Workflows
What a workflow is
A workflow is a procedure you want done the same way every time, broken into steps. Each step goes to the specialist best suited to it, and each step's work is handed to the next.
Example: Research & Report
- Researcher finds and reads the sources.
- Analyst pulls out what matters.
- Writer turns it into a structured report.
Steps that don't depend on each other run at the same time, so a five-company comparison researches all five companies at once.
Use a workflow when you'll do the same kind of work again with different inputs: a different client, topic or week. For a one-off request, just ask in chat.
Workflows that come with AI Partner
Open Build → Workflows. The Templates tab lists everything available to you.
General purpose
| Workflow | What you get |
|---|---|
| Research & Report | A researched, structured report on any topic |
| Consulting Discovery | Client brief → competitive landscape → gap analysis → findings ready for slides |
| Bulk Item Processor | The same research for each item in a list (companies, URLs, topics), then one combined summary |
| Dynamic Investigation | Open-ended research that adds steps as it learns more |
| Write → Validate → Revise | A draft that's checked and reworked until it passes |
| Code & Document | Documentation for a codebase: README, architecture notes, inline docs |
| Daily Digest → Send to My Channel | A digest on a topic, sent to your phone |
| LinkedIn Thought Leadership · Instagram Batch Content · YouTube Content Pipeline | Ready-to-post content packages |
| Month-End Close | Bookkeeping close for the month |
| Security VAPT | An authorised security assessment of a site or repository you own |
Your AI team's workflows
These are the procedures your employees follow. Their jobs run them automatically, but you can also run any of them yourself.
| Employee | Workflows |
|---|---|
| @gtm | GTM foundation · Market watch · Offer experiment · GTM review · Competitor change |
| @creator | Content plan · Content drafts · Publish to X · Content review |
| @bdr | Lead triage · Account research · Outbound batch · Pipeline review |
| @presales | Call prep · Discovery summary · Proposal and SOW |
| @delivery | Kickoff plan · Client status · RAID update · Change request |
| @builder | Build task · Evaluation run · Handover docs |
Client-facing workflows check their own work against a fixed source before anything leaves. A change request's prices must come from your offers or the client record. A status report's claims must match its evidence. Anything that can't be confirmed is marked "to confirm" instead of guessed.
Running a workflow
From chat
Type /workflow in the chat box, pick one, fill in what it asks for, and start it. A progress card appears in the conversation and updates as each step finishes.
From the Workflows screen
- 1Pick a template
On the Templates tab, click the workflow you want.
- 2Say what you want
Fill in its details (a topic, a client, a list of companies) and describe anything specific you need.
- 3Attach files (optional)
Attach files to give the workflow material to work from: a brief, a PDF, a spreadsheet or images. Every step can read them.
- 4Add background (optional)
Open Context to add facts it should always assume, such as "Our fiscal year ends March 31" or "Our clients are mid-size manufacturers". Click Save as default to keep them for every run of this workflow.
- 5Choose the format and run
Pick a Delivery format and start the run.
Load previous… refills the form with the details from a recent run, and Run Again on a finished run repeats it with the same details.
From a job
A job can run a workflow on its own schedule, or when something happens: an email arrives, a meeting is coming up, a page changes. In the job's Edit, add a wake and choose Run a workflow. To run one right now, use Run a workflow on the job's page.
When a job runs a workflow, the work lands in that job's folder and the workflow uses the job's notes, so each run builds on the last one.
Choosing the format
| Format | Best for |
|---|---|
| HTML (default) | A polished page that opens anywhere |
| Something to print or send as-is | |
| PowerPoint | A deck, with one slide per section |
| Word | A document you'll keep editing |
| Excel | Tables and data, with one sheet per table |
You choose per run, so the same workflow can give you a deck today and a PDF tomorrow. The format choice only appears for workflows that produce a report. If a workflow's result is a spreadsheet, a sent message or a published post, there's nothing to convert.
Watching it work
The Active tab shows each running workflow step by step: which specialist is on it, what it's doing right now, how long each step took and what it cost. A diagram of the steps shows what hands work to what. Click a step to see its log and the files it produced.
When the run finishes, its files are ready to preview and download on the run and under Work → Generated Files. The History tab keeps finished runs. Delete the ones you no longer need.
Up to three workflows run at once. If you start a fourth, wait for one to finish.
Nothing goes out without your yes
Any step that would send, post or change something outside AI Partner, like an email, a post on X or a CRM update, prepares the exact message and waits for your approval. You're asked in the app (on the job's page, when a job ran it) and on Telegram if it's connected. What you approve is exactly what goes out. Skip it, or let it expire, and nothing is sent.
If a step fails and is retried, anything it already sent isn't sent again.
Make your own workflow
Save one from a conversation
The easiest way. After you've worked through a process in chat, say:
- "Save this as a workflow"
- "Make this repeatable"
- "Create a workflow from our discussion"
AI Partner works out the steps and the details that change from run to run, saves the workflow, and tells you what it made. It appears in the Templates tab and in /workflow straight away. You can also type /workflow and choose Create workflow from this conversation.
It works best when the conversation makes three things clear: the steps in order, the inputs that change each time (client, topic, date), and what should come out. If the result isn't right, say what to change and ask it to try again.
Describe it and let AI plan it
Click AI Generate, describe the outcome you want in a few sentences, and AI Partner plans the steps and assigns specialists. Review the plan, then save it.
Build or change one by hand
Click New Template, or Edit on any workflow card (also available from the /workflow list in chat). For each step, set:
- What it does: plain instructions for that step.
- Who does it: which specialist agent.
- Runs after: which earlier steps it waits for. Steps with nothing to wait for run in parallel.
- On failure: retry the step, skip it and carry on, stop the workflow, or Pause for review so you can decide.
Add Parameters for the inputs that change each run (client name, topic, date). They become the fields you fill in when you start it.
To make a workflow part of an employee's toolkit, add the employee's name (for example presales) to the workflow's Tags. Or add a wake on the employee's job that runs it.
Run it on a schedule
Hover over a workflow card and click the calendar icon. Choose how often (every day, weekdays, Mondays, hourly or a custom time), fill in its details, and save. It runs by itself from then on. Manage schedules under Work → Task Scheduler.
If the result is something that needs following up over time, like a pipeline, a client or a content calendar, give it to a job instead of a plain schedule. A job remembers its earlier runs, while a scheduled workflow starts fresh each time.
Workflow, chat request or job?
| Chat request | Workflow | Job | |
|---|---|---|---|
| Use for | One-off work | The same procedure, repeated | An ongoing responsibility |
| How it runs | One agent works it out | Fixed steps, each with a specialist | Wakes up and runs its workflows or instructions |
| Remembers earlier runs | No | No | Yes |
| Example | "Research NVIDIA's last earnings" | "Competitor analysis for any niche" | "Every Monday, tell me what our competitors changed" |