What are Workflows?

Workflows allow you to automate multi-step prompts, making complex interactions more structured and efficient. Unlike Agents, which function as single-prompt shortcuts, Workflows guide the AI through a sequence of prompts to ensure a more accurate and refined final response.

What you can do with Workflows

• Break down complex queries into smaller, manageable steps for better accuracy and relevance.

• Run live web searches within steps to fetch the latest, most relevant data from the internet.

• Integrate external tools via API (e.g., HTTP requests) to send, fetch, or enrich data programmatically.

• Schedule recurring tasks to run automatically—ideal for monitoring, reporting, or routine updates.

• Improve context retention by building on previous responses step-by-step.

How to Use a Workflow

1. Select your desired workflow from the list

2. Click the Play icon ▶️ to the right of the workflow

3. The workflow will run automatically

Workflow Dropdown Menu

Workflow Progress

After starting, a process visualization appears in the bottom right corner of your screen:

• Current step: Marked with a loading icon ⚙️

• Completed steps: Highlighted in green ✅

• Pending steps: Shown in neutral state

This visualization allows you to track the workflow's progress in real-time.

The available workflows are pre-configured specifically for your use cases.

Activate Workflow

Execution Control

Choose between two execution modes for your workflow:

1. Autopilot Mode

   • Fully automated execution

   • Runs through all steps without interruption

   • Best for standardized processes

   • Maximum efficiency

2. Human-in-the-Loop Mode

   • Requires manual approval between steps

   • Offers greater control over the process

   • Can be configured globally or per step

   • Ideal for sensitive tasks requiring oversight

Workflow Trigger

1. Automatic

   • Immediately starts when any chat or file is sent to the knowledgebot

2. Manual

   • Click the play button to trigger the workflow

Sample Use Cases

1. Break down complex prompts – Focus on one specific query per step.

2. Ensure continuity – Each prompt should build on previous responses.

3. Be clear and specific – Define non-negotiable "need-to-know" information.

4. Use concise, structured prompts – Avoid vague or overly broad instructions.

5. Provide context – Give background information when necessary.

6. Customize the LLM model – Select the best model for each task to enhance output quality.

To maximize the effectiveness of your workflows, it's essential to design them with clarity, continuity, and precision in mind. Follow these best practices to ensure smooth execution and optimal AI performance:

Best Practices

1. Crafting a Brand Analysis – A structured workflow can automate a deep dive into a company’s positioning. Start by analyzing industry trends, then gather competitive insights, and finally perform an internal assessment of services and overall performance. This approach ensures a well-researched and strategic brand analysis.

2. Writing a Sales Proposal – A workflow can help structure a compelling sales pitch. Begin by summarizing the client’s needs and pain points. Next, outline your company’s value proposition and how it specifically addresses those needs. Then, generate a detailed proposal with pricing and deliverables, and finally, refine the language to ensure a persuasive and engaging tones.

Below are some practical ways to integrate workflows: