Workflows

Workflows let you automate multi-step processes by chaining triggers, skills, and actions together. Build once, run automatically.

How It Works

1. Go to Agents → Workflows
2. Click Create Workflow
3. Define a trigger (e.g., new contact added, form submitted, deal stage changed)
4. Add steps — each step uses a skill or performs an action
5. Activate the workflow

Workflow Structure

Every workflow follows the same pattern: a trigger starts it, steps process the data, and actions produce an output.

Component	Role	Examples
Trigger	Starts the workflow when an event occurs	New website visitor, form submitted, new intent signal, webhook, manual run
Steps	Process, transform, or decide on data	Run an AI action, check a condition, loop over a list, wait for human approval
Actions	Produce an output or side effect	Send email, add to list, add to sequence, send Slack DM, hand off to agent

The visual builder lets you connect these as nodes on a canvas. Drag nodes from the palette, connect them with edges, and configure each one in the side panel.

Builder Modes

You can build workflows in three ways:

• Visual — drag-and-drop node canvas (recommended for complex logic)
• Simple — linear step list (best for straightforward chains)
• Code — raw JSON editor (for advanced users)

Switching between modes converts the workflow automatically.

Available Nodes

Category	Nodes
Core	Start, End, Trigger, Webhook
Actions	Action (LLM / API / Script), Agent, Built-in Tool (web search, knowledge search)
Control Flow	If/Else (conditional branching), Loop (for-each, while, times), Human Approval
Data	Transform (map, filter, extract, format), Set Variable
Multi-Agent	Handoff (transfer to another agent with context)
Integrations	Add to List, Add to Sequence, Send Email, Send Slack Notification, Send Roam Notification

Workflow Actions

Actions are the nodes that do work. Each action has an input mapping that pulls data from previous steps using variables.

Variables

Use ${input.field_name} to reference workflow inputs and ${step1.result} to reference output from earlier steps. Variables are available in any text field inside a node configuration.

For example, a “Draft Outreach Email” step might map:

• company_info → ${step1.result}
• recipient_name → ${input.contact_name}

Integration Actions

Action	What It Does
Send Email	Send or draft an email through a connected mailbox. Configure to, subject, content, CC/BCC
Add to List	Add a contact to a CDP list by mapping input fields
Add to Sequence	Enroll a contact in a sequence with optional list association
Send Slack Notification	Send a message to a Slack channel or DM a user. Choose channel or dm mode, select the target, and write the message using variables
Send Roam Notification	Send a notification to a team member via ro.am

Error Handling

Each action node has an error strategy:

• Stop — halt the workflow on failure
• Continue — skip the failed step and move on
• Retry — retry with configurable attempts, delay, and backoff (fixed or exponential)
• Fallback — route to a different node on failure

Using Skills in Workflows

Skills are reusable AI action definitions with a fixed prompt, input schema, and output format. Inside a workflow, skills appear as Action nodes with runtime_type: llm.

To use a skill in a workflow:

1. Add an Action node to the canvas
2. Select an existing skill from the action picker — or create one from a template
3. Map the skill’s inputs to data from the trigger or previous steps
4. The skill’s output becomes available to downstream nodes as ${stepN.result}

graph8 includes pre-built skill templates across categories: Sales (lead qualification, company research), Marketing (content summarization, social post generation), Support (ticket analysis, knowledge search), and Research (competitive analysis, meeting prep).

Templates

Click Use Template when creating a workflow to start from a pre-configured example:

Template	Category	What It Does
Lead Qualification	Sales	Research company → qualify lead → draft outreach email
Content to Social Media	Marketing	Summarize content → generate LinkedIn post → generate Twitter thread
Contact Data Enrichment	Data Processing	Enrich company data → validate email → generate contact summary
Customer Support	Support	Analyze ticket → search knowledge base → draft response
Meeting Preparation	Productivity	Research attendees → generate agenda → prepare discussion points
Competitive Intelligence	Research	Research competitor → analyze features → generate comparison report

Templates are starting points — customize triggers, add steps, or swap actions to fit your process.

Execution & Monitoring

After activating a workflow, you can monitor runs from the workflow detail page:

• Each execution shows status (running, completed, failed, paused)
• Click into a run to see per-node results, duration, and any errors
• Workflows with a Human Approval node pause until someone approves or rejects

Best Practices

• Start with a template and modify it rather than building from scratch
• Use If/Else nodes to handle edge cases — e.g., skip outreach if the lead score is too low
• Set stop on failure for critical workflows where partial execution causes problems
• Add a Human Approval node before irreversible actions like sending emails or enrolling in sequences
• Keep workflows focused — one workflow per outcome. Chain workflows via webhooks for complex pipelines

Tip

Test workflows with the Test Execution dialog before activating. It runs the workflow with sample data and shows results for each step without triggering real actions.

Related

• Skills → — The building blocks workflows use
• Agents → — AI agents that execute workflow steps