Workflows Overview
Workflows let you automate complex, multi-step processes by connecting triggers, actions, and AI agents in a visual builder.
What Are Workflows?
Section titled “What Are Workflows?”Workflows are automated sequences that:
- Start with a trigger (manual, scheduled, or event-based)
- Execute a series of actions and decisions
- Use AI to process data, make decisions, or generate content
- Integrate with external tools and services
Use Cases
Section titled “Use Cases”Report Generation
Section titled “Report Generation”Automatically generate weekly reports by pulling data, analyzing trends, and creating formatted documents.
Lead Processing
Section titled “Lead Processing”When a new lead comes in, enrich the data, score the lead, and route to the right salesperson.
Content Pipeline
Section titled “Content Pipeline”Research topics, generate drafts, and queue content for review on a schedule.
Data Sync
Section titled “Data Sync”Keep data synchronized between Futurity and external systems.
Notifications
Section titled “Notifications”Send alerts when specific conditions are met in your data.
Workflow Components
Section titled “Workflow Components”Triggers
Section titled “Triggers”What starts the workflow:
| Trigger | Description |
|---|---|
| Manual | Click to run |
| Scheduled | Run on a schedule (daily, weekly, etc.) |
Node Types
Section titled “Node Types”Workflows are built using nodes, which can be:
| Node Type | Description |
|---|---|
| Human | Requires human input or approval |
| Agentic | Runs an AI agent (Corint or custom agent) |
| Tool | Executes a specific tool |
| Plugin | Executes a plugin action |
Workflow Structure
Section titled “Workflow Structure”Workflows use a graph structure with:
- Nodes: Individual steps in the workflow
- Edges: Connections between nodes that define execution flow
- Parallel execution: Nodes with no dependencies can run simultaneously
Variables
Section titled “Variables”Store and pass data between steps:
- Input variables from triggers
- Output variables from actions
- Global variables for reuse
The Workflow Builder
Section titled “The Workflow Builder”The visual workflow builder lets you:
- Drag and drop nodes onto the canvas
- Connect nodes to define flow
- Configure each node’s settings
- Test with sample data
- Monitor execution in real-time
Workflow States
Section titled “Workflow States”| State | Description |
|---|---|
| Draft | Being edited, not active |
| Active | Running when triggered |
| Paused | Temporarily disabled |
| Error | Encountered an issue |
Run History
Section titled “Run History”Every workflow execution is logged with detailed information:
- Execution ID: Unique identifier for each run
- Start time and duration: Performance metrics
- Trigger data: What started the workflow
- Node execution: Inputs and outputs for each step
- Status: Success, failure, or cancellation
- Error details: Stack traces and debugging info
Access run history from the workflow page to monitor performance and debug issues.
Scheduling
Section titled “Scheduling”For scheduled workflows, you can:
- View next run time: See when the workflow will execute next
- Manage schedules: Create, update, or delete schedule configurations
- Multiple schedules: Assign different schedules to the same workflow
- Timezone support: Schedule runs in your preferred timezone
Scheduled workflows require default values for all human nodes to ensure they can run automatically.
Example: Weekly Report Workflow
Section titled “Example: Weekly Report Workflow”[Trigger: Every Monday 9am] ↓[Agentic Node: Analyze last week's sales data] ↓[Agentic Node: Generate report summary] ↓[Human Node: Review and approve report] ↓[Agentic Node: Save report to Vault]Getting Started
Section titled “Getting Started”- Plan your workflow: What triggers it? What should happen?
- Start simple: Build the core flow first
- Test thoroughly: Use test data before activating
- Monitor: Watch the first few runs for issues