Automation

workflow-builder

Describe a process in everyday language and get a clear step-by-step plan you can turn into a workflow-includes example guides and an AI helper.

Published Jun 11, 2026 8 items
Add to your library

You'll choose where documents go in the next step.

What's included

Includes 1 workflow, 1 agent, 6 documents.

  • WORKFLOW Workflow Builder v2.1 (Decomposed)
  • AGENT Workflow agent
  • DOCUMENT SKILL: workflow-builder-process-breakdown
  • DOCUMENT SKILL: workflow-builder-yaml-authoring
  • DOCUMENT SKILL: workflow-builder-tools
  • DOCUMENT SKILL: Understand workflow yaml schema and how to create valid workflow yaml
  • DOCUMENT SKILL: Advanced workflow expressions (expr)
  • DOCUMENT SKILL: How to create reusable workflow steps

About

Not sure where to start with automation? This pack helps you plan a workflow before you build it.
Tell us what you want to happen—like “follow up on new leads” or “route support tickets”—and the included workflow walks you through the design. An AI helper and short guide documents keep suggestions practical and easy to follow.

What's included

  • Guide documents — simple playbooks for scoping a process, picking the right kinds of steps, and checking your draft before you go live
  • Workflow Builder workflow — answer a few prompts about your process; get back a suggested list of steps you can build in the app
  • Workflow design assistant — an AI helper tuned to follow those guides so recommendations stay consistent

Good for

  • Your first workflow — learn by running the pack on a small, real example from your team
  • Repeatable planning — use the same flow whenever someone proposes a new automation
  • Teams — share one standard way to think about workflows before anyone starts clicking in the builder

How to use it

  1. Add this pack to your library and install it into your account.
  2. Open Workflow Builder and run it with a simple process you actually do today—not a huge hypothetical project.
  3. Read the suggested steps and the guide documents it points to.
  4. Create a new workflow in the app and build from that plan. Change names and steps until it fits how you work.
    You still create the final workflow yourself. This pack is your starting blueprint, not a finished automation—and you can edit everything after install.