For the complete documentation index, see llms.txt. This page is also available as Markdown.

Workflows and AI

AI can help in two different stages of a workflow.

Goal
Use

Describe the process and generate editable steps

Interpret input or make a contextual decision during execution

Generated steps still need correct data sources, inputs, conditions, and credentials. An agent used during execution needs appropriate instructions and tools.

Test the complete process, including the data passed into and out of AI steps. Use an approval process when the business process requires a person to authorize an action.

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