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Creating a Workflow

Describe the automation you want and let CLEATUS build the trigger and steps.

You do not have to assemble a workflow block by block. Describe what should happen, and CLEATUS builds the trigger and steps as a draft you review before it runs. This guide walks through that path.

Or just ask CLEATUS

Build a workflow that adds recommendations scoring above 85 to my pipeline

What else the agent can do

Create a workflow

1

Pick a starting point

Open Workflows under Automation and click New Workflow. Describe the automation in plain English, start from a blank canvas, or pick a ready-made template.

The Describe it in plain English option highlighted in the New Workflow dialog
Three ways in. Plain English is the fastest.
2

Describe what should happen

Say what should happen and when, the way you would brief a teammate. CLEATUS turns the description into a trigger and steps, saved as a draft that never runs until you turn it on.

The workflow description box highlighted with an example automation
One sentence is enough to start.
3

Review the draft on the canvas

The draft opens in the editor. The trigger sits at the top, and each step it will run follows below.

The generated trigger and steps highlighted on the workflow canvas
What CLEATUS built from one sentence.
4

Inspect and edit any step

Click a step to open it. The prompt, inputs, and output schema are all visible and editable, so you can see exactly what the step will do before it ever runs.

The step configuration panel highlighted with its editable prompt
No black boxes: every step shows its instructions.
5

Test it, then turn it on

Click Run test to execute the draft once and watch it work. When the result looks right, save it and turn it on. Its status flips from Draft to Live, and every run appears in the Runs tab.

The Run test button highlighted in the workflow editor
See it work once before it works for you forever.

Tip:

Describe the outcome, not the mechanics. "Email me a Monday digest of new matches" gives CLEATUS everything it needs to pick the right trigger and steps.