Build

Build your first workflow

Use the new workflow wizard to go from idea to running automation.

The new workflow wizard walks you through five quick choices. You describe what you want; the author agent drafts it.

Pick a workflow type

  1. Open New workflow and pick Deterministic Code or Agentic Task.

Pick a trigger

  1. Choose what fires the workflow: a schedule, a webhook, a new email, a new Slack message, and so on.

Describe the goal

  1. Tell the author agent what the workflow should accomplish. Be specific about inputs, action, and output format.

    Filling in the goal and how-to fields

(Agent only) Configure the agent

  1. Pick a model. Fast models for triage and lookups, smarter models for nuanced reasoning.

    Model picker

  2. Optionally turn on human-in-the-loop and write the instructions for when the agent should pause for approval.

    Human-in-the-loop settings

Review and build

  1. Confirm the choices on the final step. Click Create workflow and the author agent drafts it for you.

Refine, test, and enable

  1. Connect any credentials the workflow needs. Click a credential chip in the workflow document and pick or add an account.

  2. Ask Geni in chat to add, remove, or rewrite steps until it does what you want.

  3. Click Launch to test manually. Watch the execution timeline to confirm each step did the right thing.

  4. Flip the workflow from Draft to Enabled. Runs stream into the Executions tab.