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Running a workflow
Running a workflow

Run AI-powered workflows in various ways

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

Bulk run a workflow

Run a workflow multiple times, based on a dataset.

  1. Navigate to the "Bulk Run" tab: In the workflow details view, click on the "Bulk Run" tab.

  2. 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.

  3. Import a CSV or add rows: To populate your dataset, you can either import a CSV file or manually add rows and fill out the inputs.

    • Upload or drag and drop your CSV file

    • Map columns

  4. Select rows to run: 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.

  5. Monitor simultaneous runs: Multiple workflow runs will be executed simultaneously, and the results will be displayed in the table.

  6. 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.

  1. 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.

  1. 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.

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