Set Up Workflow

Use Workflows to define the trigger and follow-up actions that make a workflow useful.

In this example, a scheduled workflow creates a weekly chat summary of onboarding issues and emails it to the product team.

Before You Start

• You must have permission to edit the teamspace.

Steps

1. Open Workflows from the left-hand menu, then open a new workflow.
2. Add a trigger.
3. Add the actions you want to run, such as creating a chat and sending an email.

When Should I Use Workflows?

• When the same summary or follow-up should happen on a fixed schedule.
• When you want AI output delivered to a teammate or shared inbox without manual copying.

Tips

• Keep the chat prompt specific so the scheduled summary stays consistent from week to week.
• Add each email recipient as its own chip so it is obvious who will receive the result.
• Send the email to the team or inbox that will act on the result.

Example

This video shows a scheduled workflow that creates a weekly onboarding summary and emails it to the product team.

FAQ

Q: Do I need to change the default schedule before saving?

No. You can keep the default schedule during setup and adjust the timing later.

Q: What email address should I use?

Use a shared inbox or team distribution list when more than one person should see the workflow output.

Q: Can a workflow email have multiple recipients?

Yes. Add each address individually and confirm it so it appears as a chip in the recipient field.