DocumentationTools
Workflows
Workflows are processes in anymize that run on their own: a trigger such as an email, a schedule or a chat message starts them, then they work through their steps in order.
5 min readUpdated
What a workflow is
A workflow consists of a trigger and steps. The trigger defines when the process starts. Each step receives the data of the previous one, does one job and passes on its result: search a knowledge base, let an AI agent answer, send an email, write a row into a spreadsheet.
| Trigger | Starts the workflow when |
|---|---|
| Chat | you call it in chat or the assistant uses it as a tool |
| Schedule | an interval is reached, for example weekdays at 9 am |
| Webhook | another program sends data to its own address |
| New Outlook email | an email arrives in the connected mailbox |
| Telegram | a message is sent to the connected bot |
Build a workflow
- 01Open Apps on the left, then Workflows.
- 02Create an empty workflow and choose how it should start.
- 03Add the next step with the plus on each step.
- 04Insert values from earlier steps with double curly braces, for example the sender address of an email.
- 05Test the workflow and check in the history what each step received and returned.
You do not have to place every step yourself. In the Workflow Builder you describe in one sentence what should happen, and the builder lays out the process on the canvas. Whatever is already there stays.
Can the assistant start a workflow from chat?
Yes. If you enable a workflow as a chat tool, the assistant can call it in any chat. You define which fields the workflow needs, and the assistant reads them from the conversation. Write “Send Anna an email about tomorrow's meeting” and the workflow gets recipient, subject and text without you typing anything.
Credentials, history and errors
- Secrets: you enter API keys and passwords once, encrypted, and use them in several steps without exposing them in the workflow.
- Runs: every run is traceable in the history, even when a webhook, a schedule or an email started it.
- Errors: if a run fails, the workflow shows it and names the step where it got stuck.
The technical reference for all steps and the workflow API is in the API documentation. This page explains how to use workflows.