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AI WORKFLOWS

Give AI a useful job.
Keep the process in your hands.

Use AI to understand a request, find context or propose the next step. Put its output into a workflow with clear tools, limits and review points.

Find your starting point See the process
ONE CONNECTED PROCESS
  1. 01A request arrives

    Start with the message and relevant context.

  2. 02Make a bounded decision

    Classify the request or return a structured answer.

  3. 03Route the result

    Use the output to choose the next workflow path.

  4. 04Review before action

    Add a human approval for sensitive changes.

Illustrative process, configured by your team
PUT IT INTO PRACTICE

From an AI answer to a process you can inspect.

For example, triage a new support request without handing the whole process to a model.

01

Choose the model and context

Connect an AI account, define the task and provide the knowledge it needs. Keep unrelated customer information outside the request.

02

Define what a useful answer looks like

Use a decision for classification or routing. For an agent task, configure the output schema and limits on turns, tool calls, tokens and execution time.

03

Make consequential steps explicit

Connect the result to a workflow branch. Put a human approval before a change your team needs to review, and define what happens when the answer is missing or uncertain.

04

Test the complete path

Run with controlled inputs. Inspect the decision, tool results and resulting service changes before publishing the workflow.

WORK WITH THE TOOLS YOU HAVE

Keep the context. Connect the action.

Inspect the actions and permissions available for each service before connecting your account.

Slack

Bring the right people into the conversation.

Explore actions

Linear

Connect a customer problem to engineering work.

Explore actions

Airtable

Read or update the account records your team uses.

Explore actions
THE PRACTICAL DETAILS

Before you
get started.

Can we bring our own model account?

Connect a supported provider in AI > Models. Provider access, model availability and billing depend on that account. The connections directory shows the setup paths available.

Can an agent use every connection in the workspace?

Configure the tools the agent is allowed to use for its task. A model connection does not automatically grant access to every service or operation.

Can we start from a template?

Yes. The workflow catalog includes AI starting points. Review the template's requirements, configure the necessary accounts and test your private draft before publishing.

Make one process work better.

Start with a request your team knows. Build the next steps around it.

Follow the quickstart