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Workflows

Automate tasks with workflows, from creation to execution.

Overview of WorkflowsLearn how to use Workflows and AI automations
Creating and editing a workflowBuild and customize AI automations
Running a workflowRun AI-powered workflows in various ways
Referencing variablesUse variables to pass data between actions and prompts
TemplatesQuickly create workflows based on pre-built templates
Deploying workflows externallyIntegrate Cassidy's workflow capabilities into external applications
Creating workflow foldersOrganize your workflows
Managing Workflow permissionsControl access to your workflows
Importing CSV for bulk runsPrepare data for running workflows at scale
Importing unstructured data for bulk runs (smart import)Extract structured data from various file types
Using Structured Output FieldsConfigure specific data formats and structures for Workflow outputs
Configuring Workflow data retentionUnderstand how Cassidy handles data retention policies and practices
Hide Actions from ResultsLearn how to hide specific actions from workflow results
Setting fallback valuesConfigure default values for workflow variables when data is missing