Looking for the short version? The Workflows overview page shows what it does in a couple of minutes. This page is the full guide.
A workflow is a job you do more than once, written down so the assistant can do the slow parts. You describe the job, Acme proposes the steps, and each step returns something you can use: a plan, a draft, a checklist or, on paid plans, a visual. Nothing is published or sent until you say so. The idea is covered in plain words on the Workflows page; this page is the how-to.
What a workflow is made of
| Part | What it holds | Who writes it |
|---|---|---|
| Brief | The goal, the audience, the deadline, what must and must not appear | You |
| Steps | The ordered list of things to produce, each with its own instructions | Acme drafts, you adjust |
| Profile and rules | Your voice, terms and corrections | You, once per project |
Build one
From an idea to a saved workflow
Describe the job
Take something you did last week and write it as you would to a colleague: what it is, who it is for, what it must say.
Check the proposed steps
Acme turns the description into steps. Remove what you do not need, add what is missing, reorder by dragging.
Run it on real input
Supply this week’s details. Each step shows its result next to the brief, so you can see what produced it.
Review and send
The last step is always yours. Check facts, then copy, export or send the result yourself.
Save it
Name the workflow. Next time supply only what changed.
Example: the monthly update
The workflow from the first project guide has four steps. Its brief fits on a screen:
Goal: monthly update email to existing customers
Include: what changed, one customer story, one thing coming next
Avoid: discounts, exclamation marks
Length: about 150 wordsEach month you replace the three facts and run it again. The steps, the tone and the format stay the same.
Weekly plans, status reports, release notes, replies to common questions and pre-launch checklists. If you can describe the job to a new colleague in five sentences, it can be a workflow.
Sharing and schedules
Share with your workspace
One click from the workflow menu.
Teammates run the workflow with their own inputs. The steps, tone and format stay the same for everyone. Editors can change it; viewers can only run it.
Copy to another project
Same steps, another voice.
A copy reads the profile of its new project, so the same workflow produces results in that project’s voice.
Prepare drafts on a schedule
A Monday plan, every Monday.
A workflow can prepare drafts on a schedule. It never publishes or sends without your confirmation.
Workflows draft, people decide. Check names, numbers and dates against the source, and keep anything that commits you under your own review.
Frequently asked questions
Do I need to write prompts?
No. Describe the job in ordinary sentences. If a step is off, say what to change in the same words.
How many steps can a workflow have?
There is no fixed limit. Three to seven steps are easiest to review; a longer job is clearer split into two workflows.
Do visual steps cost extra?
Workflows are on every plan. Visual steps need a paid plan; see Pricing.