Break the work into reviewable steps
A workflow is useful when a task needs more than one instruction. Give each stage a specific purpose and expected output. Separate collecting evidence from interpreting it, and separate drafting a recommendation from approving it.
- Research: gather the required context.
- Analysis: compare options against agreed criteria.
- Drafting: assemble a memo, report or checklist.
- Review: identify unresolved items for the human owner.
Create a reusable workflow in AI Work
Open AI Work, give the workflow a title and describe the overall outcome. Add named steps with clear instructions. State which earlier findings each step should use and how it should handle gaps or contradictory information.
Run stages in sequence
The workflow runs its AI steps sequentially and carries context forward within the available limits. Review the result of each stage as well as the final output. For long source material, ask for concise intermediate summaries so the important evidence remains visible.
Keep the handover useful
Specify the structure of each result: a comparison table, requirements list, risk register or decision memo. Use consistent labels and distinguish supplied facts from generated analysis. A clear intermediate result makes the following stage easier to check.
Save, revisit and improve
Saved workflows appear in AI Work with their step count and status. Reopen a workflow to inspect its definition and results. When an attempt is interrupted or fails, check the visible status and available retry controls before continuing; do not assume every stage completed.
Keep approval and execution explicit
A sequence of AI steps is not, by itself, permission to send a submission, contact a customer or change another system. Define human review points and confirm the configured tools support any required external action. Use Automation when you also need a supported recurring schedule.
A brief to try
Build a tender-preparation workflow: extract the issuing entity’s requirements; create an evidence matrix; identify missing attachments; draft the response outline; prepare a final checklist for the bid manager. Flag unsupported claims and leave submission to the approved owner.
Illustrative example. Replace assumptions with your approved business information.
Common questions
How is a workflow different from an automation?
A workflow describes the sequence of work. Automation adds a supported trigger or schedule and depends on the required runner and integrations.
Can I reuse a workflow?
Yes. Saved workflows can be reopened in AI Work. Review the instructions and inputs before using them for another situation.
Does every workflow need an integration?
No. Research, analysis and drafting can use the workspace’s available AI capabilities. Working in another application requires a supported connection.