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Working with a Workflow follows three stages: configure the inputs for each Sub-agent step, start the Workflow, and review the comprehensive deliverable produced by multiple Agents working in sequence.
Workflow detail modal showing Use Cases, Core Capabilities, and Limitations

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Configuring the Workflow

After clicking “Use Workflow” from the detail view, the setup page shows each Sub-agent step displayed vertically. Each step is numbered with an orange circle badge and includes a full description, core capabilities, and two optional input buttons:
  • ”+ Add connector”: Opens a modal listing your configured Connectors (Confluence, Jira, File, and others) with checkboxes. Select which data sources this step should search.
  • ”+ Add file”: Opens the Vault file browser. Navigate folders, search, and select files relevant to this step.
After attaching inputs, the setup page shows Connector icons and file name pills on each step.
Workflow setup page showing Sub-agent steps with attached Connectors and files
Attaching relevant Connectors and files produces significantly better results. Without inputs, the Workflow still runs, but the final Sub-agent will produce a generic output asking for data. For meaningful analysis, attach the data sources most relevant to each step.

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Starting and watching execution

Click “Start Workflow” at the bottom of the setup page. Each Sub-agent executes in sequence:
  • Status indicators on each step animate through three states: empty circle (not started), spinning (working), green checkmark (completed).
  • On the catalog page, your running Workflow shows a green “Running” badge with real-time progress (“Agent 1 of 4”).
  • Sub-agents execute one by one, each passing its output to the next in the sequence.

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Reviewing results

When the Workflow completes, the conversation opens in a split-screen layout:
  • Left side: The chat conversation showing file attachments, Sub-agent outputs, and the final synthesized deliverable.
  • Right side: A persistent Workflow panel showing all Sub-agent steps with their status indicators, attached Connectors, and files.
The conversation continues from the final Sub-agent’s output. Ask follow-up questions, request additional analysis, explore suggested next steps, or request a different format for the deliverable.

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When to use Workflows vs. individual Agents

Use a Workflow when…Use an Agent when…
The work benefits from multiple specialist perspectivesYou need a focused deliverable from one specialist
You want a comprehensive package (board prep, audit report, campaign plan)You want a quick, targeted result (contract review, status report)
The task has multiple phases (research, analysis, synthesis)The task is straightforward and well-defined
Multiple data sources need to be combined and synthesizedOne data source or topic is sufficient

Agents

Browse individual specialist Agents

Use Cases

See Workflows in action across departments