Workflow Agent

Overview

A chat-first assistant that translates your workflow requirements into an end-to-end automation. It gathers your inputs, proposes a plan, and builds the workflow block-by-block—validating each step along the way.

How it works

• You describe the requirements in natural language
• Agent presents a plan listing required blocks (ingest, extract, classify, etc.) and asks for approval
• After approval it builds the workflow one block at a time: adds the block with necessary configurations, asks you to perform any required task (upload test docs, assign user, etc) and test the block
• Once Done the agent verifies test results and help in case of issues or missing configurations
• You can ask it to modify your workflow, run tests, or explain block configurations anytime
• Delete the chat history in case you want to start fresh

Example prompt

Create an accounts payable workflow that does 3-way matching between vendor invoices, purchase orders, and goods receipts.
It should extract data from all three documents and Validate:
1. PO Number matches between PO and GRN
2. Vendor Name match across all three documents
3. Items description must match across docs
4. Total matches in PO and Invoice
Flag to Purchasing Team if there are discrepancies.

Prompt best practices

• State the main goal upfront: “Create a workflow to automate the loan application process.”
• Specify document types and how they arrive: “It should handle Bank Statements, Financial Statements, and Loan Applications received via email.”
• Detail the validations you expect: “Company details must match across all documents, and the last 12 months of bank statements should be included.”
• Include branching or review rules: “If any validation fails, flag the application for manual review.”