Workflows

Your business logic, automated.

Workflows are where Redbelt does the work your way: your rules, your branches, your systems, on your schedule. They run when a file or email arrives, on a schedule, or when someone mentions them in Slack or Teams.

Supplier invoice intake One agent on a trigger: each emailed invoice is matched to its purchase order.

How a run goes

Where your rules meet the real work.

A workflow is your process, written down once and run the same way every time. Hover a stage for what each step does.

  1. Trigger

    Something happens

    A schedule, a new file, an email, or a mention starts the run. Or run it yourself.

    • Schedule
    • File Upload
    • Email
    • Slack mention
    • Teams mention
    • Schedules repeat on the days and times you pick, in your time zone.
    • File Upload watches a Knowledge folder; Email runs when Email Inflow files a message into one.
    • An Input step asks for fields when someone runs it by hand.
  2. Agents and plugins

    The work gets done

    Agents read your knowledge and use your tools. Plugin steps act directly.

    • Agent
    • Plugin
    • Run Workflow
    • An agent step uses a saved agent or its own instructions, model, knowledge, and plugins.
    • It can return plain text or the fields of an output template.
    • Run Workflow calls another workflow as a single step.
  3. Logic

    It decides and repeats

    Take a different path when a condition is true, or do the same work for every item.

    • Branch
    • Loop
    • Aggregate
    • Set State
    • Branch follows the first case whose condition is true, or Else.
    • Loop runs its steps for each item, file, folder, or page.
    • Aggregate joins what a loop produced; Set State keeps values for later steps.
  4. Results

    The output lands where it belongs

    Convert the result, save it to a folder, and name what the run returns.

    • Convert Format
    • Save to Folder
    • Output
    • Convert Format turns Excel, CSV, JSON, or Markdown into CSV, Excel, Word, or PDF.
    • Save to Folder files the result in Knowledge, ready for search and chat.
    • Output names each result the run returns.
  5. Done

    Every run is on record

    See each run, its steps, and what it produced.

    • Latest run
    • Run details
    • Open any run to see what each step received and returned.

Triggers for real work

Run on a schedule in your time zone, when a file lands in a folder, when an email arrives, or when someone mentions the workflow in Slack or Teams.

Steps that get things done

Agents and plugin actions, branches and loops, file conversion, and saving to a folder, wired together in order.

Two ways to build

Simple when it can be

One agent on a trigger takes a minute in the simple editor. When the process has rules, the canvas adds branches, loops, and nested workflows.

Describe it, or lay it out. Tell Redbelt what the workflow should do and it builds the steps, or place and connect them yourself on the canvas.

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