How do we use workflows for repeatable HR and IT processes?

Workflows automate multi-step tasks with triggers, agent steps, and optional human checkpoints—separate from ad-hoc chat.

Workflows let you run the same sequence of steps whenever a trigger fires: a new ticket arrives, someone runs a flow from chat, a schedule fires, or another event your admins configured.

When workflows help HR and IT

Onboarding packs assembled from checklist + notifications + ticket updates.
Triage of incoming employee requests with consistent first responses.
Data collection where the assistant must ask follow-up questions and wait for answers.
Cross-system steps (where enabled) such as email, webhooks, or integrations attached to skills.

How to think about workflows vs chat

Chat is best for one-off questions grounded in knowledge and tools.
Workflows are best when you want repeatability, auditability, and a defined path with optional pauses for people.

Example

When a new ticket lands in the HR inbox, a workflow posts an initial reply, gathers missing details from the employee, and opens an internal task for payroll—same behavior every time.

Guardrails

Workflows require the workflows capability on your plan and users with permission to manage or run them.
Orchestration (tracked processes with assignments and due dates) is a related but separate product area—use the right tool when you need project-style tracking.