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Once you have built a Workflow, there are several ways to run it depending on your use case. You can also use Cassidy’s testing interface to validate each step before going live.

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Run a single Workflow

Run a Workflow once with manually entered inputs. This is the usual experience for a Manual trigger; a few other trigger types use the same Run form inside Cassidy.
Builders can change how this page looks and which action results are highlighted from the Interface tab. See Customize the Workflow run view.
1

Open the Run tab

Open the Workflow and click the Run tab.
2

Enter inputs

Fill out the form fields defined by the Workflow (text, URLs, files, dropdowns, and so on).
Run tab with Topic, Target Audience, and optional fields filled in before running the Workflow
3

Start the run

Click the run button (often Run Workflow, unless the builder changed the label on the Interface tab). The Workflow runs to completion; progress appears under Steps as each action finishes.
4

Review results

When the run succeeds, expand Steps to inspect every action, and Outputs if the builder added highlighted values on the Interface tab—see Customize the Workflow run view.
Completed run on the Run tab with Steps, Outputs, Copy Results Link, and New Run
Use Copy Results Link to share a link to this run’s results. Use New Run to clear the form and run again with different inputs.
Check your previous Workflow runs and the credits they consumed by clicking View Previous Runs in the top-right corner of the Workflow details page.

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Schedule a Workflow

Set a Workflow to run automatically on a recurring basis.
1

Use a Scheduled trigger

When building your Workflow, select Scheduled as the trigger type.
2

Configure the schedule

Set the frequency (e.g., every hour, daily, weekly) and the specific time. The Workflow runs automatically at the configured times without any manual input.
Scheduled trigger configuration showing frequency and time options

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Run an integrated Workflow

Trigger Workflows automatically from events in your connected tools.
1

Use an integration, webhook, or email trigger

Select an integration trigger, a Webhook trigger, or an Email trigger when building your Workflow. Available integration triggers include:
2

Connect the integration

Follow the prompts to authorize and configure the connected app. For webhooks, copy your unique webhook URL and configure your external system to send a POST request to it.
3

Workflow runs in the background

Once configured, the Workflow runs automatically whenever the specified event occurs. Results are logged in View Previous Runs.
Integration trigger showing a connected app
For more on external deployment, see sharing and deployment.

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Run a Workflow in chat

You can execute Workflows directly within Cassidy’s chat interface in two ways:
  • Run manually from chat — open the Workflows panel in a chat, select a Workflow, fill in the form, and generate results without leaving the conversation. See chatting with an Agent for details.
  • Agent calls a Workflow automatically — equip an Agent with the Call Workflow capability so it intelligently decides when to run a relevant Workflow during a conversation.

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Test a Workflow

Cassidy’s testing interface lets you validate your Workflow step by step before processing live data.
1

Open the editor

Navigate to your Workflow and click Edit in the top-right corner.
Workflow detail page with the Edit button highlighted in the top-right corner
2

Click Test Workflow

Click the Test Workflow button in the editor toolbar.
3

Enter test values and run

Fill in sample values for your trigger inputs and click Run Workflow to execute a full end-to-end test.
For triggers connected to an app (HubSpot, Slack, Google Sheets, and more), you can skip manual entry entirely — see Test a trigger with sample data to pull in a real recent record instead.
Test Workflow panel with sample inputs filled in and the Run Workflow button
4

Review outputs

After the run completes, examine the results displayed for each action. Click the edit icon on any action block to jump to its configuration and make adjustments.
Test results showing output for each action in the Workflow

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Granular testing options

Once you have run a full test, you can retest individual steps without re-running the entire Workflow: Click the retest icon on any action block to access these options.
Retest options menu on an action block showing Retest This Step Only, Retest From Here, and Retest To Here

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Test nested actions

Workflows that use Paths or Loops contain nested actions. Click into a nested action to access its individual testing options and configuration.

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Skip actions during testing

Some actions — like sending emails or updating CRM records — should not run during testing. Click the … menu on an action and toggle Skip During Testing to prevent it from executing in test runs. A visual indicator appears on the action block.
Action menu with the Skip During Testing toggle
Action block showing the Skip During Testing indicator

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Review previous test runs

Click Previous Runs in the test panel to see your testing history. You can review the inputs and outputs from each past test run, and click the clipboard icon to copy previous inputs into a new test.
Previous Runs panel showing test run history
Previous Runs details showing inputs and outputs from a past test run

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Next steps

Process data in bulk

Import datasets and run your Workflow at scale.

Share and deploy

Manage permissions and deploy via webhooks.

Analyze data

Use Code Execution & File Creation to generate insights, charts, and reports from files.

Set fallback values

Keep your Workflow running even when individual actions fail.

Hide actions from results

Show only the most relevant outputs to end users.