Automate a business process

At a glance

This tutorial walks you through creating an automated workflow that reacts to an event in your ontology, calls an AI agent to analyze the situation, and sends an email notification.

Modules used: Ontologie, Workflow Builder, Agent Studio, Email.

Estimated time: 20 minutes.

What you'll do

• Create a workflow triggered by an ontology event
• Add a condition to filter relevant events
• Call an AI agent to generate a summary
• Send an email notification with the summary
• Schedule the workflow for regular execution

Prerequisites

• A workspace with entities in the ontology
• At least one agent configured in Agent Studio
• The Workflow Builder module enabled

Step 1: Create the workflow

1. Go to Workflow Builder.
2. Click + New workflow.
3. Name it (e.g. Customer modification alert).
4. The canvas opens with a Start block.

Step 2: Add a trigger

1. Delete the default Start block.
2. Add an Event Trigger block from the palette.
3. Configure the trigger:
   • Event type: Entity modified
   • Filter: Entity type = Customer (optional, to react only to customer modifications)

The workflow will trigger automatically each time an entity of type Customer is modified.

Step 3: Add a condition

1. Add a Condition block after the trigger.
2. Configure the condition:
   • Variable: {{trigger.payload.changes}} contains status
   • Yes branch: continues the workflow
   • No branch: ends the workflow (no action)

This filters to only process modifications to the status field.

Step 4: Call the AI agent

1. On the Yes branch, add an AI Agent block.
2. Configure the block:
   • Agent: select your agent
   • Prompt: Summarize in 2 sentences the following modification: the entity "{{trigger.payload.name}}" had its status change from "{{trigger.payload.oldValue}}" to "{{trigger.payload.newValue}}". Indicate if any action is needed.
3. Name the output variable: agent_summary

Step 5: Send an email

1. Add a Send Email block after the AI Agent block.
2. Configure:
   • Recipient: manager@example.com
   • Subject: Customer modification: {{trigger.payload.name}}
   • Body: {{agent_summary}}

Step 6: Test

1. Click Test in the toolbar.
2. The Test mode runs the workflow in simulation.
3. Check the debug panel to verify each step.

If the test is successful, activate the workflow:

1. Click the Activate button in the top right.
2. The workflow is now operational — it will trigger on each matching modification.

Optional: Add a schedule

To complement the event trigger with regular execution:

1. Add a Schedule Trigger block in parallel.
2. Configure: Every day at 9:00 AM.
3. Add different logic on this branch (e.g. daily report).

For more details: Scheduling.

Expected outcome

Your workflow automatically reacts to entity modifications, has an AI agent analyze the situation, and notifies the responsible parties by email. The process is fully automated.

Going further

• Resilience and retry — Handle errors automatically
• Pipeline alerts — Get alerted on workflow failures
• Connect and analyze — Feed the ontology with external data

Need help?

Contact us: Support and contact.