Create a new agentic workflow in the workflow designer to automate a multi-step HR or employee process.
An agentic workflow is an automated, multi-step HR or employee process that combines AI agents, business logic, integrations, and external events. Employees use workflows through the AI assistant or in a case conversation. They don't open the workflow designer.
For an overview of what workflows are and when to use them, see Understand agentic workflows.
Before you begin
Make sure you have:
- The Experience Designer or Tenant administrator role.
- Access to the workflow designer.
- A clear business process to automate, such as requesting time off, updating personal details, or starting onboarding.
Create a workflow
- From Applaud admin, select Workflows.
- Select Create new.
- Enter a clear Title that describes the employee or business outcome.
Example: Request time off
- Add a short description that explains what the workflow does.
Example: Helps employees submit a time-off request through the assistant.
- Optionally select an icon so the workflow is easier to recognize in lists and conversations.
The designer opens with a canvas that already contains a single Start action. Every workflow has exactly one Start action, and you can't delete it.
What to do next
After you create the workflow:
- Configure the Start action.
- Add actions such as Agent and Run Tool.
- Connect the actions on the canvas in the order the process should run.
- Publish the workflow and attach the start tool.
- Test the workflow.
Best practices
- Name the workflow for the outcome employees expect, not for the systems involved.
- Keep each workflow focused on one business process.
- Configure the Start action before you add a long chain of actions.
- Build and test incrementally instead of designing a large workflow all at once.