Workflow

A workflow saves a series of tasks you use repeatedly and lets you run them with a single click whenever you need. You can create your own automation routines just by talking to the agent — no coding required. Beyond simple repetition, workflows can behave differently based on conditions or pull in external data — just describe it to the agent.

When You Need a Workflow

If you’re receiving the same file every week and organizing it the same way, save it as a workflow.

• Monthly procedure to organize sales data and update the summary sheet
• Filter rows matching specific conditions from raw data and copy to a separate sheet
• Calculate totals across multiple sheets and organize into a report format
• Fetch data from an external API and add it to the workbook

Creating a Workflow

You can create a workflow by telling the agent directly “save this as a workflow,” or by creating a new one from the workflow panel.

Ask the Agent

Describe the automation procedure you want in the chat and ask to save it as a workflow.

"Read the data from the RawData sheet each month, sum it by team,
then enter it into B2:B6 of the Summary sheet.
Name it 'Monthly Team Sales Aggregation'."

The agent understands the procedure and builds the workflow.

Verify and Test the Workflow

Once the workflow is created, you can view it in the workflow panel. Click the Run button to verify it works correctly.

Save and Reuse

Once saved, a workflow can be run again at any time in the same workbook. You can also ask the agent: “Run the workflow I created last time.”

Running a Workflow

Run Directly from the Panel

Find the workflow you want in the workflow panel and click the Run button.

Run via the Agent

Ask the agent to run it from the chat window.

"Run the Monthly Team Sales Aggregation workflow"

When a workflow runs, each step proceeds in order and you can review the results when complete.

Workflows with Input Values

Instead of running with fixed values every time, you can set up a workflow to accept values that change each time (dates, names, amounts, etc.) at runtime. For example, it can accept a “reference month” and process only that month’s data. When the agent asks for the value at runtime, just answer naturally.

"Create a workflow that accepts the month to analyze at runtime,
then filters and summarizes only that month's data"

"Create a workflow that accepts a company name at runtime"

Accepted input types: text, number, date, cell range, file

Agent: "Which month's data should I process? (e.g., 2024-01)"
User: "2024-03"
Agent: Runs the workflow with March 2024 data

Behaves Differently Based on Conditions

You can build workflows that act differently depending on the situation — “do this in one case, do that in another.”

"Create a workflow that colors the 'Achieved' cell green if total sales exceed the target,
or red if they don't"

"Create a workflow that creates a list in a separate sheet if any item has fewer than 10 in stock,
or enters 'Stock sufficient' if not"

Repeats the Same Task Across Multiple Items

You can apply the same processing sequentially to multiple items like a list of sheets, products, or teams.

"Create a workflow that calculates the total for each regional sheet (Seoul, Busan, Daegu, Gwangju)
and adds the result as a new row in the Summary sheet"

"Create a workflow that reads each company name in column A,
searches for that company's stock price, and enters it in column B"

More Ways to Use It

Combining workflows with external service integrations unlocks a completely different level of automation with a single click.

Pull BigQuery Data and Create a Report

You can build a flow that accesses a database directly, extracts the data you need, and analyzes and visualizes it — all at once.

"Create a workflow that fetches this month's data from the orders table in BigQuery,
aggregates it by region and category, and creates a chart"

Once built, every month the workflow runs once and the latest report is done.

Complete a Financial Statement from Just a Company Name

You can build a workflow that takes a company name as input, finds the disclosure data, and organizes financial indicators.

"Create a workflow that takes a company name as input, finds the last 3 years of financial statements in DART,
and organizes revenue, operating income, and net income in a table with a year-by-year chart"

"Create a workflow that takes a US stock ticker as input, finds SEC Edgar filings,
and summarizes the key figures"

Automatically Detect Payment Anomalies

You can also build a monitoring flow that periodically fetches Stripe payment data and records any unusual patterns in a separate sheet.

"Create a workflow that fetches today's Stripe transactions
and records any card charged 3+ times within 1 hour in the 'Suspicious Transactions' sheet"

Monitoring flows like this shine when paired with a schedule. Set the workflow to run automatically every hour or every day, and anomalies pile up without anyone watching. → Run automatically with schedules

Process Receipt Files and Create a Settlement Sheet

You can also build a flow that reads an attached file and completes the settlement sheet automatically.

"Create a workflow that accepts a receipt image as input, reads the date, items, and amounts,
adds them to the settlement sheet, and recalculates the monthly total"

To use external services like DART, BigQuery, or Stripe, connect the connector first.

→ Connectors & Credentials

Running Automatically at a Set Time (Schedule)

Instead of running a workflow manually every time, you can attach a schedule so it runs automatically at a set time. Recurring tasks like refreshing a report every Monday morning or generating a settlement sheet on the 1st of each month are handled without you lifting a finger.

"Schedule the Monthly Team Sales Aggregation workflow to run automatically at 9 AM on the 1st of every month"

Schedules can be attached to plain agent messages too, not just workflows. See the schedule docs for setup and the management screen.

→ Run automatically with schedules

Modifying · Deleting Workflows

If an existing workflow isn’t working correctly or you want to change the procedure, you don’t have to fix it manually. Just describe the problem or what you’d like to change to the agent and it will make the fix.

"In the Monthly Team Sales Aggregation workflow, change the input from the Summary sheet to the Report sheet"
"I ran the sales aggregation workflow and got an error saying it can't find the sheet. Please fix it."
"Delete this workflow"

The number of workflows you can create depends on your subscription plan. Check your current plan’s limit on the Settings > Subscription page in the app.