Creating a Workflow

This guide walks you through creating a workflow using the visual workflow builder.

Prerequisites

Before creating a workflow, you should have:

• At least one AI agent configured
• A clear understanding of the process you want to automate

Step 1: Create a New Workflow

1. Navigate to Workflows in the sidebar
2. Click "Create Workflow" button
3. Enter a name for your workflow (e.g., "Content Review Pipeline")
4. Add an optional description
5. Select the workflow type:
   • Sequential - Tasks run in a fixed order
   • Orchestrator - Manager agent delegates dynamically
6. Click "Create"

Step 2: Add a Trigger

Every workflow needs at least one trigger to start execution.

1. In the workflow builder, click "Add Trigger" or the + button
2. Select a trigger type:
   • Manual - Start via UI button or API call
   • Webhook - Receive data from external systems
   • Schedule - Run on a recurring schedule
   • Form - Collect user input first
3. Configure the trigger settings
4. Click "Save Trigger"

[!TIP] Start with a Manual trigger for testing. You can add automated triggers later.

Step 3: Add Tasks (Sequential Workflow)

For sequential workflows, add tasks that will execute in order:

1. Click "Add Task" or the + button after the trigger
2. Configure the task:

Task Configuration Options

Setting	Description
Task Name	Descriptive name (e.g., "Research Topic")
Agent	Select which AI agent handles this task
Instructions	Additional context for this specific task
Context Control	How much prior context the agent receives
Tool Approval	Auto-approve or require manual approval for tool use

Context Control Options

• Full Context: Agent sees all previous conversation history
• Isolated: Agent starts fresh, only receiving the task input
• Summary: Agent receives a summary of prior context

3. Connect tasks by dragging from one node's output to the next node's input
4. Add additional tasks as needed

Step 3: Configure Orchestrator (Orchestrator Workflow)

For orchestrator workflows, configure the manager agent:

1. Click the Orchestrator Node in the builder
2. Configure the manager settings:

Manager Configuration

Setting	Description
Manager Prompt	Instructions for how the manager should delegate
Model	LLM model for the manager (e.g., GPT-4, Claude)
Max Iterations	Maximum number of agent delegations
Available Agents	Which agents the manager can delegate to

Worker Agent Setup

1. Click "Add Worker Agent" to add agents the manager can use
2. For each worker, configure:
   • Agent: Select the AI agent
   • Description: Help the manager understand when to use this agent
   • Instructions: Task-specific instructions

[!NOTE] The manager will automatically decide which worker agents to use based on the input and their descriptions.

Step 4: Connect the Nodes

Sequential Workflows

• Drag connections from the right handle of one node to the left handle of the next
• Nodes execute in the order they're connected
• Each node's output becomes the next node's input

Orchestrator Workflows

• Worker agents connect to the orchestrator node
• The manager coordinates all connected workers
• No manual sequencing needed—the manager decides

Step 5: Test Your Workflow

Before activating, test your workflow:

1. Click the "Test" button in the toolbar
2. Enter test input data
3. Watch the execution flow through each node
4. Review the outputs at each step
5. Adjust configuration as needed

Step 6: Activate the Workflow

Once testing is complete:

1. Toggle the "Active" switch in the workflow header
2. Your workflow is now live and will respond to triggers
3. Monitor executions in the Runs panel

Visual Builder Features

Toolbar Actions

Button	Action
Undo (Ctrl+Z)	Undo last action
Redo (Ctrl+Y)	Redo undone action
Auto-Layout	Automatically arrange nodes
Zoom In/Out	Adjust canvas zoom
Fit View	Fit all nodes in view

Node Operations

• Select: Click a node to configure it
• Move: Drag nodes to reposition
• Delete: Select and press Delete, or use the trash icon
• Duplicate: Right-click → Duplicate

Canvas Navigation

• Pan: Click and drag on empty canvas
• Zoom: Mouse wheel or pinch gesture
• Snap to Grid: Nodes automatically align to grid

Example: Content Review Workflow

Here's a complete example of a sequential content review workflow:

[Form Trigger: Collect Article]
        ↓
[Task 1: Research Agent]
  - Verifies facts and sources
  - Context: Full
        ↓
[Task 2: Editor Agent]
  - Improves clarity and flow
  - Context: Full
        ↓
[Task 3: SEO Agent]
  - Optimizes for search
  - Context: Isolated
        ↓
[Output: Reviewed Article]

Configuration:

1. Form trigger collects the article text
2. Research agent fact-checks with full context
3. Editor improves writing with access to research notes
4. SEO agent works isolated (only needs final text)

Best Practices

1. Start Simple: Begin with 2-3 tasks and expand
2. Test Frequently: Test after each major change
3. Use Descriptive Names: Clear names make debugging easier
4. Consider Context: Not every task needs full history
5. Add Guardrails: Validate outputs for critical workflows

Troubleshooting

Workflow won't start

• Check that the workflow is activated
• Verify the trigger is properly configured
• Ensure all required connections exist

Tasks not receiving input

• Verify connections between nodes
• Check context control settings
• Review the previous task's output

Unexpected outputs

• Add guardrails to validate results
• Review agent instructions
• Test each task individually

Next Steps

• Workflow Triggers - Deep dive into trigger types
• Adding Guardrails - Validate agent outputs
• Introduction to Workflows - Workflow concepts overview