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.

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

For workflows that require values that change each time (dates, names, amounts, etc.), you can set input values. Enter the value at runtime and the workflow uses it.


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

For workflows that ask for input values, the agent will ask for the necessary information at runtime. Just answer naturally.

Modifying · Deleting Workflows

If an existing workflow isn’t working correctly or you want to change the procedure, ask the agent.


"In the Monthly Team Sales Aggregation workflow, change the input from the Summary sheet to the Report sheet"
"Delete this workflow"

Modifying workbook data directly while a workflow is running may interrupt it. Make edits after the run completes.

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.