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Workflow Canvas

Build multi-step tasks under Automation → Workflows, combine agents and tools, and inspect artifacts and delivery results.

Overview

Workflows live under Automation → Workflows. The editor organizes tasks as linear steps: start with a trigger and input, process it with agents, tools, or parallel agents, then produce the result. Each step can use the run input, the previous result, or a selected step's result.

You can also query, create, and update workflows in chat, then run one when explicitly requested. Chat and the workspace share the same definitions and run records. Saving a definition does not start a run.

Step Anatomy

Configure processing and resources for each step type:

FieldDescription
InputSelect the run input, previous result, or a selected step's result, using text, a structured field, or artifacts as needed.
Agent and modelSelect an agent and provide instructions. Inherit the model settings or choose a model for this step.
Tools and parallel processingA tool step selects an MCP tool and its arguments; a parallel step assigns separate tasks to multiple agents.
ResourcesInherit, select, or omit skills, prompts, knowledge, and tools. Memory retrieval and writeback follow the step settings.
OutputPrepare final text, structured results, or artifacts, and choose file formats and delivery destinations.

Create a Workflow

  1. Open the Automation → Workflows tab and create a new workflow
  2. Add steps, then add / remove / reorder them as needed
  3. Select agent, tool, or parallel processing and configure input, instructions, model, and resources
  4. Set file formats and delivery destinations in the output step
  5. Save the workflow
  6. Click Dry Run, provide the run input, and inspect step states and the final result

Dry Run calls the actual models and tools and performs the configured output and delivery actions. The run record preserves the definition and input used for that execution.

Automation workflow page
Workflow editor with input, processing, and output steps. Click the image to view full size.

Files and Delivery

The output step can generate PDF, Markdown, or HTML files. Return results to the source conversation or workflow conversation, send them to configured DingTalk or email destinations, or save them to a desktop or service-side directory. Accounts, destinations, and directories must be available in the connected environment.

Run details show step execution, file generation, and delivery states separately. Download ready files or use the corresponding action for failed file generation or delivery. Email acceptance does not prove receipt by the recipient; channel results follow actual receipts.

Scheduled and Event Triggers

Run the same workflow manually, schedule it, or bind an existing Webhook. Check the enabled state after saving the trigger. Updating a schedule and starting an immediate run are separate actions.

Execution & Status

Run details and history show actual states for the overall run, individual steps, and parallel tasks:

Tip: Return through run history after leaving the page. Resumable failed or interrupted runs reuse completed step results. File generation and delivery failures have separate recovery actions, so resending a result does not require rerunning the entire task. Execution stays on the original service; a local service stops when the computer shuts down.

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