AUTOMATION NO-CODE

Automate Any Business Process

Chain AI agents and integrate systems with powerful no-code workflows

Create sophisticated automation by combining AI agents, conditions, transformations, and actions. Trigger workflows manually, on schedule, or when files are uploaded. Perfect for document processing, report generation, and multi-step business processes.

90%

Time saved

24/7

Always running

Code required

∞

Unlimited executions

Video Tutorial

Why Use Workflows?

AI-Powered

Chain multiple AI agents to handle complex reasoning tasks with full context passing between steps.

Automated

Run on schedules, file uploads, or manual triggers. Set it once and let it run 24/7 without intervention.

Flexible

Combine agents, conditions, transformations, and actions in any order to match your business logic.

Scalable

Handle thousands of documents, process batches, and scale automatically with your organization's needs.

Common Use Cases

Document Processing

Extract data from invoices, contracts, and forms. Route documents based on content and generate summaries.

File Drop

Extract Validate Route

Daily Reports

Generate sales reports, performance dashboards, and executive summaries automatically every morning.

Schedule

Gather Analyze Send

Lead Qualification

Score leads automatically, enrich with external data, and route qualified prospects to sales teams.

Manual

Score Enrich Route

Support Triage

Categorize tickets, extract urgency levels, and automatically assign to the right support agents.

File Drop

Classify Prioritize Assign

Create Your First Workflow

Step 1: Create Workflow

Navigate to Workflows → Create New and give your workflow a descriptive name and description.

Step 2: Choose Your Trigger

Manual Trigger

Run workflows on-demand with the click of a button. Perfect for processing specific files or testing workflows.

Schedule Trigger

Run workflows automatically on a schedule using cron expressions. Ideal for daily reports and maintenance tasks.

File Drop Trigger

Automatically process files when they're uploaded to a specific folder. Great for document processing pipelines.

Cron Expression Examples

0 9 * * 1-5 - Every weekday at 9:00 AM
0 0 1 * * - First day of every month at midnight
*/15 * * * * - Every 15 minutes
0 18 * * 5 - Every Friday at 6:00 PM

Step 3: Add Workflow Steps

Build your automation by chaining different types of steps together:

Agent Steps Conditions Actions Transforms

Passing Data Between Steps

Use variable interpolation to pass data from one step to another. Variables use double curly braces:

{{file_content}}           # Content of uploaded file
{{step1.agent_response}}    # Response from agent in Step 1
{{step2.extracted_data}}    # Data extracted in Step 2
{{trigger.file_name}}       # Name of uploaded file (file drop trigger)
{{trigger.scheduled_time}}  # When workflow was scheduled to run

Available Variables

Each step exposes its outputs as variables. Agent steps expose agent_response, transform steps expose transformed_data, and trigger data is available under trigger.*.

Example Workflows

Invoice Processing Pipeline

Trigger: File Drop → invoices/inbox/
Step 1: Extract Invoice Data Agent
  → Input: {{file_content}}
  → Output: invoice_data (amount, vendor, date, etc.)

Step 2: Validate Data Condition
  → If: {{step1.invoice_data.amount}} > 1000
  → Then: Continue to approval
  → Else: Auto-approve

Step 3: Create Approval Ticket Action
  → Jira ticket with invoice details
  → Assign to finance team

Step 4: Send Notification
  → Email with invoice summary
  → Include extracted data and approval link

Daily Sales Report

Trigger: Schedule → 0 9 * * 1-5 (weekdays at 9 AM)
Step 1: Sales Analysis Agent
  → Query: Yesterday's sales performance
  → Generate insights and trends

Step 2: Format Report Transform
  → Convert to HTML email template
  → Add charts and formatting

Step 3: Send Report Action
  → Email to sales team
  → Include performance metrics
  → Attach detailed CSV data

Error Handling

Retry

Automatically retry failed steps up to 3 times with exponential backoff for transient errors.

Continue

Skip failed steps and continue workflow execution. Useful for optional processing steps.

Stop

Halt workflow execution immediately on critical failures. Prevents data corruption.

Notify

Send alerts to administrators when workflows fail. Include error details and context.

Best Practices

Design

Keep workflows focused on single business processes
Use descriptive names for steps and variables
Add comments to complex logic flows
Test with sample data before production

Reliability

Handle edge cases with conditions
Set appropriate timeout values
Use error handling for critical steps
Monitor workflow execution logs

Performance

Minimize file sizes in transfers
Use batch processing for large datasets
Cache expensive computations
Optimize agent prompts for speed

Troubleshooting

Workflow Not Triggering

Check: Cron expression syntax, file upload permissions, workflow activation status

Solution: Verify trigger configuration and test with manual execution first

Variable Not Found Errors

Check: Step naming, variable syntax, step execution order

Solution: Ensure referenced steps completed successfully and variables exist

Agent Step Timeouts

Check: Input data size, prompt complexity, LLM provider status

Solution: Reduce input size, simplify prompts, or increase timeout values

File Processing Failures

Check: File format support, file size limits, storage permissions

Solution: Verify file types, check storage quotas, and ensure proper access rights

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