Simple Chat

Create a workflow

Save a repeatable multi-step task that can run manually or on a schedule.

What this does

A workflow is an ordered set of instruction tasks that runs with a selected model or agent. This guide creates a workflow with runner, trigger, tasks, reliability choices, and review.

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Create a workflow walkthrough

Recording planned. Show create a workflow end to end and explain why this task helps a user.

To publish this video:

  1. Upload the recording to YouTube or Microsoft Stream.
  2. Save a poster frame as docs/images/video-posters/guide-create-a-workflow.png.
  3. Add the watch URL to this slot in docs/_data/media.yml.

Why you would use this

Use workflows for repeatable work where sequence matters: weekly document checks, multi-stage summaries, or group processes that should run the same way each time. It replaces copying a checklist into chat; it is not ideal for exploratory conversations that need a human decision after every answer.

Before you start

  • Personal workflows require allow_user_workflows; group workflows require allow_group_workflows; see Workspaces settings.
  • Admins may require require_member_of_workflow_user before users can create workflows.
  • If tasks use documents, upload them or configure File Sync first.

Steps

  1. Open Personal Workspace or a Group Workspace.
  2. Choose Workflows from Section or the tab row.
  3. Select New Personal Workflow or New Group Workflow.
  1. In General, enter a name, description, and default runner.
  2. In Trigger, choose manual execution or a scheduled interval.
  3. In Tasks, write the first task instructions and add more tasks with Add Task.
  4. For each task, decide whether it inherits the runner or uses a specific Direct Model or Agent.
  5. Optionally set a document action such as Search, Analyze, or Compare.

Screenshot needed

Create a workflow step 8

Capture the create a workflow task at this step in SimpleChat with realistic sample data and redact secrets.

Save as docs/images/guides/create-a-workflow-step-8.png

Drop the file at that path and it replaces this card automatically. No other change needed.

  1. In Reliability, choose retry and failure behavior, then review and save.

Verify it worked

The workflow appears in the Workflows table with Name, Runner, Trigger, Last Run, and Actions columns.

Troubleshooting

Symptom Likely cause Fix
The Workflows section is missing Workflows are disabled for the scope Ask an admin to enable personal or group workflows.
No agents are available as runners No authorized agents exist for this workspace Create an agent first or use a direct model runner.