Workflows

Automate recurring analyses. Define a prompt template with variables, schedule it on a cron, and get results delivered to Slack.

Creating a workflow

Go to Workflows in the sidebar.
Click Create Workflow.
Choose a built-in template or start blank.
Configure variables and schedule.
Save.

Built-in templates

Template	What it does
Weekly Business Review	Key metrics week-over-week with trends and anomalies
Anomaly Deep Dive	Detects, quantifies, and explains anomalies in a metric
Bad Data Deep Dive	Data quality audit — nulls, duplicates, schema drift, freshness
Funnel Analysis	Conversion rates and drop-offs across steps
A/B Test	Statistical significance, effect sizes, confidence intervals
Pre/Post Analysis	Compares metrics before and after an event

Custom workflows

Define a prompt with variables in YAML frontmatter:

---
variables:
  region:
    label: "Region"
    placeholder: "e.g. North America"
  notes:
    label: "Additional Notes"
    placeholder: "e.g. Focus on enterprise customers"
    multiline: true
---
Analyze sales performance for {{ region }} over the last 30 days.

{{ notes }}

Scheduling and notifications

Enable Schedule in the workflow editor and set the frequency (daily, weekly, monthly, or custom cron). Enable Slack Notifications to deliver results to a channel.

Proactive agents

A proactive agent runs on a schedule and decides whether to notify you based on what it finds. Instead of always sending a report, it only notifies when something noteworthy happens. Set notification mode to Agent Decides instead of Always Notify.

Publishing

By default, a new workflow is only visible to its owner and to Developers (who can see everything). To make a workflow discoverable by Explorers and Viewers in the workspace, toggle the Publish icon in the top bar or on the listing page.

Role	What they see on the Workflows listing
Developer	All workflows in the workspace
Explorer / Viewer	Their own workflows + published workflows

Publishing controls discoverability, not access. Anyone in the workspace can still open a workflow if they have the direct URL — publishing just determines whether it appears in the listing for Explorers and Viewers.

Managing workflows

My Workflows / All Workflows / Starred — star frequently-used workflows for quick sidebar access.
Each workflow keeps a run history with status, trigger type, timestamps, and duration. Click any run to see the full analysis.

Getting Started

Analytics

Context Layer

Administration

Sandbox

Legal

Creating a workflow

Built-in templates

Custom workflows

Scheduling and notifications

Proactive agents

Publishing

Managing workflows

​Creating a workflow

​Built-in templates

​Custom workflows

​Scheduling and notifications

​Proactive agents

​Publishing

​Managing workflows

Creating a workflow

Built-in templates

Custom workflows

Scheduling and notifications

Proactive agents

Publishing

Managing workflows