Run a single Workflow
Run a Workflow once with manually entered inputs. This uses the Manual trigger.
Enter inputs
Fill out the form fields defined by the Workflow’s trigger. These might include text, URLs, files, or dropdown selections.
Schedule a Workflow
Set a Workflow to run automatically on a recurring basis.Use a Scheduled trigger
When building your Workflow, select Scheduled as the trigger type.
Run an integrated Workflow
Trigger Workflows automatically from events in your connected tools.Use an integration or webhook trigger
Select an integration trigger or a Webhook trigger when building your Workflow. Available integration triggers include:
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.
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.
Test a Workflow
Cassidy’s testing interface lets you validate your Workflow step by step before processing live data.
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.
Granular testing options
Once you have run a full test, you can retest individual steps without re-running the entire Workflow:| Option | What it does | When to use it |
|---|---|---|
| Retest This Step Only | Reruns a single action in isolation | Debugging one specific action |
| Retest From Here | Runs the current action and everything after it | You changed an action that affects downstream steps |
| Retest To Here | Runs all actions up to and including the current one | The later steps work and you don’t want to trigger them again |
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.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.
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.
Next steps
Process data in bulk
Import datasets and run your Workflow at scale.
Share and deploy
Manage permissions, export Workflows, and deploy via webhooks.
Analyze data
Use Data Analysis Mode 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.