Workflows are one of the most powerful features on the AgentX platform - they let you automate agent tasks using triggers, actions, and advanced conditional logic. In this tutorial, you'll learn how to build a workflow from scratch, configure each step, and run a test before going live. 

Step 1: Navigate to the Workflows Section 

In the left navigation sidebar, click Workflow. This opens the Workflows page showing all workflows in your workspace. 

If you haven't created one yet, you'll see an empty state with the message "No workflows yet." Click the purple + Create your first workflow button - or + New Workflow in the top-right corner - to get started. 

Step 2: Configure the Trigger 

After clicking Create, the workflow editor opens - a canvas with two default nodes: Trigger and Run Agent / Team. 

Click Configure on the Trigger card to open the configuration panel on the right. Choose your trigger type: 

• Schedule - runs the workflow automatically on a set schedule 

• Webhook - fires the workflow via an incoming HTTP request 

• Email - triggers the workflow when an email is received 

• Social - triggers the workflow through social media channels 

If you select Schedule, set: 

1. The interval (e.g. Daily) 

2. The time (e.g. 9:00 AM) 

3. The timezone (e.g. CET - Berlin/Warsaw) 

Step 3: Configure the Run Agent / Team Step 

Click Configure on the Run Agent / Team card. In the right-side panel: 

1. Select the agent or team to run (e.g. Image Generator, GPT 5.5, your own agent) 

2. In the Message field, type the instruction for the agent - what it should do when triggered (e.g. "generate an image with a chart for the daily euro dollar exchange rate") 

3. Optionally enable the Create new conversation each time toggle if you want each run to start a fresh conversation 

   
   

Step 4: Add More Steps 

Click the + button (Add a step) below the last node on the canvas. The ADD A STEP modal will appear with the following options: 

• Agent / Team - runs another agent or team as the next step 

• Action - performs an action with the previous agent's response. Available integrations: 

  • Slack - send to a Slack channel 

  • Teams - send to a Teams channel 

  • Email - send to an email address 

  • HTTP Request - call a custom endpoint 

    

• Condition - branches the workflow into a Yes or No path based on the previous step's response. Condition types: 

  • Contains / Not contains - checks for the presence or absence of a phrase 

  • Equals - exact text match 

  • Regex - regular expression match 

  • JSON field - checks a field in a JSON response 

  • AI condition - lets AI decide yes or no 

    

• Transform - reshapes the response before passing it to the next step: 

  • AI Rewrite - reformulate the response using AI 

  • JSON Extract - pull a specific field from JSON 

  • Template - build a string using {{response}} 

  • Convert to JSON - turn the response into structured JSON using AI 

    

• Parallel - runs multiple branches simultaneously (BRANCH 1, BRANCH 2, etc.), then merges the results using a chosen strategy (e.g. Concat). Add more branches with the + Branch button 

  

• Human-in-the-Loop - pauses the workflow and waits for a manual decision from a reviewer. Configuration includes: 

  • Step title - name of the review step 

  • Instruction - what the reviewer should do 

  • Response type - e.g. Approve / Reject 

  • Assignee emails - who to notify 

  • Response timeout - optional time limit 

Step 5: Test Your Workflow 

Before saving, click Test Run in the top toolbar. In the modal you'll see: 

• The trigger type (e.g. Schedule) 

• An optional Message override field - use this to replace the default message for this test only 

Click Run Test to execute the workflow immediately. Results will appear in the Logs tab, tagged as test-run. 

Step 6: Save and Activate Your Workflow 

Once everything is configured, click Save in the top-right corner. Your workflow will appear on the Workflows list with an Activated status (green pill). 

The list displays all key details at a glance: name, trigger type, schedule, assigned agent, workspace, and creator. Use the three-dot menu under Actions to manage, edit, or delete any workflow. 

Pro Tips 

• Use the Condition step with AI condition when your branching logic is complex and hard to express as a simple text rule 

• Parallel is ideal when you want to send an agent's output to multiple channels simultaneously (e.g. Slack and email at the same time) 

• The History tab lets you review previous workflow runs - great for debugging 

• Add a Human-in-the-Loop step wherever an agent's output needs human approval before the workflow continues 

You're all set! Your workflow is now running automatically - AgentX handles the rest. 🚀