> ## Documentation Index
> Fetch the complete documentation index at: https://docs.delphina.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Automate recurring analyses with templates, schedules, and Slack delivery

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

## Creating a workflow

1. Go to **Workflows** in the sidebar.
2. Click **Create Workflow**.
3. Choose a built-in template or start blank.
4. Configure variables and schedule.
5. 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:

```yaml theme={null}
---
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.