Workflows are sophisticated automation tools that guide AI through complex, multi-step procedures. They combine step-by-step instructions with file attachments and expected outcomes to ensure consistent, high-quality results. Workflows Management Interface

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Overview

What are Workflows?

Workflows define structured procedures that AI follows to complete complex tasks. They include detailed instructions, expected inputs/outputs, and can have file attachments for context.

Collaborative Power

Share workflows across teams and organizations to standardize processes and ensure everyone follows the same proven procedures.

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Workflow Structure

Each workflow is composed of several key components:
  • Name: A clear, descriptive name for the workflow
  • Description: Optional detailed explanation of the workflow’s purpose
  • Category: Organizational tag for grouping related workflows
  • Scope: Individual, team, or organization-level access
  • Prompt: The main procedure that AI will follow
  • Expected Input: Description of what input the workflow expects
  • Expected Output: Description of the desired result format
  • Context Files: Documents, templates, examples, or reference materials
  • Parsed Content: Files are automatically parsed and made available to AI
  • Multiple Formats: Support for various file types including PDFs, documents, and code files

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Creating Workflows

1

Define the Procedure

Write clear, step-by-step instructions for the task. Include:
  • Specific actions to take
  • Decision points and conditions
  • Quality criteria and standards
  • Output formatting requirements
2

Specify Input/Output

Clearly define:
  • What type of input the workflow expects
  • The desired format and structure of outputs
  • Any prerequisites or dependencies
3

Attach Supporting Files

Upload relevant files that provide context:
  • Templates and examples
  • Style guides and standards
  • Reference documentation
  • Sample data or configurations
4

Set Scope and Category

Configure sharing and organization:
  • Choose individual, team, or organization scope
  • Assign to appropriate categories
  • Set permissions and access controls

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Best Practices

Use specific, actionable language in your workflow prompts. Instead of “analyze the data,” write “create a summary table showing key metrics, identify top 3 trends, and provide 2-3 actionable recommendations.”
Test workflows thoroughly before sharing them with your team. Run through the procedure manually to ensure it produces the expected results.

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Workflow Scopes

Individual

Personal WorkflowsPrivate workflows for individual use. Perfect for personal productivity systems and custom procedures.

Team

Team CollaborationShared across team members. Ideal for standardizing team processes and ensuring consistent outputs.

Organization

Enterprise-wideAvailable to all organization members. Best for company-wide standards and critical business processes.

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Categories and Organization

Workflows can be organized into categories for better management:

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Common Categories

  • Development: Code review, testing, deployment procedures
  • Documentation: Writing guides, API documentation, tutorials
  • Marketing: Content creation, campaign planning, analysis
  • Sales: Lead qualification, proposal generation, follow-up
  • Support: Troubleshooting, escalation procedures, knowledge base

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Benefits of Categorization

  • Easy Discovery: Find relevant workflows quickly
  • Better Organization: Group related procedures together
  • Permission Control: Manage access by category
  • Usage Analytics: Track workflow adoption by type

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File Attachments and Context

Workflows support file attachments that are automatically parsed and provided as context to the AI during execution.
  • PDF: Automatically extracted text content
  • Markdown: Full content parsing with structure preservation
  • Word Documents: Text extraction with formatting
  • Text Files: Direct content inclusion
  • Source Code: All programming languages supported
  • Configuration Files: JSON, YAML, TOML, and more
  • Scripts: Shell, PowerShell, Python scripts
  • Database Schemas: SQL, migrations, seed data
  • Spreadsheets: CSV, Excel data extraction
  • Templates: Document templates, code boilerplates
  • Examples: Sample outputs, reference implementations
  • Specifications: API specs, requirements documents

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Workflow Execution

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How Workflows Work

  1. Activation: User selects and activates relevant workflows
  2. Context Loading: AI loads workflow instructions and attached files
  3. Rule Integration: Active knowledge are combined with workflow guidelines
  4. Execution: AI follows the procedure while adhering to all rules
  5. Output Generation: Result is produced according to expected output specifications

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Managing Workflows

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Workflow Dashboard

  • Search and Filtering: Find workflows by name, category, or content
  • Scope Filtering: View workflows by individual, team, or organization level
  • Sorting Options: Order by name, creation date, or last modified

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Permissions and Access

View Permissions

Users can view workflows based on their scope and team membership. Organization workflows are visible to all organization members.

Edit Permissions

Only workflow creators and authorized team/organization administrators can edit workflows.