Build a flow
Create a draft flow from a chat prompt, then configure its trigger and tasks.
Flows turn a described automation into connected tasks. Build a draft, review its design, and configure each task before testing it.
Create a draft
Ready-to-use templates provide a starting description for common automations. Select one when its scenario matches your goal, then tailor the generated draft.
Create a blank flow from an agent
In an agent's Add Skill to Agent dialog, select the Flows tab, then + Create Flow. In Create New Flow (Create a reusable flow as a Skill to extend your AI…), enter a Flow Name and a Description, both required, and select Save. To set the flow's image, select Upload and choose an image up to 2 MB; Remove clears it.
The flow opens in the builder with an empty canvas, and the chat reads Workflow "‹name›" created. How can I help to build your workflow? It also appears in My Flows on the Flows page.

The builder
The chat is on the left, and the canvas is on the right. Above the canvas: All changes saved in cloud, the Editor and Try Out tabs, Flow I/O, and Publish. The rail on the left holds the flow canvas, Variables, Version History, Execution History, and help (?). Zoom controls sit at the bottom. To rename the flow, select its name at the top of the chat, then Rename Flow.

Configure the flow
Choose a trigger
A trigger starts the flow. In a new flow, select + Add Trigger under Start of Flow. In a drafted flow, select the trigger in the canvas. Then choose one.

Start manually
When a user launches it. Use it for testing or simple setups.
Start through Agent
When an AI agent runs the flow.
Start via trigger
When an external event occurs, such as a Slack message. This option is still in development.
Add and configure tasks
Each task performs one job. Select Select Task, or the + after a task. Search by task name, then select a task to configure it.
Agent
Runs an agent as a flow step.
Prompt
Sends a prompt to an AI model.
Dataset
Reads from or writes to a dataset.
Pass Through
Passes data to the next task.
Sticky Note
Documents the flow in the canvas.
User Approval
Waits for a user's approval before continuing. In preview.
Knowledge
Pushes data to a knowledge store. In preview.
Required settings have an asterisk. A red warning icon means a required setting is missing. Complete it before publishing.
Task settings
Model
Selects the model that runs the prompt.
Instructions for the AI
Required. Defines the model's task.
Query
Required. Supplies the message or data.
Tools
Makes tools, such as web_search, available to the model.
Document ID
Supplies one or more document IDs, or a flow input such as $input.documentId.
Agent
Required. Selects the agent to run.
Use Context
Passes the flow context. Enabled by default.
Use Chat History
Passes chat history. Disabled by default.
Document ID
Supplies one or more document IDs.
Knowledge
Select a knowledge store and the document IDs to push.
User Approval
Enter the required message shown to the approver.
Sticky Note
Add text that documents the flow.
Pass Through
Use global and output variables to pass data onward.
Open Advance to assign task inputs from global variables and map output fields to output variables.
Maintained by Abhishek Paul
AI-assisted, human-approved

Last updated
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