Workflows and apps
AI workers
Create, run, and monitor autonomous workers for bounded recurring workflows.
On this pageChoose bounded recurring workDefine inputs and stopping conditionsAdd Skills and ConnectorsMonitor and approve
Choose bounded recurring work
Workers fit processes with a stable trigger, recognizable inputs, a clear output, and an accountable owner. Start with work that can be reviewed before it has an external consequence.
Every Monday at 8am, read last week's tickets from our connected helpdesk, draft a one-page summary of the top five issues as a document, and leave it for me to review. Do not send anything.
◆ Lato · Pro
Dry run
Dry run finished. Steps it would take: read last week's helpdesk tickets, rank the five most common issues, write a one-page summary document for your review. Nothing was sent and no ticket was touched.
Try this
✦Click New worker in the sidebar and describe the job:
Every Monday at 8am, read last week's tickets from our connected helpdesk, draft a one-page summary of the top five issues as a document, and leave it for me to review. Do not send anything.
What you getThe worker view opens with your brief; clicking Dry run shows the steps it would take and the document it would create without touching a single ticket.
Define inputs and stopping conditions
State what begins the run, which sources are authoritative, what the worker should produce, and when it must stop and ask for help.
Trigger: a new row in the connected leads sheet. Authoritative source: that sheet only. Output: one draft follow-up email per lead as a document. Stop and ask me if a lead has no email address or if more than 25 new rows appear at once.
◆ Lato · Pro
Waiting approval
30 new rows found in the test sheet; the limit is 25. Continue with all 30?ApproveStop run
Both stop conditions are in the plan. Dry run against the test sheet found 30 new rows, so the worker stopped at your 25-row limit and is asking, instead of producing 30 drafts. Approve to continue this once, or Stop run and check the sheet.
Try this
✦In the worker view, add to the brief:
Trigger: a new row in the connected leads sheet. Authoritative source: that sheet only. Output: one draft follow-up email per lead as a document. Stop and ask me if a lead has no email address or if more than 25 new rows appear at once.
What you getThe worker's plan now includes both stop conditions, and a Dry run against a test sheet with 30 rows halts and asks rather than producing 30 drafts.
Add Skills and Connectors
Attach only the reusable methods and service permissions needed for the job. A worker does not need broad access to be useful.
Give the invoice-chasing worker only the Invoice reminder skill and the accounting connector's read permission for overdue invoices. Leave the email connector off for now.
◆ Lato · Pro
Succeeded
Attached: Invoice reminder skill and the accounting connector, read-only for overdue invoices. No email connector. This run read 7 overdue invoices and drafted 7 reminders in the skill's wording. It cannot send them until you attach the email connector and approve it.
Try this
✦Give the invoice-chasing worker only the Invoice reminder skill and the accounting connector's read permission for overdue invoices. Leave the email connector off for now.
What you getThe worker can read overdue invoices and draft reminders in the skill's wording, but has no way to send them until you attach and approve that connector.
Monitor and approve
Use live progress to see what the worker is doing. Require approval before sending, publishing, changing records, or sharing sensitive work.
Weekly pipeline summaryReadyRecompileDry runRun now
Summarises pipeline changes and posts to #sales after approval
ChatSwarmPlanRuns3ScheduleCapabilities
Waiting approvalscheduleFri 5 Sep, 4:02 pm⌄
SucceededscheduleFri 29 Aug, 4:01 pm⌄
Succeededmanual · dry runThu 28 Aug, 11:20 am⌄
Step 3 of 4 · Post the summary to #salesApproveReject
Click any run to see its full step-by-step trace.
Try this
✦Click Run now on the social-posting worker and watch the run. It should pause when it reaches the publish step.
What you getLive progress shows each step, the run stops at Waiting approval before publishing, and you read the three drafts and click Approve, or Stop run if one is off-brand.
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GUIDED LEARNING
Open learning path Practise this in Oppermind Academy
Follow the related tutorial or course and apply the concept to a real task.