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Workflows in Cassidy let you automate multi-step processes by chaining together triggers, AI actions, and integrations into a single repeatable automation. Instead of performing tasks manually or relying on a back-and-forth conversation, a Workflow runs a defined sequence of steps every time — producing consistent, reliable results.

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How Workflows work

Every Workflow has two building blocks:
  • Trigger — the event that starts the Workflow. This can be a manual form submission, a scheduled time, an incoming webhook, or an event in a connected app like Slack, HubSpot, or Zendesk.
  • Actions — the steps the Workflow performs after the trigger fires. Actions can generate text with AI, query your Knowledge Base, send emails, update CRM records, create documents, run code, and much more.
You chain actions together by referencing variables — the output of one action becomes the input of the next. This lets you build sophisticated automations without writing any code.

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Key features

  • Template library — browse pre-built Workflows for common use cases like sales outreach, customer support triage, and meeting follow-ups, then customize them for your team.
  • Workflow Copilot — describe what you want to automate in plain language and Cassidy’s AI will generate a complete Workflow for you.
  • Integration support — connect Workflows to your existing tools via native integrations, webhooks, or Zapier.
  • Conditional logic — use Paths to branch your Workflow based on conditions, routing data to different actions depending on the situation.
  • Structured outputs — define specific output fields so your Workflow produces consistently formatted data you can feed into other systems.

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Ways to run a Workflow

Single run

Fill in inputs manually and run a Workflow once to get an immediate result.

Bulk run

Import a CSV or use Smart Import to run a Workflow across an entire dataset at once.

Scheduled

Set a Workflow to run automatically on a recurring schedule.

Integrated

Trigger Workflows from events in connected tools like Slack, Zendesk, or via webhooks.
You can also run Workflows directly in chat or equip an Agent with the Call Workflow capability so it can decide when to run a relevant Workflow during a conversation.

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When to use a Workflow vs an Agent

Use a Workflow when you want a predictable, repeatable process — the same steps run the same way every time. Workflows are ideal for tasks with defined inputs and outputs, like generating reports, enriching CRM records, or processing incoming tickets.Use an Agent when you need a flexible, conversational experience — where the user asks follow-up questions, explores different angles, or needs the AI to decide what to do next. Agents are ideal for research, Q&A, and tasks where the path isn’t predetermined.
Many teams combine both: an Agent handles the conversation, and when a structured task comes up, it calls a Workflow to handle the heavy lifting.

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Next steps

Build a Workflow

Create your first Workflow from scratch or from a template.

Run and test

Learn the different ways to execute and debug your Workflows.

Process data at scale

Import datasets and run Workflows in bulk.

Share and deploy

Manage permissions, export Workflows, and deploy externally.