# Workflows

The Workflow Feature is a powerful and intuitive tool designed to streamline and automate your tasks. Whether you're analyzing transcripts, tracking action items, or processing a large number data, this feature provides a flexible solution to cater to various needs. 

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Access the Workflow feature through your account dashboard by navigating to "Manage Workflow" on the left side of your screen. 

<figure><img src="/files/2aKqpDlM3ylxB9D4iqtC" alt=""><figcaption></figcaption></figure>

The Workflow builder constructs a non-cyclic graph where each node processes data and passes outputs to subsequent nodes. Nodes without dependent nodes are identified as starting nodes, which receive seed data if available.

#### Seed Data

* Text: When text is used as seed data, it is passed directly to the starting nodes.
* CSV: For CSV inputs, the workflow executes once per row. Each starting node receives the current row's data, allowing for individual row processing.

## Node Types

<details>

<summary>Task Nodes</summary>

Task nodes can receive data from other nodes or seed data. They always produce an output and are recognized by a unique, editable label. Types of task nodes include:

1. **Custom Tasks:**

* Use an AI model with a user-provided prompt to process inputs.
* Optionally utilize a Jinja-based template language to reference results from previously executed nodes or access seed data, with the ability to index CSV data by column headers.
* If template rendering is disabled, the input is the concatenation of all texts passed to this node.

2. **Macro Blueprint:**

* Concatenates all inputs, processes them through a user-specified AI macro, and outputs the result.

3. **Sorter:**

* Text mode: Orders node results to organize data for subsequent nodes.
* CSV mode: Reorganizes column results based on the input order.

4. **API Service:**

* Executes an API request and outputs the result. In CSV mode, it replicates the result for each row.

5. **Google Docs Data Source:**

* Extracts text from a specified Google Document as output. In CSV mode, the result is replicated across rows.

</details>

<details>

<summary>Dispatcher Nodes</summary>

Dispatchers handle the output from task nodes by delivering or storing data, without producing further workflow outputs. Types include:

1. **Slack Dispatcher:**

* Sends results via a Slack private message. In CSV mode, it sends the modified CSV with results appended.

2. **Email Dispatcher:**

* Send results via email. In CSV mode, it sends the modified CSV with results appended.

3. **Google Docs Dispatcher:**

* Creates a Google Document with the results. In CSV mode, a Google Spreadsheet is created with the original and result data concatenated.

</details>

Nodes are linked based on their dependencies, forming a directed graph. Data flows from the starting nodes through task nodes, processed according to the node types and settings, and finally dispatched through dispatcher nodes as configured.

<figure><img src="/files/Yl44pYNQPT5TO0FN027l" alt=""><figcaption></figcaption></figure>


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