Build a Workflow

Build a Workflow to automate a multi-step process in Cassidy — whether from a plain-language description, a template, or a blank canvas. Once created, you can configure every aspect of your Workflow manually or use the Workflow Copilot to do it with plain language.

Create a new Workflow

Open the Workflows page

Click Workflows in the left sidebar of your Cassidy dashboard.

Workflows page showing the list of existing Workflows

Click + New Workflow

In the top-right corner, click + New Workflow. Select one of four options:

Custom Workflow — Describe your automation in plain language and the Workflow Copilot generates it for you.
Blank Workflow — Start from scratch with an empty canvas.
Import Workflow — Upload a JSON file exported from another Cassidy organization. See Import and export Workflows.
Template — Browse pre-built Workflows for common use cases and customize them.

New Workflow modal showing Custom Workflow, Blank Workflow, Import, and Template options

Refine with the Workflow Copilot

If you selected Custom Workflow, the Workflow Copilot opens automatically. Describe what you want to automate, answer clarifying questions, and the Copilot builds out the trigger, actions, and configuration for you.

Workflow Copilot chat panel showing a conversation about building an automation

Review and customize

After creation, review and fine-tune your Workflow in the editor. You can adjust the trigger, add or remove actions, update prompts, and connect integrations at any time.

Publish your Workflow

When you’re satisfied, click Publish to make the Workflow available for your team. See Share and deploy Workflows for details on versioning, publishing, and permissions.

Draft dropdown showing Save Without Publishing and Publish Current Draft options

Once published, your Workflow is ready to run and test.

Start from a template

Templates are pre-built Workflows for common tasks like writing personalized sales emails, summarizing support tickets, or generating meeting follow-ups.

Browse templates

Click + New Workflow and select Template, or click Browse Templates on the Workflows page.

Search and select

Use the search bar to find templates by keyword or browse by category. Click on a template that matches your goal.

Template library with search bar and category filters

Configure template settings

Follow the guided setup process to customize the template:

For integrations, you’ll be prompted to authorize connections
Select the Agent to use for certain steps
Provide any other inputs needed for the specific Workflow
Click Next to continue through each step

Template setup prompting integration authorization

Template setup prompting Agent selection for a step

Set folder and permissions

Choose a folder to organize your Workflow and set permissions to control who can access it. Click Finish to complete creation.

Final template setup showing folder selection and permissions

Customize further

After the template is added to your Workflows, you can run it as-is or open the editor to adjust triggers, actions, prompts, and variables to fit your exact needs.

The Workflow editor

The Workflow editor is where you build and configure your automation. You can configure your Workflow in two ways:

Manually — Edit each setting directly in the editor. The sections below walk through the trigger, actions, and variables.
With the Workflow Copilot — Describe what you want in plain language and the Copilot updates the configuration for you. You can use the Copilot to build from scratch, make targeted changes, or troubleshoot issues.

Both approaches work together — use the Copilot to get started quickly, then fine-tune individual settings manually. To update your Workflow’s name and description, click the Workflow name in the top-left corner of the editor, or open the … menu and select Update Name & Description.

Configure your Workflow

Trigger

The trigger defines how and when your Workflow starts. Click the trigger block at the top of the editor to configure it.

Manual — Users fill in a form and click Run
Scheduled — Runs automatically on a recurring schedule
Webhook — Starts when an external system sends a POST request
Integration trigger — Fires on events like a new Slack message, Zendesk ticket, HubSpot record, or Google Calendar event

Trigger configuration sidebar showing input fields and settings

Depending on the trigger type, set up the required inputs. For a Manual trigger, add input fields (Text, Number, Yes/No, URL, File, Dropdown, Knowledge Base, or Object). For integration triggers, connect the relevant app and select the event. To swap trigger types on an existing Workflow, click the … menu on the trigger block and select Change Trigger Type.

Trigger block menu showing the Change Trigger Type option

Actions

Actions are the steps your Workflow performs after the trigger fires. Click the + button between blocks to insert a new action. Browse or search the action library to find what you need — generate text, send an email, update a CRM record, run code, scrape a webpage, and more.

Add action modal showing the action library with search and category options

Click an action block to open its settings sidebar. Fill in prompts, select an AI model, map input fields, and adjust any action-specific options.

Action configuration sidebar showing prompt field, model selector, and input mappings

To reorder actions, drag them to a new position. To delete an action, click the … menu on the block and select Delete.

Variables

Variables let you pass data from the trigger and from previous action outputs into later steps. By default, actions do not have access to the output of earlier steps — you need to explicitly reference variables to connect them. For example, in a LinkedIn-enhanced cold email Workflow, the trigger collects a Name and Email address. These become variables you reference in later actions like “Summarize LinkedIn Profile” and “Write Company Description.”

To insert a variable, type # or click Insert Variable while editing an action’s prompt or input field. A dropdown appears showing all available variables from the trigger and previous actions.

Action input field with a variable reference dropdown showing trigger inputs

Each action’s output becomes a new variable. In the final step, you can combine outputs from multiple earlier steps — for example, referencing both a profile summary and a company description to generate a personalized email.

Generate Text prompt referencing variables from two previous actions

Need metadata about the run itself? Use utility variables to access the run ID, timestamp, user name, and more.

Control flow

For branching logic, use Paths to route your Workflow based on conditions — like routing a support question to different Agents depending on the product mentioned. For repeating steps, use Loops. For pausing execution, use Wait/Delay or Request Approval.

Use the Workflow Copilot

The Workflow Copilot is an AI-powered building partner that helps you configure Workflows using plain language. Instead of editing each setting manually, describe what you want and the Copilot generates or updates the Workflow for you — including triggers, actions, prompts, and variable mappings. You can use the Copilot at any point: when creating a new Workflow from scratch, when starting from a template, or when refining an existing Workflow.

Do not manually edit the Workflow while the Copilot is working — your changes will be overwritten.

Access the Copilot

When creating a new Workflow: The Copilot opens automatically if you choose Custom Workflow.
When editing an existing Workflow: Click the wand icon in the top toolbar of the Workflow editor.

Wand icon in the Workflow editor toolbar for accessing the Copilot

How the Copilot works

Describe what you want

Tell the Copilot what you want to automate in plain language. For example: “When a new Zendesk ticket arrives, summarize it using our product knowledge base and draft a reply.” The Copilot plans its approach and begins building.

Copilot showing its planning process and building the first version

Review the initial version

The Copilot generates a complete Workflow. You can see the steps that were changed or added, along with a message from the Copilot explaining what it did.

Copilot showing the completed Workflow with a summary of changes

Continue iterating

Send follow-up messages to refine further. You can ask the Copilot to add steps, modify existing steps, swap models, adjust prompts, or connect different integrations.

Copilot conversation showing follow-up refinements to the Workflow

Test the result

Once you are satisfied, test the Workflow to verify it produces the output you expect.

Copilot controls

Control	What it does
Regenerate	Try a different approach for any Copilot message
Edit message	Modify your prompt and resubmit
Restore checkpoint	Revert the Workflow to the version before a specific change
New chat	Start a fresh Copilot conversation
Chat history	Browse and return to earlier Copilot conversations

Using the Copilot with testing

When testing your Workflow, you can send test results directly to the Copilot for analysis:

Add to Copilot — Click this icon on any test run to attach the outputs to the Copilot chat. Ask the Copilot to improve results or make tweaks based on actual performance data.
Fix in Copilot — If a step produces an error during testing, click this icon to bring the error into the Copilot’s context so it can debug and resolve the issue.

Test results with Add to Copilot option for sending outputs to the Copilot

Next steps

Run and test your Workflow

Execute your Workflow and use the testing interface to debug each step.

Process data in bulk

Import a CSV or use Smart Import to run your Workflow across a full dataset.

Share and deploy

Manage permissions, publish versions, organize into folders, and deploy externally.

Advanced: Structured outputs

Define specific output fields for consistent, machine-readable results.

Getting started

Agents

Workflows

Knowledge Base

Meetings

Extensions

Settings and admin

Security and compliance

Build a Workflow