How to Create a Workflow

Learn how to enhance productivity and revamp operations using the Workflow Chat Builder.

Designing a functional Workflow that meets your requirements can be a significant turning point for enhancing your productivity and revamping your operations. With the help of the Workflow Chat Builder, you can describe what you need, and the intelligent system does the rest. This article will guide you on how to optimize your prompts and what potential issues to look out for during the setup process.

Understanding the Workflow Chat Builder

The Workflow Chat Builder is an intuitive interface engineered to transform your workflow description into a fully operational system. It's as simple as detailing your process, and the builder takes care of the rest: selecting appropriate actions, arranging them in the right order, crafting prompts, and managing data outputs as they're passed along the workflow.

When you initiate the builder and explain your process, the intelligent agent responds, understanding your needs and transforming your description into a functioning Workflow.

Workflow Prompting Best Practices

The core principle of effective workflow prompting is describing it exactly as you would to a co-worker, providing enough detail for them to complete the task. It's not necessary to detail every tiny point - remember, you can easily update the workflow later. The fundamental approach to prompt a workflow is a "Given X, Do Y" strategy. Explain what data you're starting with (X) and what you want to produce (Y).

For instance:

Example 1: "Given a call transcript, generate a summary of the call, list all attendees and their identifications, extract mentioned competitors, their budget and timeline, ascertain the next steps, and write a follow-up email."

The above prompt generates the following workflow:

Example 2: "Given a blog post URL, scrape the content and write promotional social posts for Linkedin, Facebook, Twitter, and Instagram."

Things to Watch Out For

Setting up a Workflow requires attention to certain considerations:

  • Access to Actions: Be aware of which Actions are available to the Workflow builder. For example, you may prompt it to read an internal document, but if it does not have access to that document, the Workflow can't be executed as expected.
  • Builder Speed: Depending on the complexity of your described workflow, the builder might take a few minutes to complete. Occasionally, you might encounter an error, but usually, a retry resolves the issue.
  • Additional Adjustments: If your initial request wasn't detailed enough, you might need to add more steps or finetune the Workflow in other ways. Don't worry, you can refer to our best practices to learn how to update and optimize your Workflows.

Creating Workflows with the Chat Builder is a simple and robust way to automate your tasks. By following best practices for prompting and being aware of potential pitfalls, you can harness the full potential of this feature and revolutionize your operations.