Build your first workflow

This guide builds a small support-triage workflow: it takes a customer email, classifies it, and sends billing questions to an agent and everything else to Slack. The same steps work for any workflow.

Before you start

• At least one agent with a model key. AI blocks (Agent, Knowledge lookup, Classify, Extract, Guardrail check, MCP tool call) all act through one of your agents. See Create an agent.
• Credits for the AI blocks you test: Agent, Classify and Extract cost 1 credit each time they run.
• A Slack incoming webhook URL if you want the Slack block.

Steps

1. 1

   Create the workflow

   Open Workflows in the sidebar and create a new workflow. Give it a name. The designer opens with a Start block on the canvas.

2. 2

   Define the inputs on Start

   Select the Start block and add its Inputs, for example email and message. Each input is text; required inputs can't be empty when a run starts. Later blocks read them as {{input.email}} and {{input.message}}.

3. 3

   Add blocks from the palette

   Open Blocks, search or browse the groups (AI, Tools, Actions, Logic, Data) and drag a block onto the canvas, or click it to add it. Add a Classify block, a Condition, an Agent block and a Slack message.

4. 4

   Connect them

   Drag from a block's exit to the next block. Classify has one exit per label plus Other, so connect the billing exit to the Agent block and the others to Slack. Select a connection to remove it.

5. 5

   Fill in each block's settings

   Select a block to open its settings. Classify: pick an agent (its model does the sorting), set Text to classify to {{input.message}} and add labels with a description each. Agent: pick the agent and set Message to the text it should answer. Slack: paste the Incoming webhook URL and write the message. A block with problems shows Issues with this block.

6. 6

   Test the draft

   Click Test run, fill in the inputs and run it. The run panel shows each block's status, input, output, tokens and time as it goes. Fix what's wrong and test again; test runs don't pay the outbound run credit, but their Agent and AI blocks cost the same as live.

7. 7

   Publish

   Click Publish. The current draft becomes the live version. The webhook trigger and the API only ever run the published snapshot; keep editing and publish again when the draft is ready.

If something goes wrong