Workflows and Triggers

Workflow Builder Basics

Workflows turn repeated tasks into reusable automations. Build once, run on schedule or on demand, and iterate from real run outcomes.

1. 1

   Create workflow

   Start with a clear name and target business outcome.

2. 2

   Configure trigger

   Choose when and why the workflow should start.

3. 3

   Add steps

   Define each step tool and input payload in execution order.

4. 4

   Test and refine

   Run now, inspect results, and improve weak steps before broad rollout.

Trigger Types

• check_circleSchedule (CRON): run at defined times and cadence.
• check_circleWebhook: start from external event notifications.
• check_circleManual: run only when an operator clicks Run Now.
• check_circleGmail Poll: monitor inbox conditions and launch when matches appear.

Step Controls and Approval Gates

Each step can be tuned for reliability and safety. Add approvals where human confirmation is required before external impact.

• Reorder steps to keep dependencies clear.
• Use explicit JSON inputs for predictable tool behavior.
• Mark sensitive steps as approval-required.
• Review run detail to validate each step output.