in your project, assign it to a team, and prepare it for stages and agent assignments.
Prerequisites
- An existing project (see Create a Project)
- At least one team in the project (see Build a Team)
Steps
1. Navigate to Workflows
Open your project in the sidebar and click Workflows. This shows all workflows in the project.
2. Click "New Workflow"
Click the New Workflow button in the page header. The workflow creation form opens.
3. Enter the workflow name
Give the workflow a clear, descriptive name that reflects its purpose (e.g., "Content Research Pipeline", "Customer Support Triage", "Weekly Report Generator").
4. Write a description
The description explains what this workflow accomplishes. It is used by the AI assistant and provides context for anyone reviewing the workflow later.
Include the workflow's goal, expected inputs, and outputs in the description. This helps both human operators and the AI assistant understand the workflow's purpose.
5. Assign a team
Select the team that will execute this workflow from the dropdown. Only teams within the current project are available.
The team's agents become available for stage assignments once the workflow is created. You can change the team later, but existing stage assignments reference agents from the assigned team.
Changing a workflow's team after stages and assignments are configured may break existing assignments if the new team does not have the same agents.
6. Configure "Awaits User Input" (optional)
Toggle Awaits User Input if the workflow requires human interaction during execution. When enabled:
- The workflow can pause at stages where an agent uses the
user_messagetool in "ask" mode - Trigger nodes in the visual builder display a warning label indicating user input is required
Leave this off for fully automated workflows.
7. Save the workflow
Click Create Workflow. You are redirected to the workflow show page with three tabs:
- Visual -- The Workflow Builder canvas (graph view)
- Stages -- Card-based stage management
- Runs & Triggers -- Execution history and trigger configuration
8. Explore the Visual Builder
The Visual Builder shows an empty canvas. The sidebar palette on the left has sections for:
- Team / Agents -- Agents from the assigned team, ready to drag onto stages
- Tools -- Drag onto assignment nodes to open the tool configuration
- Routing -- Drag onto stages to configure outcome routing
- Hooks -- Drag entry or exit hooks onto stages
- Triggers -- Drag to create cron schedules
You are now ready to add stages and assign agents.
What's next
- Add Stages to define the workflow's step sequence
- Set Up Assignments to assign agents to stages
- Use the AI Assistant to build the workflow through conversation