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Workflow Builder

The Workflow Builder is the two-panel editor where you create and edit workflows: a configuration form on the left and an optional Workflow Builder agent chat on the right. Use this page as a field-by-field reference when you edit manually or review what the builder assistant proposed.

Workflow Builder

Getting started​

To create a workflow:

  1. Go to the Workflows page and click Create Workflow, or open /workflows/new.
  2. Use Workflow Builder agent to describe what you want—or fill the form yourself using the fields below.
  3. Set visibility, model, and context yourself where needed (the builder assistant cannot set these for you).
  4. Click Create (or Save when editing).

For first-time setup of integrations and projects, see the Quickstart.

Configuration fields​

Workflow Name​

A short, descriptive name (for example, “RFP Response Drafter”, “Drawing Review Checklist”). This is what users see when browsing workflows.

Category​

An optional label for the type of work (for example, Drafting, Review, Discovery, Research). Categories help organize lists and search.

Description​

A brief explanation of what the workflow does and when to use it. Shown as the workflow summary when browsing.

Inputs and Outputs​

Short labels (up to 30 characters each) describing what the workflow takes in and produces. These appear on the workflow card.

  • Inputs — e.g. “Research topic, URL, file”
  • Outputs — e.g. “Summary, report, analysis”

Access​

Who can see and use the workflow:

  • Public to organization — Visible to everyone in your org; can use a shareable link.
  • Private to user — Only you (with admin metadata access where applicable).

Project​

Optionally tie the workflow to a specific project. Only projects you belong to are listed.

Context​

Files, folders, and tagged collections available on every run—the persistent background knowledge for this workflow (company standards, spec templates, guidelines).

Requested Files​

Files users must provide each run (for example, today’s drawing set). Unlike context, these change per execution. Each slot should have a clear description so users know what to attach.

Linked Artifacts​

Documents attached to the workflow for static reference during execution—legends, terminology tables, standards excerpts. The agent can create tables and documents at runtime; see Use artifacts wisely in the authoring guide.

Instructions​

Custom instructions merged into the assistant’s system prompt. This is the most important field for consistency and quality. See Authoring instructions.

Assistant Mode​

How the workflow executes:

  • Standard — Faster responses; good for simpler or interactive tasks.
  • Deep Research — More thorough analysis and reasoning across sources.
  • Background Agent — Runs autonomously until complete—ideal for long reviews and large sets.

See also Run a workflow — Assistant modes.

Model​

Which foundation model powers runs. You choose this explicitly—the builder assistant does not set it.

Custom URL Slug​

When the workflow is public, an optional slug (for example my-workflow) for a shareable URL such as /chat/my-workflow.