Workflows
Create and manage automated multi-step workflows that chain AI agents together to tackle complex report generation tasks.
What are Workflows?#
Workflows in PromptReports are automated multi-step processes that coordinate multiple AI agents to accomplish complex tasks. Instead of manually orchestrating each step, you define the workflow once and let the system handle execution automatically.
Multi-Step Automation
Chain multiple steps together into a single automated process.
Agent Orchestration
Coordinate multiple AI agents working in sequence or parallel.
Reusable Templates
Define once, run many times with different inputs.
Scheduled Execution
Run workflows automatically on a schedule.
Multi-Agent Orchestration
Workflow Components#
Every workflow consists of these core components:
| Component | Description | Example |
|---|---|---|
| Name | Descriptive identifier for the workflow | "Weekly Market Report Generation" |
| Description | Explanation of what the workflow does | "Generates a comprehensive market analysis report" |
| Steps | Ordered list of operations to perform | Research → Analyze → Write → Review |
| Agents | AI agents assigned to each step | Researcher, Analyst, Writer, Reviewer |
| Triggers | How the workflow starts | Manual, scheduled, or webhook-triggered |
Creating Workflows#
Create workflows to automate your report generation process:
Click "Create Workflow"
Name Your Workflow
Add Description
Define Steps
Assign Agents
Configure Triggers
Save & Test
Workflow Builder#
The visual Workflow Builder makes it easy to design complex automation:
Step Editor
Add, remove, and reorder steps in your workflow.
Flow Visualization
See how steps connect and data flows between them.
Step Configuration
Configure each step with agents, prompts, and parameters.
Validation
Automatic validation ensures your workflow is complete.
Step Design
Running Workflows#
Workflows can be executed in several ways:
| Method | Description | Best For |
|---|---|---|
| Manual | Click to run from the Workflows page | Testing, one-off executions |
| Scheduled | Run automatically on a schedule | Regular reports (daily, weekly) |
| Webhook | Triggered by external systems via API | Integration with other tools |
| Event-based | Triggered by system events | Automated responses to data changes |
During execution, you can monitor progress in real-time:
Execution Status
See which step is currently running.
Duration Tracking
Monitor how long each step takes.
Pro Tips#
Best Practices
- Start simple - build and test one step at a time before adding complexity
- Use descriptive step names that explain what each step does
- Match agents to steps based on their strengths (researchers research, writers write)
- Include a review step at the end for quality assurance
- Test workflows with small inputs before running on full datasets
- Monitor execution counts to understand workflow usage patterns
- Create separate workflows for different report types rather than one mega-workflow
- Document your workflows so team members understand how they work
Workflows are the automation backbone of PromptReports. They enable you to create sophisticated report generation pipelines that run reliably without manual intervention. Combine workflows with Schedules for fully automated recurring reports.