What are trigger-based workflows?
Trigger-based workflows let you chain multiple agent actions together, starting from a single event. While a content automation produces one piece of content, a workflow can perform a sequence of steps — categorize incoming feedback, draft a response, tag the item, and notify a team member — all triggered by one event.
Creating a workflow
- Go to Settings > Agents > Workflows.
- Click New workflow.
- Name the workflow clearly, for example "Feedback intake pipeline" or "Release announcement flow."
Selecting a trigger
Choose the event that starts the workflow:
- Feedback submitted — A customer submits new feedback.
- Status changed — A feature request or item changes status (e.g., moved to "In progress").
- Scheduled — A time-based trigger like daily, weekly, or monthly.
- Manual — You trigger the workflow by hand when needed.
Adding steps
After the trigger, add one or more steps. Each step represents an action the agent performs:
- Click Add step.
- Choose the action type: generate content, categorize, tag, send notification, update status, or run a custom prompt.
- Configure the step. For a content generation step, provide the prompt template and output destination. For a categorization step, select the available categories.
- Repeat to add more steps. Steps execute in order from top to bottom.
Conditional logic
You can add conditions between steps so the workflow branches based on the result of a previous step:
- If confidence is above X — Continue to the next step only if the agent's confidence score exceeds a threshold.
- If category equals Y — Route the workflow differently depending on how the item was categorized.
- If content length exceeds Z — Apply different handling for long vs. short content.
Conditions let you build nuanced workflows that handle edge cases without manual intervention.
Review and approval gates
Insert an approval gate at any point in the workflow. When the workflow reaches a gate, it pauses and sends the current state to the agent inbox for human review. The workflow resumes only after a team member approves.
Place gates before high-impact steps like publishing content or sending customer-facing messages.
Testing the workflow
Use the Test button to simulate the trigger and watch the workflow execute step by step. The test view shows the output of each step so you can verify the flow works as expected. Adjust steps and conditions as needed before activating.
Activating and monitoring
Toggle the workflow to Active when ready. Active workflows run automatically when their trigger fires. Monitor recent executions from the workflow detail page — each run shows the status of every step, making it easy to spot failures or unexpected results.
You can pause a workflow at any time without deleting it, and re-activate when ready.