Workflows

Build automated processes that connect your tools, trigger on events and run reliably at scale.

What are Workflows?

Workflows are the automation backbone of Scout. They connect your tools and services, respond to triggers and execute predefined sequences of actions. Think of them as “if this, then that” on steroids, with branching logic, error handling and the power of AI agents built in.

When to Use Workflows

Proactive Automation

Workflows excel at event-driven automation: doing things automatically when something happens:

• A new lead fills out a form → Add to CRM, research company, notify sales team
• Meeting ends on Zoom → Transcribe, extract action items, send follow-up email
• Support ticket created → Categorize, suggest response, escalate if urgent
• Calendar event approaches → Prepare briefing, attach relevant docs, notify attendees

Scheduled Tasks

Run processes on a schedule without manual intervention:

• Daily sales report generation
• Weekly competitor monitoring
• Monthly data cleanup and archival

Complex Multi-Step Processes

When a task requires multiple steps with conditional logic:

1. Receive webhook from payment system
2. Check if customer exists in CRM
   - If new: Create contact, assign to account rep
   - If existing: Update purchase history
3. Generate invoice
4. Send confirmation email
5. Update analytics dashboard

Workflows vs. Agents

Use Workflows When:

• You know the exact steps in advance
• You need reliable, repeatable automation
• The process should be triggered automatically
• Multiple tools need to be connected

Use Agents When:

• The task requires judgment or creativity
• The approach isn’t predictable
• You want conversational interaction
• The agent needs to adapt to unexpected situations

The Power of Agent Blocks

Workflows don’t have to be rigid. You can include Agent Blocks that bring AI intelligence to your automation:

• A workflow triggers when a form is submitted
• An Agent Block analyzes the submission and decides what to do
• The workflow routes accordingly based on the agent’s decision

This combines the reliability of workflows with the adaptability of agents.

Core Components

Triggers

What starts your workflow:

• Webhooks: HTTP requests from external services
• Schedules: Time-based execution (cron)
• Events: Scout-specific events (agent completes, file uploaded)
• Integrations: Native triggers (Calendar reminder, Email received)

Blocks

The building blocks of your workflow:

• Action Blocks: Perform operations (API calls, data storage, notifications)
• Agent Blocks: Run AI agents as part of the workflow
• Condition Blocks: Branch logic (if/else, switch)
• Transform Blocks: Modify and restructure data

Data Flow

Connect blocks together and pass data between them. Each block can access outputs from previous blocks, enabling powerful automation chains.

Getting Started

1. Navigate to Studio → Workflows
2. Click New Workflow
3. Add a trigger (webhook, schedule or integration)
4. Connect blocks to build your process
5. Test and activate

Next Steps

• Creating Workflows: Build workflows that are easy to maintain
• Blocks: Learn which block types to use and when
• Running Workflows: Execute from UI, API and SDK
• Environments: Promote and roll back safely
• Logs: Debug and monitor workflow runs

Built with ❤️ by Scout OS