Unclassified
Workflows
Automated Process Orchestration in IntegrateWise
Workflows are the automated processes that coordinate agents, tools, and systems to complete complex tasks efficiently and consistently. They transform repetitive manual work into intelligent, automated operations that leverage the full power of the Spine Agent Network.
Core Value: Workflows enable you to define once, execute many times, with consistent quality and full context continuity.
Overview
What are Workflows?
Workflows are:
- Automated - Execute without manual intervention (when approved)
- Intelligent - Use AI to make smart decisions during execution
- Context-Aware - Maintain and leverage full context throughout
- Governed - Follow proper permissions, approvals, and audit trails
- Reusable - Can be executed multiple times with different inputs
Workflow Types
| Type | Description | Example |
|---|---|---|
| Personal Workflows | Individual productivity automation | Daily planning, email organization |
| Team Workflows | Collaborative team processes | Project approvals, team standups |
| Domain Workflows | Business function automation | Lead qualification, support ticket routing |
| Cross-Domain Workflows | Multi-function coordination | Customer onboarding (Sales + Success + Support) |
| System Workflows | Platform-level operations | Data synchronization, system maintenance |
Architecture
┌─────────────────────────────────────────────────────────────┐
│ WORKFLOW ARCHITECTURE │
├─────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ WORKFLOW DEFINITION │ │
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
│ │ │ Trigger │ │ Steps │ │ Variables │ │ │
│ │ │ │ │ │ │ & Inputs │ │ │
│ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ EXECUTION ENGINE │ │
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
│ │ │ Orchest- │ │ Step │ │ Context │ │ │
│ │ │ rator │ │ Executor │ │ Manager │ │ │
│ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ INTEGRATION LAYER │ │
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │
│ │ │ Agents │ │ Tools │ │ Systems │ │ │
│ │ │ │ │ │ │ │ │ │
│ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────┘
Workflow Components
1. Triggers
What starts the workflow?
| Trigger Type | Description | Example |
|---|---|---|
| Manual | User explicitly starts workflow | "Run lead qualification" |
| Schedule | Time-based trigger | Every Monday at 9 AM |
| Event | System event trigger | New email received, CRM update |
| Webhook | External system trigger | GitHub push, Slack message |
| API Call | Programmatic trigger | REST API, SDK call |
| Condition | Data-based trigger | When opportunity value > $10K |
Trigger Examples
triggers:
- type: manual
name: run_lead_qualification
description: "Qualify a new lead"
- type: schedule
cron: "0 9 * * 1-5"
name: daily_standup
description: "Daily team standup workflow"
- type: event
source: crm
event: new_lead
name: auto_qualify_lead
- type: webhook
endpoint: /webhooks/github
event: push
name: code_review_workflow
- type: condition
condition: "opportunity.value > 10000"
name: high_value_opportunity
2. Steps
What actions does the workflow perform?
Each step can:
- Call an agent
- Use a tool
- Make a decision
- Wait for input
- Loop or branch
Step Types
| Step Type | Description | Example |
|---|---|---|
| Agent Call | Invoke an agent | "Call Lead Agent to qualify" |
| Tool Call | Use a tool | "Query CRM for customer data" |
| Decision | Conditional logic | "If score > 80, route to AE" |
| Wait | Pause execution | "Wait for user approval" |
| Loop | Repeat steps | "For each lead in list" |
| Parallel | Concurrent steps | "Run analysis and enrichment simultaneously" |
Step Examples
steps:
- name: enrich_lead_data
type: agent
agent: enrichment_agent
parameters:
lead_id: "{{lead.id}}"
- name: calculate_score
type: agent
agent: scoring_agent
parameters:
lead_data: "{{steps.enrich_lead_data.output}}"
- name: route_decision
type: decision
condition: "{{steps.calculate_score.output.score}} > 80"
true_step: route_to_ae
false_step: route_to_sdr
- name: route_to_ae
type: tool
tool: crm.assign
parameters:
lead_id: "{{lead.id}}"
owner: "account_executive"
3. Variables & Inputs
What data does the workflow use?
Variable Types
| Type | Description | Example |
|---|---|---|
| Input | Provided when workflow starts | lead_id, customer_name |
| Output | Generated by workflow steps | qualified_score, assigned_owner |
| Context | From Spine Fabric | customer_history, previous_interactions |
| Constant | Fixed values | priority_threshold = 80 |
| Computed | Calculated during execution | total_value = sum(items) |
Variable Examples
variables:
inputs:
lead_id:
type: string
required: true
description: "The ID of the lead to qualify"
source:
type: string
default: "web_form"
description: "Where the lead came from"
outputs:
qualified:
type: boolean
description: "Whether the lead was qualified"
score:
type: number
description: "The lead qualification score"
assigned_to:
type: string
description: "Who the lead was assigned to"
context:
customer_data: "{{spine.crm.customers[lead.customer_id]}}"
previous_leads: "{{spine.crm.leads[customer_id=lead.customer_id]}}"
4. Governance
What rules apply to the workflow?
| Governance Aspect | Description | Example |
|---|---|---|
| Permissions | What the workflow can access | crm:read, email:send |
| Approvals | What requires human approval | High-value assignments |
| Rate Limits | Execution constraints | Max 10 concurrent executions |
| Audit | What gets logged | All steps, decisions, data access |
| Timeouts | Execution limits | Complete within 1 hour |
Governance Examples
governance:
permissions:
required: [crm:read, crm:write, email:send]
optional: [calendar:read]
approvals:
required_for:
- data_modification
- external_communication
- high_value_actions
approvers:
- user
- manager
rate_limits:
max_concurrent: 10
max_per_hour: 100
audit:
log_all_steps: true
log_data_access: true
log_decisions: true
timeouts:
step_timeout: 300 # 5 minutes per step
workflow_timeout: 3600 # 1 hour total
Workflow Examples
Example 1: Lead Qualification Workflow
name: lead_qualification
version: 1.0
description: "Automatically qualify inbound leads"
triggers:
- type: event
source: crm
event: new_lead
variables:
inputs:
lead_id:
type: string
required: true
steps:
# Step 1: Enrich lead data
- name: enrich_lead
type: agent
agent: enrichment_agent
parameters:
lead_id: "{{inputs.lead_id}}"
output: enriched_lead
# Step 2: Calculate qualification score
- name: calculate_score
type: agent
agent: scoring_agent
parameters:
lead: "{{steps.enrich_lead.output}}"
output: score
# Step 3: Route based on score
- name: route_decision
type: decision
condition: "{{steps.calculate_score.output.score}} > 80"
true_step: route_to_ae
false_step: route_to_sdr
# Step 4a: Route to Account Executive
- name: route_to_ae
type: agent
agent: router_agent
parameters:
lead_id: "{{inputs.lead_id}}"
role: "account_executive"
priority: "high"
# Step 4b: Route to SDR
- name: route_to_sdr
type: agent
agent: router_agent
parameters:
lead_id: "{{inputs.lead_id}}"
role: "sdr"
priority: "normal"
# Step 5: Notify owner
- name: notify_owner
type: tool
tool: email.send
parameters:
to: "{{steps.route_decision.output.owner.email}}"
subject: "New lead assigned: {{steps.enrich_lead.output.company_name}}"
body: "You have a new lead to follow up on..."
governance:
approvals:
required_for: external_communication
Example 2: Daily Planning Workflow
name: daily_planning
version: 1.0
description: "Plan your day based on tasks, meetings, and priorities"
triggers:
- type: schedule
cron: "0 8 * * 1-5"
variables:
outputs:
schedule:
type: object
description: "Your optimized daily schedule"
priorities:
type: array
description: "Today's top priorities"
steps:
# Step 1: Get today's meetings
- name: get_meetings
type: tool
tool: calendar.list
parameters:
date: "{{today}}"
output: meetings
# Step 2: Get outstanding tasks
- name: get_tasks
type: tool
tool: tasks.list
parameters:
status: "incomplete"
due_before: "{{tomorrow}}"
output: tasks
# Step 3: Analyze priorities
- name: analyze_priorities
type: agent
agent: priority_agent
parameters:
meetings: "{{steps.get_meetings.output}}"
tasks: "{{steps.get_tasks.output}}"
calendar: "{{spine.calendar}}"
output: priorities
# Step 4: Create optimized schedule
- name: create_schedule
type: agent
agent: scheduling_agent
parameters:
priorities: "{{steps.analyze_priorities.output}}"
meetings: "{{steps.get_meetings.output}}"
constraints: "{{user.preferences.constraints}}"
output: schedule
# Step 5: Send daily briefing
- name: send_briefing
type: tool
tool: email.send
parameters:
to: "{{user.email}}"
subject: "Your daily plan for {{today}}"
body: "{{steps.create_schedule.output.summary}}"
governance:
permissions:
required: [calendar:read, tasks:read, email:send]
Example 3: Customer Support Triage
name: support_triage
version: 1.0
description: "Route and prioritize incoming support tickets"
triggers:
- type: event
source: support_system
event: new_ticket
variables:
inputs:
ticket_id:
type: string
required: true
steps:
# Step 1: Get ticket details
- name: get_ticket
type: tool
tool: support.read
parameters:
ticket_id: "{{inputs.ticket_id}}"
output: ticket
# Step 2: Analyze ticket
- name: analyze_ticket
type: agent
agent: support_analyzer
parameters:
ticket: "{{steps.get_ticket.output}}"
customer_history: "{{spine.crm.customers[ticket.customer_id].interactions}}"
output: analysis
# Step 3: Determine priority
- name: determine_priority
type: agent
agent: priority_agent
parameters:
analysis: "{{steps.analyze_ticket.output}}"
customer_tier: "{{spine.crm.customers[ticket.customer_id].tier}}"
output: priority
# Step 4: Route to appropriate team
- name: route_ticket
type: decision
condition: "{{steps.determine_priority.output}} == 'urgent'"
true_step: route_to_tier1_urgent
false_step: route_by_category
# Step 4a: Urgent to Tier 1
- name: route_to_tier1_urgent
type: tool
tool: support.assign
parameters:
ticket_id: "{{inputs.ticket_id}}"
team: "tier1"
priority: "urgent"
# Step 4b: Route by category
- name: route_by_category
type: decision
condition: "{{steps.analyze_ticket.output.category}} == 'technical'"
true_step: route_to_technical
false_step: route_to_general
# Step 4c: Route to Technical
- name: route_to_technical
type: tool
tool: support.assign
parameters:
ticket_id: "{{inputs.ticket_id}}"
team: "technical"
priority: "{{steps.determine_priority.output}}"
# Step 4d: Route to General
- name: route_to_general
type: tool
tool: support.assign
parameters:
ticket_id: "{{inputs.ticket_id}}"
team: "general"
priority: "{{steps.determine_priority.output}}"
# Step 5: Notify assignee
- name: notify_assignee
type: tool
tool: slack.send
parameters:
channel: "{{steps.route_ticket.output.assignee.slack_channel}}"
message: "New ticket assigned: {{steps.get_ticket.output.subject}}"
governance:
approvals:
required_for: high_priority_assignments
audit:
log_all_data_access: true
Workflow Lifecycle
1. Definition
Create and configure the workflow
# Create a new workflow
integratewise workflow create lead_qualification.yaml
# Validate the workflow
integratewise workflow validate lead_qualification
# Update an existing workflow
integratewise workflow update lead_qualification --version 2.0
2. Testing
Test the workflow before production use
# Test with sample data
integratewise workflow test lead_qualification --input '{"lead_id": "test_123"}'
# Dry run (no actual execution)
integratewise workflow test lead_qualification --dry-run --input '{"lead_id": "test_123"}'
# Step-by-step testing
integratewise workflow test lead_qualification --step-by-step --input '{"lead_id": "test_123"}'
3. Deployment
Deploy the workflow to production
# Deploy workflow
integratewise workflow deploy lead_qualification
# Check deployment status
integratewise workflow status lead_qualification
# Rollback to previous version
integratewise workflow rollback lead_qualification --version 1.0
4. Execution
Run the workflow
# Manual execution
integratewise workflow run lead_qualification --input '{"lead_id": "lead_456"}'
# Check execution status
integratewise workflow execution status execution_123
# View execution logs
integratewise workflow execution logs execution_123
5. Monitoring
Monitor workflow performance
# View workflow metrics
integratewise workflow metrics lead_qualification
# View execution history
integratewise workflow history lead_qualification --limit 100
# Set up alerts
integratewise workflow alert create lead_qualification --condition "error_rate > 0.05"
6. Optimization
Improve the workflow over time
# Analyze performance
integratewise workflow analyze lead_qualification
# View suggestions
integratewise workflow suggest lead_qualification
# Optimize automatically
integratewise workflow optimize lead_qualification --auto
Workflow Patterns
1. Linear Workflow
Sequential steps, one after another
Step 1 → Step 2 → Step 3 → Step 4 → Result
Use Case: Simple, predictable processes
Example: Document approval workflow
2. Conditional Workflow
Branching based on conditions
Step 1
│
├── Condition A → Step 2a → Step 3a
└── Condition B → Step 2b → Step 3b
Use Case: Different paths based on data
Example: Lead routing based on score
3. Parallel Workflow
Multiple steps executed simultaneously
Step 1
│
├── Step 2a
├── Step 2b
└── Step 2c
│
└── Step 3 (aggregate results)
Use Case: Independent tasks that can run in parallel
Example: Customer 360 assembly (gather data from multiple sources)
4. Loop Workflow
Repeat steps for multiple items
Step 1 (initialize)
│
▼
Step 2 (process item)
│
├── More items? → Loop back to Step 2
└── No more items → Step 3
Use Case: Batch processing
Example: Process all leads in a list
5. Nested Workflow
Workflows calling other workflows
Main Workflow
│
└── Step 1: Call Sub-Workflow A
│
└── Sub-Workflow A (complete workflow)
│
└── Step 2: Call Sub-Workflow B
│
└── Sub-Workflow B (complete workflow)
Use Case: Modular, reusable workflows
Example: Customer onboarding (calls identity verification, provisioning, notification workflows)
6. Event-Driven Workflow
Workflow triggered by and responding to events
Event 1 → Step 1 → Step 2 → Wait for Event 2 → Step 3 → Step 4
Use Case: Reactive, real-time processes
Example: Incident response (triggered by alert, waits for resolution)
Best Practices
Workflow Design
-
Start Simple
- Begin with linear workflows
- Add complexity gradually
- Test at each stage
-
Modularize
- Break complex workflows into sub-workflows
- Reuse common patterns
- Keep workflows focused on single responsibilities
-
Handle Errors
- Define error handling for each step
- Use retries for transient failures
- Provide fallbacks when possible
- Notify on critical failures
-
Maintain Context
- Pass context between all steps
- Store intermediate results
- Make context available for debugging
-
Optimize Performance
- Use parallel steps where possible
- Cache expensive operations
- Minimize external API calls
- Batch similar operations
Workflow Management
-
Version Control
- Version all workflows
- Maintain changelog
- Test before deploying new versions
- Support rollback capability
-
Monitoring
- Track all executions
- Monitor performance metrics
- Set up alerts for issues
- Review logs regularly
-
Documentation
- Document purpose and usage
- Define inputs and outputs
- Document governance and permissions
- Provide examples
-
Security
- Follow principle of least privilege
- Require approvals for sensitive actions
- Audit all workflow activities
- Encrypt sensitive data
-
Iteration
- Review usage patterns
- Gather user feedback
- Continuously improve
- Deprecate unused workflows
Monitoring & Analytics
Workflow Metrics
| Metric | Description | Target |
|---|---|---|
| Executions | Total workflow executions | Track growth |
| Success Rate | % of successful executions | >95% |
| Error Rate | % of failed executions | <5% |
| Execution Time | Average time to complete | Minimize |
| Steps Executed | Total steps across all executions | Track usage |
| Parallel Steps | % of steps executed in parallel | Maximize |
| Context Usage | % of executions using stored context | >80% |
Workflow Dashboard
The Workflow Dashboard provides:
- Real-time execution view
- Success/error rates
- Performance metrics
- Execution history
- Resource usage
- Alert status
Alerts
Configure alerts for:
- High error rates
- Slow execution times
- Permission violations
- Resource limitations
- Unusual patterns
Security & Governance
Permission Model
Workflows operate within a hierarchical permission model:
Workflow Level → Step Level → Tool/Agent Level
↓ ↓ ↓
Workflow Step Specific
Permissions Permissions Permissions
Approval Workflows
For sensitive operations, workflows can require:
- Auto-Approve - Low-risk operations
- Notify-Only - Execute and notify
- HITL Required - Human approval needed
- Multi-Level Approval - Multiple approvals required
Audit Trails
All workflow executions are logged with:
- Execution ID and timestamp
- Workflow name and version
- Inputs and outputs
- Step-by-step execution log
- Data accessed and modified
- User approvals (if applicable)
- Errors and exceptions
Troubleshooting
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| Workflow not starting | Trigger misconfiguration | Check trigger definition and source |
| Step failing | Permission issue | Review step permissions and access |
| Slow execution | Serial steps, external APIs | Add parallelism, cache results |
| Context missing | Not passed between steps | Verify context passing in workflow |
| Hanging | Waiting for input or approval | Check for pending approvals |
Debug Mode
Enable debug mode for workflow troubleshooting:
# Enable debug for workflow
integratewise workflow debug lead_qualification --level verbose
# View execution details
integratewise workflow execution show execution_123 --debug
# Test with full logging
integratewise workflow test lead_qualification --debug --input '{"lead_id": "test"}'
Roadmap
Short-term (0-3 months)
- Enhanced workflow editor (visual + code)
- More workflow templates and examples
- Improved error handling and recovery
- Better parallel execution
Medium-term (3-6 months)
- AI-powered workflow suggestions
- Predictive workflow optimization
- Advanced conditional logic
- Cross-workflow coordination
Long-term (6-12 months)
- Autonomous workflow adaptation
- Self-optimizing workflows
- Natural language workflow definition
- Advanced workflow analytics
Support
Documentation
- Spine Agent Network - Agent overview
- Core Agents - Foundation agents
- Domain Agents - Specialized agents
- Network Effect - How value compounds
Community
Professional Services
Quick Reference
Workflow in One Sentence
Workflows are automated processes that coordinate agents, tools, and systems to complete complex tasks efficiently and consistently.
Key Concepts
- Trigger - What starts the workflow
- Steps - What actions the workflow performs
- Variables - What data the workflow uses
- Governance - What rules apply to the workflow
Workflow Types
- Personal Workflows - Individual productivity
- Team Workflows - Collaborative processes
- Domain Workflows - Business function automation
- Cross-Domain Workflows - Multi-function coordination
- System Workflows - Platform operations