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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.

Workflow Components#

Every workflow consists of these core components:

ComponentDescriptionExample
NameDescriptive identifier for the workflow"Weekly Market Report Generation"
DescriptionExplanation of what the workflow does"Generates a comprehensive market analysis report"
StepsOrdered list of operations to performResearch → Analyze → Write → Review
AgentsAI agents assigned to each stepResearcher, Analyst, Writer, Reviewer
TriggersHow the workflow startsManual, scheduled, or webhook-triggered

Creating Workflows#

Create workflows to automate your report generation process:

1

Click "Create Workflow"

From the Workflows page, click the Create Workflow button.
2

Name Your Workflow

Give your workflow a clear, descriptive name.
3

Add Description

Explain what the workflow accomplishes.
4

Define Steps

Add steps to your workflow using the visual builder.
5

Assign Agents

Assign an agent to each step from your Agent Library.
6

Configure Triggers

Set up how and when the workflow should run.
7

Save & Test

Save your workflow and run a test execution.

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.

Running Workflows#

Workflows can be executed in several ways:

MethodDescriptionBest For
ManualClick to run from the Workflows pageTesting, one-off executions
ScheduledRun automatically on a scheduleRegular reports (daily, weekly)
WebhookTriggered by external systems via APIIntegration with other tools
Event-basedTriggered by system eventsAutomated 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#

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.