Setting Up Workflows
Workflows are automated sequences of actions that Dynaris runs on your behalf. This guide shows you how to create effective workflows for common use cases.
What is a workflow?
A workflow is any set of actions coordinated by your AI agents. Workflows can be:
- Conversational -- Triggered by a chat message
- Scheduled -- Run at specific times or intervals
- Event-driven -- Triggered by an incoming event (new email, webhook, etc.)
Creating a simple workflow
The easiest way to create a workflow is through conversation. Describe what you want:
"Every morning at 8am, check my Gmail for new emails from prospects and add any new contacts to my contact list"
Dynaris creates a scheduled workflow that:
- Runs at 8am every day
- Searches Gmail for prospect emails
- Extracts contact information
- Adds new contacts to your database
- Logs the results
Common workflow patterns
Lead response workflow
"When a new lead comes in through email, immediately respond with our intro template, add them to contacts, and schedule a follow-up for 3 days later"
You get: instant response, new contacts added, and follow-ups scheduled automatically.
Daily digest workflow
"Every weekday at 5pm, compile a summary of all activities today -- emails sent, meetings booked, contacts added -- and send it to me on Slack"
You get: a daily summary of everything that happened, delivered to Slack.
Research and outreach workflow
"Find 20 companies in the fintech space, get their decision-makers' contact info, and draft personalized outreach emails for each"
You get: researched leads with contact info and personalized emails ready to send.
Follow-up cadence workflow
"Set up a 5-touch follow-up sequence: Email on day 1, email on day 3, LinkedIn connection on day 5, email on day 7, and a call on day 10"
You get: a multi-touch sequence across email, LinkedIn, and calls, all tracked automatically.
Workflow best practices
Start small
Begin with a simple, one-step workflow and add complexity as you verify each step works correctly.
Be specific
The more specific your instructions, the better your agents perform. Include details like:
- Which email accounts or folders to check
- What criteria to use for filtering
- What format you want for outputs
- When you want it to run
Test before automating
Run a workflow manually first by making the request in chat. Once you are happy with the output, convert it to a scheduled workflow.
Check in on your workflows
Check the Schedule tab and Events feed regularly to make sure your workflows are running correctly and producing the expected results.
Use the Knowledge Base
Upload reference materials (email templates, playbooks, guidelines) to the Knowledge Base so your agents can follow your standards.