This page outlines how to create, run, and manage Workflows and Tasks in Agent. It describes required fields, configuration options, and current limitations.

Users can view all created Workflows in a list, including the number of tasks associated with each Workflow.

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To run a Workflow, select it, choose the files it should process, and then start the run. The following steps describe this process in the Agent UI.

Navigate to the Workflow tab and click the Run button for the Workflow you want to execute.

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In the file selection area, browse the list of available files and file groups. Select the files or groups that contain information relevant to your Workflow tasks so that Agent has the necessary context.

A Basic Task Chain runs each of its Tasks for each of the selected files.

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A Flexible Workflow supports assigning files to individual Tasks using the matrix table.

1. For each selected file, use the table to assign it to relevant Tasks.

2. Each Task in the matrix must have at least one file assigned.

3. Files can be assigned to multiple Tasks if they are relevant to more than one Task.

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Review your file selections and click Run to start the Workflow.

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When creating a new Workflow, you can choose between two types: Basic Task Chain and Flexible Workflow.

1. Add a Workflow Title: Enter a descriptive title for your workflow.

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2. Choose Workflow type: Select either Basic Task Chain or Flexible Workflow.

   1. Basic Task Chain: Tasks run one by one, applying the same actions consistently across each selected file.

   2. Flexible Workflow: Allows different inputs per task and supports dependent tasks that use results from previous steps.

3. Choose model: Select the LLM that will process the Workflow’s Tasks.

4. Create Task sequence: Map out the actions your Workflow will take. Tasks can be rearranged unless they are dependent tasks.

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5. Add a description (optional): If added here, the description is displayed to users before they run the Workflow.

• Preview: View the task details.

• Edit: Modify the task configuration.

• Delete: Remove the task.

1. Define the Task: Provide a title and instructions.

2. Result Output: Specify the type of result output.

3. Test: Run a test to preview the task outcome.

1. Define the Task: Provide a title, instructions, and a knowledge base (sources for the knowledge base, result from previous task, and/or additional information).

2. Result Output: Specify the type of result output. You can also choose not to show this result in the final output and add additional format specifications (optional).

3. Test: Hidden when using Result from previous Task as a knowledge base.

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A Basic Task Chain runs its tasks one by one against all input documents.

• Title: A clear and descriptive title (up to 100 characters).

• Instructions: Detailed instructions on how the task should be carried out (up to 30,000 characters).

• Result Output: Choose one:

  • Detailed Explanation: Comprehensive text responses with explanations and context.

  • Numerical Value: Specific numbers or quantitative data.

  • Confirmation Statement: Straightforward yes/no or true/false responses.

A Flexible Workflow lets you assign specific files or results from previous tasks to each task. Use this for workflows where tasks depend on different inputs or on earlier outputs.

• Title: A clear and descriptive title (up to 100 characters).

• Instructions: Detailed instructions on how the task should be carried out (up to 30,000 characters).

• Knowledge Base: Enhance the task's context and resources by including one or more of:

  • Files: Use uploaded documents as context.

  • Result from Previous Task (Dependent Tasks): Incorporate outputs from earlier tasks. At least one previous task must exist. When this option is selected, the Test section is unavailable.

• Additional Information: Add any relevant information (up to 30,000 characters). If this option is selected, the field is required.

• Result Output: Choose one:

  • Detailed Explanation

  • Numerical Value

  • Confirmation Statement

• Do not show the result in the final result: Option to hide the task result from the final Workflow output.

• Additional format specifications: (Optional) Custom format specifications describing how the task result should be presented.

To edit a Workflow, hover over its entry in the list. The Edit (pencil) and Delete (trash can) icons are displayed. Click the Edit icon.

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You can reorder tasks within a Workflow. However, tasks that depend on previous tasks must remain after the tasks they depend on.

• Constraints:

  • Dependent tasks must be placed after their dependencies. Attempting to move a dependent task in a way that would break this constraint will result in an error message:

Dependent tasks within a workflow are marked with a connection icon. This indicates that the task relies on a previous task in the sequence.

• Connection Icon:

  • The connection icon is displayed next to dependent tasks, helping users quickly identify tasks that have dependencies.

On the Run Workflow screen, an Edit Workflow button appears next to Run in the upper-right corner. It provides the same editing options as the Edit button on the Workflows list.

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To delete a Workflow, hover over its entry in the list. The Edit (pencil) and Delete (trash can) icons are displayed. Click the Delete icon.

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A confirmation dialog will then appear.