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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.

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Create a new Workflow

1

Open the Workflows page

Click Workflows in the left sidebar of your Cassidy dashboard.
Cassidy left sidebar with Workflows highlighted under Automation
2

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 Workflow JSON file to add it to your organization.
  • Template — Browse pre-built Workflows for common use cases and customize them.
New Workflow modal showing Custom Workflow, Blank Workflow, Import, and Template options
3

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
4

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.
5

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.

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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.
1

Browse templates

Click + New Workflow and select Template, or click Browse Templates on the Workflows page.
Workflows page with the Browse Templates button
2

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
3

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
4

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
5

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.

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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. Use the top bar to test the Workflow, open Previous Runs, launch the Workflow Copilot, switch versions, and publish. For Manual-style Workflows, the header also includes Bulk Run and Interface next to Workflow:
Workflow editor header with Workflow, Bulk Run, and Interface tabs
What each tab is for:
Manual-style Workflows: Bulk Run and Interface show only when the trigger supports the interactive Run tab in Cassidy (for example Manual). Scheduled and integration triggers hide those two tabs.
To update the Workflow name and description, click the name in the top-left, open … → Update Name & Description, or—when Interface is available—edit the same fields in the Customize section on that tab.

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Configure your Workflow

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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
  • Email — Runs when an email is sent to the Workflow’s dedicated email address
  • 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

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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.

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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.”
Trigger block showing Name and Email address inputs that become variables

Trigger inputs become variables you can reference in later actions

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

Map action inputs to variables from earlier steps

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

Combine variables from multiple steps in a prompt

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

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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.

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Run view and Interface (Manual-style Workflows)

For Manual-style Workflows, use the Interface tab to change what the Run tab looks like for people who run the Workflow after it is published—header, description, form fields, run button, and optional highlighted Outputs.
Interface tab showing preview and sidebar with Customize, Inputs, and Outputs configured

Interface tab with preview and settings: branding, inputs, and outputs configured for the Run tab.

Full walkthrough: Customize the Workflow run view.

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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.

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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

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How the Copilot works

1

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
2

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
3

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
4

Test the result

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

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Copilot controls

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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

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Next steps

Customize the run view

Style the Run tab, Manual inputs, and highlighted outputs from the Interface tab.

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.