Workflow templates

Workflow templates require an Enterprise Edition license (template-conversations entitlement). A workflow_template is a reusable automation script: an ordered list of agent-executed steps stored as JSON. Workflows can be triggered manually, via the API, on a cron schedule, or by inbound email. See Routines overview.

type workflow_template {
  name: String!
  description: String
  agent: String
  steps_json: JSON!
  auto_approve_tools: Boolean
  last_processed_at: Date
  embeddings_updated_at: Date
  rights_mode: String
  created_by: Float!
  createdAt: Date
  updatedAt: Date
  variables: [String]
  budget: JSON
  id: ID!
  RBAC: RBACData
}

Field notes

Field	Notes
`agent`	ID string of the default `agent` executing each step; individual steps may override this.
`steps_json`	JSON array of step definitions. Each step specifies a prompt, optional tools, and per-step agent or model overrides.
`auto_approve_tools`	Boolean, default `false`. When `true`, queue-backed runs skip per-tool approval pauses — all tool calls are pre-approved for the duration of the run.
`variables`	Computed string array of `{{variable}}` placeholder names extracted from `steps_json`; populated at read time.
`rights_mode`	`"public"` or `"private"`; private templates are scoped via `RBAC`.
`created_by`	Numeric ID of the creating user.
`budget`	JSON budget envelope for cost limits on this workflow’s runs.
`last_processed_at`	Timestamp of the last knowledge-embedding pass over this record.
`embeddings_updated_at`	Timestamp when vector embeddings were last regenerated.

Example query

query {
  workflow_templatesPagination(
    limit: 10
    filters: [{ rights_mode: { eq: "public" } }]
    sort: { field: "name", direction: ASC }
  ) {
    items {
      id
      name
      description
      agent
      variables
      createdAt
    }
    pageInfo {
      currentPage
      hasNextPage
    }
  }
}

REST

GraphQL

Core types

Workflow templates

Field notes

Example query

​Field notes

​Example query

Field notes

Example query