Workflows

The prompt that got you exactly the right weekly update is worth more than the update. Workflows are where those live, so you are not searching March’s tasks for a message you wrote once.

Find them in the Library, under the Workflows tab.

Writing one

A workflow is a title and a body. The title is how you will find it later, Weekly status update, Vendor contract review, so name it after the job, not the technique.

If you would rather start from a sketch, Draft with AI turns a title and a rough idea into a first version you then edit.

A workflow can be up to 10,000 characters, which is far more than a good one needs.

Fill-in-the-blank fields

Put {{double braces}} around anything that changes each time:

Write a status update for {{client}} covering {{period}}.
Lead with risks. Under 200 words. No preamble.

When you run the workflow, Dhanu asks for each field before inserting it, Client, Period, and fills them in. One workflow then covers a whole category of request instead of being rewritten every week.

Leave a field blank and the placeholder stays in the text, so you can fill it in yourself.

Who can use it

Every workflow you save is private to you.

Using one

In a task composer, type / and pick the workflow by name, yours are marked My workflow. It is inserted into the message, fields filled, and you can edit it before sending.

The same / menu also reaches your staff, your apps, other tasks, your files and your templates, so a workflow sits alongside everything else you might want to pull into a message.

Keeping them useful

Save it the moment it works. The best time is right after a reply that was exactly right, copy that message, generalise the specifics into fields, save.

Generalise the specifics, keep the constraints. The client name becomes a field; “no preamble, under 200 words” stays hard-coded, because that is the part that made it good.

Prune them. Twenty workflows nobody can choose between is worse than five everyone uses. Delete the ones that stopped matching how you work.

Know when it should be a staff member instead. A workflow you run every Monday against the same sources is a job, not a message, see Hire your first AI staff member.