Creating automated workflows

Workflows let you automate repetitive agent executions by running them on a schedule. Instead of manually triggering agents each week or month, workflows handle it automatically.

What are workflows

A workflow is a set of one or more agents configured to run automatically at specified times. For example:

• Run SEO audits every Monday at 9 AM
• Optimize product descriptions twice per month
• Generate content calendars on the first day of each month
• Monitor AI presence daily

Workflows save time and ensure important tasks never get forgotten.

Creating a workflow

To set up a new workflow:

1. Go to Workflows in the main navigation
2. Click Create workflow
3. Give your workflow a name
4. Add one or more agents to the workflow
5. Configure each agent's settings
6. Set the schedule
7. Click Save and activate

Create your first workflow

Configuring agents in workflows

Each agent in a workflow needs:

Settings - Same configuration options as when you run the agent manually Order - If multiple agents are in one workflow, they run in sequence Failure handling - What happens if the agent fails (stop workflow or continue to next agent) Credit budget - Optional limit on how many credits this agent can use per execution

Setting the schedule

Choose when your workflow runs:

Daily - Run every day at a specific time Weekly - Run on specific days of the week Monthly - Run on specific dates each month Custom - Use cron expressions for complex schedules

Set the timezone for your schedule to ensure workflows run at the right local time.

Managing workflows

After creating a workflow:

Activate/deactivate - Turn workflows on or off without deleting them Edit settings - Change agent configuration or schedule anytime View execution history - See every time the workflow ran and its results Duplicate workflow - Copy a workflow to create a similar one Delete workflow - Remove workflows you no longer need

Monitoring workflow executions

Each workflow execution appears in your execution history just like manual agent runs. You'll see:

• When the workflow ran
• Which agents executed
• Results from each agent
• Credits used
• Any errors or warnings

You can set up notifications to alert you when workflows complete or fail.

Credit management for workflows

Workflows consume credits from your monthly allocation just like manual executions. Tips:

Monitor workflow costs - Check Settings → Credit usage to see how much workflows spend Set credit limits - Configure maximum credits per workflow execution to avoid surprises Pause expensive workflows - Deactivate workflows if you're running low on credits Adjust frequency - Run expensive workflows less often to conserve credits

Troubleshooting workflows

Workflow didn't run as scheduled

• Check that the workflow is active (not paused)
• Verify you have enough credits for the execution
• Check if required platform connections are active
• Review any notifications about why it didn't run

Workflow ran but failed

• Open the execution details to see specific errors
• Verify platform connections are working
• Check agent settings are still valid
• Reduce scope if the agent is timing out

Wrong execution time

• Verify the timezone setting in workflow configuration
• Check if daylight saving time affected the schedule
• Review the schedule configuration for typos

Best practices

Start simple - Create workflows for one or two high-value tasks first Test before scheduling - Run agents manually with your intended settings before automating Monitor initially - Check the first few executions to ensure everything works as expected Use appropriate frequency - Don't run workflows more often than necessary Review regularly - Check workflow results monthly to ensure they're still providing value

What's next

• Browse agents to automate
• View execution history
• Monitor credit usage

Questions about workflows? Use the chat widget or email support@convertmate.io.