AI Workflows

Create AI teams for your business workflows.

An AI workflow is a multi-step business process — like researching a topic, synthesizing findings, and preparing a report — where AI workers handle individual tasks and pass context to each other automatically, instead of one tool trying to do everything at once.

AI Workflow · Quarterly research report
  1. ✓
    Research worker
    Gathered 14 sources on Q3 market trends.
  2. ✓
    Synthesis worker
    Drafted a structured summary from the research.
  3. 3
    Waiting for review
    Routed to Jordan for approval before it ships.
1 stage awaiting your review2 of 3 stages complete
Illustrative product mockup — not live data
How it works

Multi-step work, coordinated.

Instead of a single AI call producing one output, a workflow breaks a goal into stages, with each AI worker picking up where the last one left off.

  1. 1
    Research worker gathers sources relevant to the goal.
  2. 2
    Synthesis worker organizes findings into a structured draft.
  3. 3
    Draft is routed for human review before it's finalized.
  4. 4
    Approved report is delivered or published.
What you configure

Every workflow starts from four decisions.

An AI workflow isn't a black box — it's built from a small set of choices you make up front, the same ones you'd see in Agent Studio on the Platform page.

The goal

Describe the outcome in plain language — what you want at the end of the workflow.

The workers

Assign specific tasks within that goal to individual AI workers, each with its own instructions.

Approval stages

Choose which steps need a person to sign off before the workflow continues.

Where it lands

Decide where finished output goes — shared back to you, or delivered to a destination you configure.

Example use cases

What an AI workflow can help with.

These are examples of the kind of multi-step work AI Workflows is designed to support — not every example is a fully supported capability today.

Research→Synthesize→Report

Research and reporting

Research a topic, synthesize findings, and prepare a report for review.

Generate→Review→Approve

Content production

Generate content, route it for review, and prepare it for approval.

Analyze→Summarize

Data summaries

Analyze data and create a business summary for your team.

Repeat→Execute

Operational tasks

Automate repetitive operational tasks that follow a consistent pattern.

Research→Compare→Brief

Competitive research

Pull together what's publicly known about a competitor into a short briefing.

Transcribe→Extract

Meeting follow-ups

Turn meeting notes into a structured list of action items and owners.

Draft→Review

Document drafting

Prepare a first draft of a recurring document for someone on your team to finish.

Collect→Digest

Customer insight digests

Pull together recurring themes from customer feedback into a short digest.

Who it's for

Built for teams buried in repeatable work.

Operations teams

Coordinating multi-step processes that follow the same pattern every time.

Research & analysis

Gathering sources and turning them into something your team can act on.

Content & marketing

Producing first drafts that are ready for a human editor, not a blank page.

Finance & reporting

Turning raw data into a summary someone can actually read.

Human in the loop

Review built into the workflow.

Workflow stages can be configured to require human approval before work continues — so AI workers move things forward, but your team stays in control of what ships.

Pick the checkpoints

You decide which stages need sign-off and which can run straight through.

Nothing ships silently

Work waiting on approval sits visibly in the workflow until someone reviews it.

Full context at review

Whoever reviews a stage sees what the AI workers did to get there, not just the final output.

FAQ

AI Workflows questions.

What is an AI workflow?

An AI workflow is a multi-step business process where AI workers handle individual tasks and hand off context to each other automatically, rather than one AI tool trying to do everything in a single step.

What kinds of workflows can AI workers help with?

Examples include researching a topic and preparing a report, generating content and routing it for review, analyzing data and producing a summary, and other repetitive multi-step operational tasks. Not every workflow is supported today — new capabilities are rolling out over time.

Where does a person fit into an AI workflow?

A workflow can be configured so specific stages require human review before moving on, such as approving a draft before it's sent, or confirming a summary before it's shared.

Can I organize multiple AI workers around one goal?

Yes. You can define a business goal and assign different tasks within it to different AI workers, who hand off context to each other as the workflow progresses.

How is this different from using a single AI assistant?

A single AI assistant typically handles one prompt at a time, with a person doing the work of connecting each step. An AI workflow is designed to coordinate multiple AI workers across those steps automatically, carrying context from one to the next.

Do I need technical skills to set up a workflow?

AI Workflows is designed to be configured through Agent Studio — defining a goal, assigning tasks, and choosing approval stages — rather than requiring custom code for every workflow.

Build your first AI workflow.

Book a demo to see how AI Workflows could fit your business.

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