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Glossary · Workflow design

Workflow

Also called: automated workflow, workflow automation, process automation

A workflow is a repeatable sequence of steps, started by a trigger, that turns an input (a form, an invoice, a new deal) into an outcome, with defined rules for each decision along the way.

"Workflow" describes the work, and "workflow automation" describes software running it. The parts are always the same:

  • a trigger that starts a run,
  • data that flows from step to step,
  • logic that decides (route, check, loop),
  • actions that change things in other systems,
  • and, in any workflow that matters, a person at the decisions software shouldn't make.

A worked example

Invoice intake, as a workflow: an invoice arrives (trigger) → AI extracts vendor, amount and PO (step) → a validator checks the fields (logic) → a router sends anything over the threshold to a manager (logic + human in the loop) → finance is told to pay (action). Each run handles one invoice and leaves a trace of every step.

Workflow, not script

A workflow differs from a script in what it makes visible. Each step has an input and an output you can inspect, failures have a defined path, and a non-developer can read the shape. That's the point of building on a canvas instead of in a cron job.

What to automate first

Start with work that's frequent, rules-based and annoying, where a mistake is cheap to catch: notifications, digests, data entry between two systems. Leave judgment calls to people, and automate the gathering around them.

In Fluxo Flow

A workflow in Fluxo Flow is a graph on a visual canvas built from nodes for triggers, AI steps (Agent, AI Generate, Observer), logic (Router, Validator, Guardrail, Transformer, Loop), data (Memory, Retriever), actions, integrations, sub-workflows, outputs, Human Review and Error Handler. Every save records a version you can restore. Plans limit how many workflows you can have, not how often they run.

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