WORKFLOW LIBRARY

Find the work
worth connecting.

Start with a task your team already recognizes. Explore what it needs, how the pieces connect, and what a useful result looks like.

Illustrative workflow starting points built from the platform’s capabilities. Your systems, provider actions, permissions, and scope are confirmed during onboarding.

18 workflow starting points

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AI solutionsTicket

Prepare a solution for an unfamiliar incident

The incident has useful context, but no prior resolution fits.

ServiceNowAgent
Explore the workflow

Start with

  • Issue and diagnostic evidence
  • Target and allowed action
  • Outcome check

The sequence

  1. Retrieve relevant context.
  2. Generate and prepare a new response.
  3. Validate requirements and apply approval policy.
  4. Run through a capable path and inspect the outcome.

The useful output

A proposed solution with requirements and a recorded execution decision.

What to evaluate

Reviewer acceptance of the plan and the action-specific outcome check.

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KnowledgeTicket

Reuse a verified resolution

The team repeatedly reconstructs how a familiar issue was fixed.

ServiceNowKnowledge
Explore the workflow

Start with

  • Current issue
  • Relevant resolution history
  • Environment differences

The sequence

  1. Retrieve a matching resolution.
  2. Review the fit for the current target.
  3. Adapt and validate the proposed action.
  4. Capture the new outcome and feedback.

The useful output

A context-aware reuse of prior work.

What to evaluate

Time to a reviewed plan and whether the issue was resolved.

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AutomationSchedule

Replace the recurring manual checklist

A weekly set of checks consumes operator time.

AgentCloud
Explore the workflow

Start with

  • Checklist
  • Permitted targets
  • Schedule and report needs

The sequence

  1. Describe the intended checks.
  2. Review the workflow definition.
  3. Test manually before enabling the schedule.
  4. Inspect results and escalate incomplete steps.

The useful output

A reusable workflow and inspectable run history.

What to evaluate

Completion of each required check and operator time per run.

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AutomationWebhook

Turn an approved event into scoped work

An external event needs the same follow-up every time.

WebhookAgent
Explore the workflow

Start with

  • Event contract
  • Signed-webhook setup
  • Permitted action

The sequence

  1. Validate the trigger configuration.
  2. Prepare the event-driven workflow.
  3. Check target and execution requirements.
  4. Record the result and unresolved follow-up.

The useful output

A defined event-to-action path.

What to evaluate

Correct handling of the expected event and invalid-input cases.

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InvestigationManual

Investigate before changing anything

The reported symptoms are not enough to justify a change.

CloudAgent
Explore the workflow

Start with

  • Affected target
  • Read-only access
  • Reported symptoms

The sequence

  1. Collect configured observations.
  2. Review signals and recurrence.
  3. Identify missing evidence.
  4. Prepare a supported next step.

The useful output

An evidence-backed investigation handoff.

What to evaluate

Usefulness of evidence and clarity of remaining unknowns.

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FleetManual

Check whether the target can run the plan

The team discovers missing prerequisites only after attempting a job.

Agent
Explore the workflow

Start with

  • Target inventory
  • Proposed package
  • Runtime and tool requirements

The sequence

  1. Resolve the intended target.
  2. Inspect coverage and prerequisites.
  3. Identify a capable runner or explain the gap.
  4. Dispatch only after readiness and policy checks.

The useful output

An actionable readiness decision.

What to evaluate

Accurate target resolution and clear handling of a missing prerequisite.

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FleetManual

Carry out a scoped cloud operation

Cloud context and operational actions live in separate places.

AWSAzureGCP
Explore the workflow

Start with

  • Connected cloud scope
  • Selected resource
  • Permitted action

The sequence

  1. Read the available inventory context.
  2. Resolve the intended resource.
  3. Select the supported execution path.
  4. Review the job and outcome.

The useful output

A target-specific operational record.

What to evaluate

The correct target, permitted action, and a useful result.

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GovernanceManual

Make an approval decision with context

A reviewer sees a proposed command without the surrounding decision.

Approval queueAgent
Explore the workflow

Start with

  • Proposed work
  • Target and requirements
  • Policy and verification plan

The sequence

  1. Inspect the prepared action.
  2. Review scope and required access.
  3. Approve or hold according to policy.
  4. Retain the decision with the run outcome.

The useful output

A traceable decision instead of an isolated approval.

What to evaluate

Whether a reviewer can reconstruct the proposal, decision, and result.

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KnowledgeManual

Bring past fixes into present work

Useful resolution history exists but is hard to reuse.

ServiceNowJiraKnowledge
Explore the workflow

Start with

  • Approved source records
  • Tenant scope
  • Quality and data-handling rules

The sequence

  1. Configure the supported source.
  2. Ingest and normalize permitted records.
  3. Retrieve context for a representative issue.
  4. Review relevance and record feedback.

The useful output

Searchable, tenant-scoped operational context.

What to evaluate

Relevance of retrieved resolutions for agreed sample incidents.

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AutomationSchedule

Standardize a customer service routine

Different operators repeat the same customer task differently.

AgentTicketing
Explore the workflow

Start with

  • One customer environment
  • Approved checklist
  • Escalation owner

The sequence

  1. Write a common workflow definition.
  2. Confirm the customer-specific targets and policy.
  3. Run and inspect a supervised example.
  4. Agree on recurring initiation and handoff.

The useful output

An inspectable routine with customer context attached.

What to evaluate

Consistent required steps and a clear exception handoff.

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FleetManual

Find gaps before promising execution

Service scope assumes every customer target is ready.

AgentCloud
Explore the workflow

Start with

  • Customer inventory
  • Required capabilities
  • Allowed access

The sequence

  1. Review the target set.
  2. Inspect coverage and readiness.
  3. List missing prerequisites.
  4. Agree on the executable service scope.

The useful output

A scope grounded in the actual target environment.

What to evaluate

Coverage for the agreed workload and actionable gap reporting.

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KnowledgeManual

Separate a useful fix from an attempted fix

A closed task does not always establish that the fix worked.

KnowledgeTicketing
Explore the workflow

Start with

  • Resolution record
  • Verification outcome
  • Operator feedback

The sequence

  1. Record whether the issue was fixed.
  2. Capture edits, quality feedback, and rollback.
  3. Use eligible outcomes to inform reuse.
  4. Review curated examples for optional training.

The useful output

Outcome-aware knowledge for future work.

What to evaluate

Feedback completeness and usefulness in a later similar case.

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FieldVisit

Create the next visit’s starting point

The next technician needs more than a loosely written visit note.

Field mode
Explore the workflow

Start with

  • Customer-site identity
  • Permitted discovery scope
  • Visit observations

The sequence

  1. Record the visit context.
  2. Collect supported local observations.
  3. Save a site baseline.
  4. Leave unresolved items for follow-up.

The useful output

A versioned site reference and visit record.

What to evaluate

Whether another technician can understand the captured scope.

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FieldVisit

See what changed since the last visit

A returning technician must reconstruct what changed.

Field mode
Explore the workflow

Start with

  • Prior baseline
  • Current baseline
  • Customer-reported issue

The sequence

  1. Capture the current version.
  2. Compare versions.
  3. Inspect added, removed, and changed observations.
  4. Use differences to guide the investigation.

The useful output

A concrete change comparison for the customer site.

What to evaluate

Correct identification of agreed test changes.

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FieldVisit

Preserve context across technicians

The person returning to a site is not the person who last worked there.

Field modeKnowledge
Explore the workflow

Start with

  • Visit record
  • Baseline versions
  • Open follow-up

The sequence

  1. Review the previous visit.
  2. Inspect the relevant changes.
  3. Document the current investigation.
  4. Leave a useful follow-up record.

The useful output

Continuity across people and visits.

What to evaluate

The next operator can identify completed work and remaining questions.

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FleetManual

Review a workload operation before dispatch

The desired workload action needs a suitable target and runner.

DockerKubernetes
Explore the workflow

Start with

  • Workload context
  • Supported operation
  • Scoped permissions

The sequence

  1. Identify the intended workload.
  2. Prepare the operation and requirements.
  3. Review the capable execution path.
  4. Check the action-specific result.

The useful output

A reviewed workload operation with an inspectable result.

What to evaluate

Target accuracy and verification of the agreed operation.

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AutomationTicket

Connect the action to its service record

The operational work and the ticket record drift apart.

ServiceNowJiraZendesk
Explore the workflow

Start with

  • Ticket context
  • Configured provider action
  • Outcome and follow-up

The sequence

  1. Select the supported ticket action.
  2. Prepare the operational handoff.
  3. Inspect the run outcome.
  4. Use the configured integration to update the service context.

The useful output

A service record informed by the work performed.

What to evaluate

Accuracy of the ticket update and its relationship to the outcome.

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GovernanceManual

Expand from investigation to an approved action

The team wants to introduce execution with a small, observable scope.

AgentApproval queue
Explore the workflow

Start with

  • One target
  • One permitted change
  • Approval and recovery plan

The sequence

  1. Establish the read-only baseline.
  2. Prepare and validate the action.
  3. Apply the agreed review and authorization.
  4. Verify the result and document the recovery boundary.

The useful output

A supervised example of the complete action lifecycle.

What to evaluate

Agreement between the proposed action, authorization, and observed outcome.

Plan this workflow

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