Workflows
Workflows are automated sequences that combine system actions, AI reasoning, and human decisions. They can run on a schedule, trigger from events in your system, or execute on demand — handling multi-step processes that would be tedious to do manually.
Triggers
Every workflow starts with a trigger that defines when it runs.
Manual
Run on demand from the UI or via the AI.
Schedule
Run on a cron schedule — daily, weekly, or any custom interval.
Event
Triggered automatically when something happens in your system — a task is completed, a goal is updated, a new activity is logged.
Step Types
Workflows are built from steps that connect together. Each step receives context from previous steps and passes its result forward.
Capability
Execute any system action — create a task, send an email, search your data, run a function. The same capabilities your AI uses in conversation.
Condition
Branch the flow based on a condition. Route to different paths depending on the result of a previous step, the time of day, or any data in the workflow context.
Loop
Iterate over a collection — process each item in a search result, loop through a list of tasks, or repeat an action for every matching resource.
Agent
Run a full AI agent with tool access. Use a prompt template or inline instructions. The agent can reason, search, and take multi-step actions within the workflow.
LLM
Generate text with a lightweight AI call — no tools, just a prompt and a response. Useful for summaries, formatting, and text transformations.
Human Approval
Pause the workflow and wait for your approval before continuing. You see what's happened so far and decide whether to proceed, reject, or modify.
Workflow Builder
Build with AI
Describe what you want automated in plain language. The AI designs the workflow — choosing the right step types, connecting them together, and setting up triggers. You see a live visual diagram as it builds, and can refine through conversation or edit directly.
Execution & History
Full Visibility
Every workflow run is tracked — you can see which steps executed, what data flowed between them, and where things succeeded or failed. If a workflow is paused waiting for approval, you can review the context and decide how to proceed.
Example Workflows
Morning Briefing
Runs every morning. Gathers today's tasks, calendar events, and goal progress. Agent step generates a strategic briefing and creates it as an insight.
Overdue Task Escalation
Checks for tasks overdue more than 3 days. Loops through each one, evaluates priority, and either reschedules or sends you a notification with recommendations.
New Activity Tracker
When you log a new activity type for the first time, automatically creates a measurement type and sets up a tracking dashboard.
Weekly Goal Review
Every Sunday evening. Reviews goal progress, compares against targets, identifies what's on track and what's falling behind, and creates a summary note.
Automation that grows with you
Start with simple automations and build up. Workflows can call functions, use prompt templates, and trigger other workflows — creating a layer of automation that handles your recurring processes while you focus on what matters.