Your own AI workflows

A workflow chains your AI applications: the answer of one step feeds the next, and a condition step can send the flow down one branch or another. You create the workflow, draw its steps in the editor, activate it, then launch it. Start from the Workflows tab of Shop AI, under AI in the main menu.

Before you start — A workflow runs applications you may use: your own activated applications or published ones. See Your own AI applications.

Create a workflow

1. Open Shop AI and click the Workflows tab.
2. Click Create a workflow.
3. Enter the Name and the Description of the workflow. The number of Workflows on your plan shows below the form.
4. Click Create.

The message The workflow is created as a draft. appears, with Open the new workflow. A new workflow holds only its trigger: draw its steps next.

Draw the flow

The flow is drawn on the Editor tab. It always starts with the trigger (Manual launch), which can't be deleted: the flow starts when you click Launch on the workflow page.

1. Open the workflow and click the Editor tab.
2. Click Application to add a step that runs one of your applications, or Condition to add a test.
3. Connect two steps: drag from an output port to an input port, or click one port then the other.
4. Click an application step. In the panel on the right, choose the application under Choose an application.
5. For each field of that application, choose where its value comes from:
   • Previous step result: the text produced by the step wired above;
   • Launch input: the text typed when launching, wherever the step sits;
   • Fixed value: a constant you type here, identical on every run.
6. Click Apply.
7. For a condition step, choose the Operator (Contains, Does not contain, Equals or Is not empty), enter the Value, then click Apply. Wire its true and false outputs to the next steps.
8. Click Save.

The message The workflow was saved. appears. If something is missing, the drawing is kept anyway, Saved. The flow is incomplete, so the workflow stays a draft. appears and the message above the canvas says what to fix, for example add at least one application step.

Tip — Drag a step to move it. Click a step or a link to select it, then click Delete or press the Delete key to remove it.

Note — A condition must come after an application step, and the flow must not loop on itself. A document or image field can't read the previous step: it is asked for when the flow is launched.

Activate a workflow

1. Open the workflow. On the Overview tab, the Flow card says whether The flow is complete and can run.
2. Click Activate, then Activate to confirm.

The message The workflow is active. appears. Only a draft workflow whose flow is complete can be activated; if you later change its steps and the flow is no longer complete, it goes back to draft.

Launch a workflow

1. Open the active workflow and click Launch.
2. Fill in what the first steps need. A workflow that needs no input is launched as it is.
3. Click Launch.

The message The workflow run is queued. appears, with Open the run. Each application step uses tokens of your plan when it runs.

To follow its steps and move it forward, see AI runs. The Runs card of the workflow's Overview tab opens the Run history of this workflow; its Search tab finds a run by reference, status, value or output.

Publish a workflow on the catalogue

1. Open the workflow and click the Settings tab.
2. In the Visibility card, click Catalogue.
3. Click Publish, or Withdraw to take it back.

The message The workflow is published on the catalogue. (or The workflow is withdrawn from the catalogue.) appears. Only an active workflow with a complete flow can be published, and every application it uses must itself be published and ready to run. A published workflow stays yours: only you can change or delete it.

Rename or delete a workflow

• Rename: on the Overview or Settings tab, click Edit, change the Name or the Description, then click Save. The message The workflow is saved. appears; its steps don't change.
• Delete: click Delete, then Delete to confirm. The message The workflow is deleted. appears. The workflow leaves your list and the catalogue; the runs it already made stay in your history.