Create a flow

Every Flows task, from describing an automation to testing, publishing, and using it from an agent.

This guide is organized by task. Find what you want to do in the list below, then follow the steps.

A flow is an automation of connected tasks. A trigger starts it, and each task passes its results onward. Every flow is also a skill that an agent can use.

Task	Go to
Create a flow by describing it in a chat prompt	Create a flow from a prompt
Start from a ready-made template	Start from a template
Create a flow while building an agent	Create from an agent
Change the flow by chatting	Change the flow
Rename the flow	Rename the flow
Choose what starts the flow	Add a trigger
Add a step to the flow	Add a task
Fill in a task's settings	Configure a task
Define what the flow takes in and returns	Flow I/O
Store credentials and shared values	Variables
Run the flow with test data	Try Out
Answer an approval request during a run	Approve a run
Make the flow available	Publish
Go back to the published version	Version History
See past runs	Execution History
Let an agent use the flow	Use with an agent
Find one of my flows	Find a flow
Open a flow to keep working on it	Edit a flow

Flows are in preview. The experience may change. Flows are project-scoped: a flow is available only in its project.

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Start a new flow

Create a flow from a chat prompt

1

Open Flows

In Console, select a project, then select Flows. Create New Flow reads Describe the automation. I'll build the flow to run it.

2

Describe the automation

In Describe the flow you want to build…, enter what the flow receives, what it should do, and what it returns.

3

Send the prompt

Select the send arrow. Qore creates a draft and opens it in the builder. The chat summarizes the flow's name, tasks, input, output, and trigger.

4

Refine the draft

Continue the conversation to request changes, or edit the flow directly. Open Agent Reasoning for the design rationale.

Create New Flow.

A drafted flow, with the chat summary and the canvas.

Start from a template

Template chips sit below the prompt box, such as Fraud Investigation, Loan Approval Flow, and KYC Verification Flow. Use the ‹ and › arrows to scroll through them. Select one to start from its description, then tailor the draft.

Create a flow from an agent

1

Open the Flows tab

In an agent's Add Skill to Agent dialog, select the Flows tab. With no flows yet, it reads No skills found.

The Flows tab in Add Skill to Agent.

2

Select Create Flow

Select + Create Flow. Create New Flow opens: Create a reusable flow as a Skill to extend your AI…

3

Name and describe the flow

Enter a Flow Name and a Description. Both are required.

To set the flow's image, select Upload, then Click to upload or drag and drop and choose an image up to 2 MB, and select Upload Avatar. Remove clears it.

Create New Flow.

4

Save

Select Save. 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? The flow also appears in My Flows.

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Work in the builder

The chat is on the left, and the canvas is on the right.

A new flow in the builder.

Item	What it does
All changes saved in cloud	Shows that your changes are saved.
Editor, Try Out	Switch between building the flow and testing it.
Flow I/O	Opens the flow's input and output schemas.
Publish	Publishes the draft.
Rail icons	From the top: the flow canvas, Variables, Version History, Execution History, and help (?).
Zoom controls	−, the zoom level such as 100%, +, a lock icon, and •••.

The chat header holds the flow name and three icons: chat history, new chat, and the panel toggle.

Change the flow by chatting

Type the change in Type here… in the chat, and send it. Qore updates the draft on the canvas.

Rename the flow

Select the flow name at the top of the chat, then Rename Flow. The same menu has Back.

The flow name menu.

Add a trigger

A new flow's canvas shows Start of Flow: Start by adding a trigger to define how your flow begins. Select + Add Trigger, then choose one:

• Start manually — Launch the flow by clicking a button. Ideal for quick tests and simple setups.
• Start through Agent — The flow begins automatically when your AI Agent performs or detects an action.
• Start via trigger — Launch the flow when an external event occurs, such as a Slack message. This option is still in development.

The trigger options.

To change the trigger in a drafted flow, select it on the canvas.

A flow trigger starts a flow. An agent's own triggers are set in the agent. See Triggers.

Add a task

Select Select Task, or the + after a task. Search by task name, then select the task.

Task	Purpose
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.

Configure a task

Select the task on the canvas to open its settings. Required settings have an asterisk. A red warning icon on a task means a required setting is missing.

Open Advance to assign task inputs from global variables, and to map output fields to output variables.

For each task's settings, see Build a flow › Task settings.

Define the flow inputs and outputs

1

Open Flow I/O

Select Flow I/O. It configures the request parameters and the expected response format.

2

Choose a schema

Select Input Schema for the values the flow receives, or Output Schema for the values it returns.

3

Add fields

In Basic, select + Add and set the Key, Type, Description, and Required. To edit the schema as JSON Schema instead, select Advanced.

4

Save

Select Save.

Flow I/O.

The types are Text, Number, Boolean, Object, Array, and Dropdown. Input fields also appear on the Global Variables tab as read-only entries.

Add secrets and global variables

Select Variables on the rail.

• Secrets — API keys, tokens, and other credentials. Select Add Secret, enter a Name and Value, choose String or JSON, select Secured if needed, then Save. Reference it as $secret.{variable_name}.
• Global Variables — values shared across tasks. Select Add Variable, enter a Key, choose a type, add a description, select Required if the flow can't run without it, then Save. Reference it as $global.{variable_name}.

Variables, on the rail.

Store credentials as secrets, and reference them in task settings. Don't enter credentials directly in a task.

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Test and publish

Test the flow

1

Open Try Out

Switch from Editor to Try Out. The Input panel and the Execution Log open below the canvas.

2

Enter the input

Enter a value for every input field. Choose how:

• JSON Grid — select + Add Entry, enter a Key and Value, then select ✓. Select ✕ to discard the entry.
• Raw — type the input as JSON.

Adding an input entry in JSON Grid.

3

Run

Select Run. The Execution Log records each task and its result. Before the first run, it reads No execution logs available.

Try Out.

Respond to an approval request

A User Approval task pauses the run. Enter the requested answer, such as approve, then select Continue. Select Cancel to stop the run.

Publish the flow

Select Publish. Changes stay in a draft until you publish. Publishing makes the draft the current published version.

Before publishing, complete every required task setting and check the Execution Log for the results you expect.

Review versions or undo draft changes

Select Version History on the rail. It lists the draft, the current published version, and earlier saved versions. To discard the draft and restore the published version, select Revert Draft Changes.

Version History, on the rail.

See past runs

Select Execution History on the rail. It lists every run by date, time, and status. Select a run to see what each task did.

Execution History, on the rail.

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Use a flow with an agent

Let an agent use the flow

Every flow is a skill with the flow's name and description. Choose one:

• Add the flow as a skill — in the agent's Add Skill to Agent dialog, select the flow on the Flows tab. See Create an agent › Add a flow as a skill.
• Let the agent start the flow — give the flow the Start through Agent trigger.

Your role decides what you can do with flows. Every role can view or trigger a flow. Building, publishing, and managing versions need the Developer, Account Admin, or Organisation Admin role. See Use flows with agents › Permissions.

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Manage your flows

My Flows, below the prompt on Create New Flow, lists your flows, including flows created from an agent. Each row shows the flow's name, description, and when it was last updated.

Find one of my flows

• Type part of the name in Search flows….
• Use the list and grid icons to switch how the flows are laid out.

Open a flow to keep working on it

Select ••• on the flow's row, then Edit.

The flow's ••• menu.

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Common issues

• A task shows a red warning icon. A required setting is empty. Select the task, fill it in, and test again before publishing.
• The flow pauses during a test. It may be waiting at a User Approval task. Enter the requested answer, then select Continue.
• A test result isn't what I expected. Open the Execution Log, check the input values and the task settings, then run the test again.
• My changes aren't live. Changes stay in a draft until you select Publish.
• I need to undo draft changes. Open Version History and select Revert Draft Changes.

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Related pages

• Flows, Build a flow, and Flow inputs, outputs, and variables
• Test and publish flows and Use flows with agents
• Use the flow from an agent: Create an agent

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Maintained by Abhishek Paul AI-assisted, human-approved