Workflows and apps

AI workers

Choose a strict worker that follows taught steps or a flexible worker that works from a job, set when it runs, check its runs and keep approvals where they matter.

Updated 26 Oct 2026

Choose Strict or Flexible

New worker asks one question: Should it do this the same way every time? Yes, follow my steps makes a strict worker that repeats the steps you teach it on every run; No, use its judgement makes a flexible worker that gets a job and works out the best way each time. Either way, start with bounded work: a clear trigger, known inputs, a clear output and someone who reviews it.

The New worker dialog asking Should it do this the same way every time?, with Yes, follow my steps marked Strict and No, use its judgement marked Flexible.
One question decides whether a worker follows taught steps or works from a job.
Try this
✦Click New worker in the sidebar and choose Yes, follow my steps.
What you getA strict worker opens on its Chat tab, ready for you to teach it what to do.

Teach a strict worker its steps

Teach a strict worker in its Chat tab: say what starts each run, which sources count, what it should produce and when it must stop and ask you. Recompile turns what you taught into steps, and the Steps tab shows them with the note Runs exactly these steps. Use Dry run to see what it would do, then Run now.

A strict worker with its Strict tag and the Chat, Steps, Runs and Settings tabs, open on the steps it follows.
A strict worker's steps stay fixed until you change them in Chat.
Try this
✦In the Chat tab, type: Every Monday at 8am, read last week's tickets from our connected helpdesk, write a one-page summary of the top five issues as a document and leave it for me to review. Stop and ask me if more than 200 new tickets come in. Do not send anything.
What you getAfter Recompile, the Steps tab lists each step, including the stop at 200 tickets, and a Dry run shows the steps it would take before you let it run for real.

Give a flexible worker its job

A new flexible worker's first card asks for a Name, a Goal and When to work, or Start from a template fills them in from a Marketplace worker template. Its Job tab keeps the name and instructions it reads before every run; change them and choose Save. Flexible workers covers the rest.

A flexible worker on its Job tab, with its Flexible tag, the Name and Instructions fields, When it runs, Discard changes and Save.
The job is what a flexible worker reads every time it runs or you message it.
Try this
✦Choose New worker, then No, use its judgement. Name it Theo · Competitor watch and set this goal: Each week, check the pricing pages of our three main competitors and tell me what changed, with links. Draft only; do not contact anyone.
What you getThe card is saved and Theo starts; the Job tab shows the same instructions, ready to edit.

Set when it runs

Every worker and team uses the same When it runs screen, in the Settings tab. Choose Add a time and pick a preset such as Weekdays 9:00 or Mondays 9:00, or use Custom or Advanced, and Next three runs shows when it will start. Under When something happens, a strict worker can start from a webhook, an email, a Slack channel or a watched folder, and a flexible worker or team from a webhook or a connected Slack, Gmail, Outlook or GitHub account.

The When it runs screen with quick presets, Custom and Advanced, a time zone and the Next three runs preview.
Check the next three runs before you save, so the times match what you meant.
Try this
✦Open the worker's Settings tab, choose Add a time, then Mondays 9:00.
What you getNext three runs lists the coming Monday mornings. A strict worker keeps one repeating time; for a flexible worker or team, each set of times can hold up to 8.

Give it only the access it needs

Attach only the skills and connectors the job needs; a worker does not need broad access to be useful. A strict worker's Settings tab lists its knowledge and connectors, with Add connector. Start with access that reads, and add the ability to send or change things once the results hold up.

One skill and one connector are enough to draft; sending needs a connector the worker does not have.
Try this
✦In the invoice-chasing worker's Chat tab, type: Use only the Invoice reminder skill and the accounting connector for overdue invoices. Leave email off for now.
What you getThe worker drafts reminders in the skill's wording, but has no way to send them until you add an email connector.

Check runs and approvals

The Runs tab lists every run, and opening one shows each step it took; a strict worker run that reaches an approval step waits as Waiting approval until you choose Approve or Reject. Changes through a connected account wait for your approval while you are chatting with a worker, runs from a schedule or a team make them without asking, and a run started by a webhook or account event makes no changes until you approve them in the chat. Keep an approval step before anything that sends, publishes or changes records.

A run that reaches an approval step waits for you before it publishes.
Try this
✦Click Run now on the social-posting worker and watch the Runs tab. It should stop before the publish step.
What you getThe run shows Waiting approval at the publish step; you read the three drafts and choose Approve, or Reject if one is off-brand.

Switch between Strict and Flexible

The Strict or Flexible tag next to a worker's name switches it. Strict to Flexible drafts a job from what you taught and opens it for you to check; Flexible to Strict asks whether to Use its last good run as the steps or Teach it from scratch. Undo appears straight after, and the worker keeps its seat in a team and its folder.

Switching asks first, and Undo is there straight after.
Try this
✦Open a strict worker, click its Strict tag, choose Flexible, then Switch.
What you getThe new flexible worker opens on its Job tab with a drafted job to check, and Switched to Flexible appears with Undo.

Keep doing this after a task

When a chat finishes a task you are likely to want again, Lato can offer Keep doing this, and the same menu is under Keep doing this… in the chat's title menu. Save as strict worker learns the steps from the chat, Make it a job turns it into a flexible worker's job, and Add to a team brings this chat, or a new worker made from it, into a team.

The Keep doing this menu under a finished task, with Save as strict worker, Make it a job and Add to a team.
A task you want again can become a worker without starting from scratch.
Try this
✦After Lato turns this week's sales export into a summary, choose Keep doing this, then Save as strict worker.
What you getA strict worker is made from the chat, with the steps it took, ready for you to set When it runs.
GUIDED LEARNING

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