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Workflows

Build repeatable processes with Workflows

For the work that repeats, a workflow is cheaper, faster, and more predictable than asking an agent to figure it out every time. Agents call workflows the same way they call any other tool, or you can embed an agent directly inside a workflow.

Flexible, drag & drop builder for any use case

Drag nodes into a workflow: connector actions, agent steps, API requests, your own TypeScript or JavaScript, and more. Custom code runs in a secure sandbox right alongside every other step, so you can reshape data or drop in proprietary logic without standing up a separate service.

The Tipoff workflow builder: a node library on the left with AI, Connectors, Tools, Control Flow, and Data categories; a canvas on the right showing a sample pricing-intelligence workflow composed of Web Fetch, Code, Agent, Approval, and API Request steps.

Orchestrate teams of agents.

Build repeatable workflows for complex, multi-step tasks. Full visibility and guardrails at every step. Trusted and accurate, every time.

Weekly Competitive Brief
Run complete
Web Fetch
Competitor A pricing
competitor-a.example
Web Fetch
Competitor B pricing
competitor-b.example
KB Read
Last week's brief
/marketing/briefs
Agent
Nova
Market Scout
Competitive research
Agent
Dana
Insights Analyst
Week-over-week synthesis
Agent
Kai
Brief Writer
Exec-ready prose
Slack
#marketing-weekly
Post the brief
KB Write
This week's brief
/marketing/briefs
Inbound Lead Enrichment
Run complete
Salesforce
Lead record
lead/00Q5e0…
KB Read
ICP definition
/sales/icp/v4
Agent
Reese
Company Researcher
Firmographic enrichment
Agent
Priya
Lead Qualifier
Fit score & tier
Salesforce
Update Lead
Tier · score · owner
Conditional
score_fit > 0.8
Route to rep on match
Slack
DM the rep
Hot lead handoff
01 / 02 Marketing · Weekly Competitive Brief

Run on a schedule or an event.

Workflows can run on a cadence you set, or kick off the moment something happens in a connected system.

Scheduled

Pick a cadence and the workflow runs on time. A morning sweep, a weekly brief, an end-of-day digest.

Schedules
  • Pipeline hygiene sweep
    Daily · 8:30 AM PT
  • Weekly competitive brief
    Mon · 8:00 AM ET
  • Leadership digest
    Mon–Fri · 5:00 PM ET

Connector events

Kick the workflow off the moment something happens in a connected system. A new lead, an escalated ticket, a closed deal.

Events
  • Inbound Lead Triage
    Salesforce · New inbound lead
  • Support Escalation
    Zendesk · Ticket escalated
  • Customer Onboarding
    HubSpot · Deal closed-won

Ready to build your agent team?