Options for running workflows
There are multiple ways to run workflows:
Run a workflow (single): Run a workflow once with manual inputs
Bulk run a workflow: Run a workflow multiple times based on a dataset
Schedule a workflow: Set workflows to run on a schedule
Integrate a workflow: Incorporate workflows into your existing tools and platforms
Run a workflow in chat: Execute workflows directly within Cassidy's chat interface
The steps for each option can be found below.
Run a workflow (single)
Run a workflow one time with manually entered inputs.
Navigate to the "Run" tab: In the workflow details view, click on the "Run" tab.
Enter inputs: Fill out the form with the required inputs for the workflow.
Run the workflow: Click the "Run Workflow" button to execute the workflow with the provided inputs.
Bulk run a workflow
Run a workflow multiple times, based on a dataset.
Navigate to the "Bulk Run" tab: In the workflow details view, click on the "Bulk Run" tab.
Create a Bulk Run View: Click the dropdown menu, select "Create New View", and name it.
*You can also use the default untitled bulk run and simply rename it.Import data or add rows: To populate your dataset, you can either import data or manually add rows and fill out the inputs.
For tabular data with a basic set of columns and rows, refer to the article on Importing CSV for bulk runs for more information.
For more unstructured data, refer to the article on Importing unstructured data for bulk runs (smart import) for more information.
Select rows to run: After successfully importing your data, you can choose to run the workflow on specific rows by selecting them individually, or you can click the "Run All" button to execute the workflow on the entire dataset. Alternatively, use the "Run This Page" button to process only the rows visible on the current page.
Monitor simultaneous runs: Multiple workflow runs will be executed simultaneously, and the results will be displayed in the table.
Export results: Once the runs are complete, you can export the results as a CSV file for further analysis or sharing.
Schedule a workflow
Set workflows to run on a schedule.
Workflow runs automatically: A workflow with a scheduled trigger will run automatically at the set times specified in the trigger settings.
Integrate a workflow
Incorporate workflows into your existing tools and platforms.
Workflow runs automatically: A workflow with a webhook or integration trigger (like Slack or Zapier) will run automatically in the background whenever the specified event occurs in your connected tool or platform.
Run a workflow in chat
Execute workflows directly within Cassidy's chat interface.
*For detailed steps on running a workflow in a chat, refer to the running a workflow in a chat article in the Chat collection.
*You can check your previous workflow runs and the credits they consumed by clicking the "View Previous Runs" button in the top right corner of the workflow details page.
*While editing a workflow, you can test it by clicking the "Test Workflow" button to ensure it functions as expected before running it on actual data.
By understanding the various methods of running workflows in Cassidy, you can leverage the power of AI automation to streamline your processes and boost productivity across different scenarios and platforms.