Workflow Discovery

Turn an automation idea into a clear workflow brief and practical design. Use when the user is starting a workflow, wants questions that clarify it, or wants workflow ideas based on their connectors.

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Workflow discovery

Establish the workflow’s outcome before designing steps. Ask only for decisions that materially affect the implementation:

  • What event or schedule starts the work
  • What input is available
  • Which connectors and records are authoritative
  • What transformation or decision is required
  • What output or side effect marks success
  • How failures should be handled

When suggesting ideas, ground them in connectors the user can actually use and favor repetitive, time-sensitive work with a clear measurable result. Produce a brief that is specific enough to build without restating the conversation.

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Frequently asked questions

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