Quickstart

Create Your First Workflow

A workflow is designed to handle scenarios that involve UI automation, API interactions, input/output processes, data streaming, AI analysis, and more.

If your workflow involves UI automation, please proceed to section 2 to create a UI-flow first.

In your channel, select the “Create Workflow” option from the top right corner.

Depending on your workflow’s requirements, there are many different use cases.

Here, we’ll demonstrate a simple example where you use a fixed API to input data and print the output:

Add the API component and the Print Message component to your workflow.

Fill in the required parameters for the API component.

For detailed usage of the API component, refer to the API. You can also use data streams and LLM components to customize API calls.

Connect the API’s return data to the Print Message component.

For more advanced data streaming techniques, refer to the Data Stream.

Give your workflow a relevant name. This helps the agent search and execute the workflow when you mention related tasks during conversations.

2. Create Your First UI-flow (Optional)

UI-flow might not be necessary in many cases. If the software you want to automate doesn’t provide an API, or you prefer not to use APIs, you can add a UI-flow to your workflow to achieve similar results.

Download our builder plugin to record the structure and behavior information needed for UI automation.

Open the website you want to automate and launch our builder plugin. Here, we’ll use Amazon product search as an example.

If you want to record a UI-flow on the website you already opened, please refresh it first.

Perform the necessary actions on the website to be automated.

You actions will teach the AI how to perform tasks. Here we will show this with an example on searching for a product on Amazon.

Save the minimal set of actions needed.

It’s best to record the minimal unit of actions. For more on what constitutes minimal unit of actions, refer to the Best Practices documentation. This will help apply UI-flows to various workflows.

Go to the workflow editor to edit each action’s Action Rule and Matching Rule.

These are needed only if you want AI to replace content or if the default mathcing result is inaccurate. By default, we applied an intelligent algorithm to these rules. For more information, refer to Action Rules and Matching Rules.

Provide a relevant title for this UI-flow. This helps the agent search and execute the UI-flow when you mention related tasks during conversations.

Add this UI-flow to your workflow to enable complex UI automation or more interactions with APIs and large models. Refer to this workflow example, which demonstrates a standard use case for scraping data from Amazon.

3. Create Your First Agent

An Agent can analyze tasks based on the communication. It can respond with answers from its knowledge and the file you uploaded, and it can run workflows to achieve your goals.

Navigate to the workspace and select the “Create” option. Hover over it and click on “Agent”.

In this interface, you can set the agent’s name, avatar, description, and more.

System instructions help the AI understand its capabilities and how to communicate with users. Make sure to set these instructions to align with the tasks you want the agent to handle.

Example: “you are a Disclosure Agent to solve the questions of disclosure file.”

The most important part of agent is configuring the agent’s knowledge and skill settings. This will provide the agent with its knowledge base and the workflows it can execute.

When you set a workflow as the agent’s skill, the agent can analyze conversations with you, identify the relevant workflow, and execute the task based on the context.

4. Run, Test, and Share Your Workflow or Agent

You can add the completed workflow as a skill within an agent. The agent can then be prompted to execute this workflow through relevant task descriptions.

You can share your workflow via a direct link. Alternatively, you can add your friends to the channel to share all workflows within that channel.
Additionally, you can share an agent by clicking the share button at the top right of the agent’s interface. This allows your friends to use the agent you’ve configured, along with all its workflows.

Get Started

Workflow

UI-Flow

Agent

Management

Create Your First Workflow

2. Create Your First UI-flow (Optional)

3. Create Your First Agent

Get Started

Workflow

UI-Flow

Agent

Management

​Create Your First Workflow

​2. Create Your First UI-flow (Optional)

​3. Create Your First Agent

​4. Run, Test, and Share Your Workflow or Agent

Create Your First Workflow

2. Create Your First UI-flow (Optional)

3. Create Your First Agent

4. Run, Test, and Share Your Workflow or Agent