Workflows & Agents
A workflow is a reusable execution plan for agent work that needs more than one step. It can route work through agents, human review gates, shared branches, and workflow documents while keeping the run tied to the original initiative, bug, or todo.
Open Workflows from the main menu to check agents, definitions, recent sessions, and recent runs.
Workflow or direct agent assignment
Choose the smallest path that matches the work.
| Path | Best fit |
|---|---|
| Workflow run | Repeatable work that needs planning, implementation, review, feedback loops, branch handoff, or durable workflow documents. |
| Local agent | One background agent session on your machine. |
| Send to app | One work item opened in a coding tool while a person stays in control. |
| Terminal | CLI-driven handoff, local agent commands, or scripted task updates. |
| Cloud agent | A shared service that stays online and claims queued sessions from your infrastructure. |
Direct agent assignment and workflow runs use the same session and claim model. A workflow adds the saved execution plan: step order, route outcomes, human gates, runtime defaults, and artifact documents.
Core terms
| Term | Meaning |
|---|---|
| Workflow definition | The reusable draft or published plan you edit in the workflow designer. |
| Workflow run | One launched copy of a published definition. Later definition edits apply to new runs only. |
| Step | One unit in the workflow, such as an agent step or human review step. |
| Route | The configured outcome after a step, such as success, approve, feedback, or reject. |
| Agent session | The queued work an eligible agent claims and executes. |
| Claim | The lease that lets one agent run one session. Work starts only after the claim succeeds. |
| Workflow artifact | A structured plan, review, or result-summary document attached to the linked task. |
Learning path
Start by choosing how agents run if you have not decided between workflows, local agents, apps, and custom agents.
Build a saved process in Building Workflows. That guide covers the designer, local agent setup from a workflow step, task modes, runtime defaults, routes, validation, and publishing.
Launch and follow active work in Running Workflows. That guide covers Send to..., lifecycle states, review handoffs, outputs, and active-run blocking.
Use Workflow Reference when you need technical details about execution, step types, task modes, branches, artifact documents, document blocks, or custom-agent responsibilities.
Fix known failures in Troubleshooting. Publishing, validation, launch, connectivity, execution, and handoff problems live there with the workflow FAQ.