Docs/Dashboard/Workflows
Guide

Workflows

Build automated multi-step workflows that your agent executes on a schedule, webhook trigger, or event. No coding required.

What are Workflows?#

Workflows are automated sequences of steps that your agent can execute. Each workflow consists of one or more steps — tool calls, LLM prompts, conditions, or delays — connected in sequence. You can trigger workflows manually, on a schedule, via webhook, or when specific events occur.

💡

Where to find it

Workflows are managed from the Sandbox tab in your dashboard. Click the Workflows sub-tab to see your workflows, or click + New to create one. You can also create workflows directly from chat using slash commands like /automate and /schedule.

Creating a Workflow#

1

Open the Workflow Builder

Navigate to the Sandbox tab in your dashboard, then click the Workflows sub-tab. Click + New to start from scratch, or select a template to start with a pre-configured workflow.

2

Add Steps

Each workflow consists of one or more steps arranged on a visual canvas. Click the + button on the edges between nodes to insert new steps. Click any node to select it and configure it in the side panel.

3

Configure Triggers (Optional)

In the right panel under When to run, add triggers to automate your workflow. Choose from scheduled (cron), webhook, or event-based triggers. Workflows without triggers can only be run manually.

4

Create

Give your workflow a name and optional description, then click Create. Your workflow is now ready to run — either manually with the Run Now button, or automatically when a trigger fires.

Editing a Workflow#

To modify an existing workflow, expand it in the workflow list and click the Edit button. This opens the visual builder pre-populated with the workflow's current name, description, steps, and triggers. Make your changes and click Save Changes — the updated workflow is synced to your agent immediately without needing to delete and recreate it.

Step Types#

Every step in a workflow has a type that determines what it does. You can mix and match step types in any order.

TypeDescriptionUse Case
ToolExecute a tool on your agent's VM — terminal commands, HTTP requests, send emails, post messages, etc.Run commands, call APIs, send notifications
LLMSend a prompt to your agent's AI model and get a response. Use results from previous steps as context.Summarize data, generate content, analyze information
ConditionBranch logic that checks a field value. If the condition is true, continue; otherwise, stop.Only send alerts when errors are detected
DelayWait for a specified duration before continuing to the next step.Rate limiting, waiting for external processes

Available Tools#

When adding a Tool step, you can choose from a catalog of 20+ tools. Here are the most common ones:

ToolCategoryDescription
TerminalSystemExecute shell commands on the VM
HTTP RequestSystemMake GET/POST/PUT/DELETE requests to any URL
BrowserSystemFetch and extract content from web pages
Firecrawl ScrapeSystemScrape web pages with structured extraction (returns markdown by default)
File ReadSystemRead file contents from the workspace
File WriteSystemWrite or create files in the workspace
Gmail SendEmailSend emails via Gmail
Discord MessageChatSend messages to Discord channels
Slack MessageChatSend messages to Slack channels
Twitter PostSocialPost tweets to X/Twitter
GitHub CommentDevComment on GitHub issues or PRs
GitHub Create IssueDevCreate new GitHub issues
Google Calendar EventProductivityCreate calendar events

Skills required

Integration tools (Gmail, Discord, Slack, Twitter, GitHub, Calendar) require their corresponding skill to be enabled and configured with API credentials. Go to the Skills tab to set them up.

Triggers#

Triggers determine when your workflow runs automatically. You can add multiple triggers to a single workflow. Workflows without triggers can only be run manually via the Run Now button.

Scheduled (Cron)#

Run your workflow on a repeating schedule — every N minutes, hours, or days. The minimum scheduling interval is 1 minute.

text
Examples:
Every 15 minutes → Run every: 15 minutes
Every 6 hours   → Run every: 6 hours
Once a day      → Run every: 1 days

Webhook#

Trigger your workflow by sending an HTTP POST request to a custom webhook path. The request body is available as {{trigger_data}} in your workflow steps, so you can use incoming data to drive your automation.

Event#

Trigger your workflow when specific internal agent events occur:

EventDescription
message.receivedA new chat message arrives
health_checkA health check runs
agent.startedThe agent starts up
agent.errorThe agent encounters an error
workflow.completedAnother workflow finishes successfully
workflow.failedAnother workflow fails

Passing Data Between Steps#

Steps can reference the output of previous steps using template variables. Paste these into any field in the step editor to pass data through your workflow:

VariableDescription
{{step_0_output}}Output from the first step
{{step_1_output}}Output from the second step
{{step_N_output}}Output from step N (zero-indexed)
{{trigger_data}}Data from the trigger that started the workflow (webhook body or event data)
Example: Summarize and email
Step 0 (Tool): Terminal → curl https://api.example.com/stats
Step 1 (LLM): "Summarize this data into a brief report: {{step_0_output}}"
Step 2 (Tool): Gmail Send → to: admin@example.com, body: {{step_1_output}}

Built-in Templates#

Lobstack includes 6 pre-built workflow templates to get you started. Click any template in the Workflows tab to load it into the builder with pre-configured steps and triggers.

TemplateStepsTriggerDescription
Daily Email Digest3Every day at 8amGather data, summarize with AI, send digest email
Social Media Poster2Mon/Wed/Fri at noonGenerate content with AI, post to Twitter
GitHub Issue Responder2On new issueAnalyze issue with AI, post initial comment
Health Monitor & Alert4Every 15 minutesCheck health endpoint, diagnose failures, send alert email
Web Scrape & Report2Every 6 hoursScrape a URL, analyze changes with AI
File Backup2Daily at 2amCreate tarball backup, confirm success

Execution History#

Every workflow run is tracked in the Executions sub-tab. Each execution shows its status, start and completion time, step-by-step results, and any error messages.

StatusMeaning
PendingQueued but not yet started
RunningCurrently executing steps
CompletedAll steps finished successfully
FailedOne or more steps encountered an error
CancelledExecution was stopped before completion

Click any execution in the list to see detailed step results, output values, and the variables that were passed between steps. This is useful for debugging failed workflows or verifying that data is flowing correctly.

Creating Workflows from Chat#

You can create workflows directly from the chat interface using slash commands, without opening the visual builder. This is the fastest way to set up simple automations.

CommandWhat it createsExample
/automateCron-triggered workflow/automate every day at 9am check inventory levels
/scheduleScheduled recurring task/schedule every Monday at 10am send weekly summary
/triggerEvent-triggered workflow/trigger when message received summarize and notify
/remindOne-shot timed reminder/remind in 2 hours check deployment status
/statusShows automation status/status (no arguments needed)

Natural language time parsing supports expressions like "every 30 minutes", "daily at 5pm", "weekdays at 8am", "every Monday at 10am", and "every morning". These are automatically converted to cron schedules. For more complex workflows with multiple steps, use the visual builder.

Best Practices#

Keep these in mind when building workflows:

  • Use solo variables for structured data — When a step outputs JSON (like an API response), use {{step_0_output}} as the entire field value (not mixed with other text). This passes the raw object instead of stringifying it.
  • Large outputs are automatically truncated — If a step produces very long output, results are safely truncated for the execution log. The full data is still passed to the next step.
  • Check Firecrawl format — The Firecrawl Scrape tool defaults to markdown format. Set this explicitly in the step configuration if you need a different output format.
  • Test manually first — Use Run Now to test your workflow before adding automated triggers. Check the execution detail view in the Executions tab to verify each step's output.

Troubleshooting

If a workflow fails, check the step results in the execution detail view. Common causes include the agent being offline, missing API credentials for skill-based tools, or network timeouts. See Troubleshooting for more help.