Starting an AI workflow
How to give a multi-step task to the AI: phrasing the question, choosing a profile and execution mode, attaching documents, setting the workspace and limits, and saving a template.
An AI workflow splits a complex question into several steps, chooses a model for each step from the configured AI models, runs the steps in the background and finally gives a consolidated answer. The long run does not block the screen: after starting it you can keep working.
Before you start
- The AI providers' keys and the assignment of models are set by the administrator in the AI settings.
- If you upload a file for the run, the chosen client company needs a storage rule; without it the upload fails.
Starting a run step by step
- Open the AI workflows screen from the left menu.
- If a saved type exists, choose it in Workflow type; it fills in the questionnaire.
- Type the task into Starting prompt.
- Under What matters for this task? choose a profile: Automatic (recommended), Economy, Standard, Precise, Maximum or research. Tick the expectations you need, for example Detailed answer, Cite sources or Answer in Hungarian.
- In Execution mode (how independently the AI may work) choose Automatic (from the prompt), Strict, Advisory or Autonomous. In strict and advisory mode the run stops at decisions and asks you.
- In Attach material search for a document centre file or a business object and set Role of the document. Upload a new file with Upload file. Take over the result of an earlier run with its Use result as input button.
- For the workspace choose Client company, Storage, Workflow folder name, Storage account, Target storage and Target folder; the run's files go there.
- If you want limits, open Advanced: Max steps, Max iterations, Max API calls, Token budget, Cost limit, Max parallel steps, Restrict to providers, Restrict to models, Allow web research, Allow deep research.
- Click Start. The run appears in the list and starts in the background.
Saving the questionnaire as a type
If you often start the same kind of task, click Save as type and fill in Type name. With the same name the existing type is updated. Delete type deletes the type.
Rules and messages
- An empty prompt or one longer than 100,000 characters cannot be started.
- Before starting, the system checks the provider key, the budget and the model name; if something is wrong, the run does not start and the error is shown.
- Only data of companies within your content scope can be attached; the rest is left out.
- Attachments with empty content are listed when the run starts.
Example
Anna Kovács asks for a comparison of two supplier quotes. She types the question into Starting prompt, chooses the Precise profile and the Cite sources expectation, attaches the two PDFs with the "quote" role and sets Sample Ltd.'s Drive folder as workspace. After Start she keeps working; the run progresses step by step in the background.