WisebotAI
Workflows

Example workflows

Patterns you can recreate in the workflow editor—inputs, webhooks, schedules, and common step chains—with sample JSON for HTTP triggers.

Example workflows

These are patterns, not one-click templates: you add steps on the canvas, connect them left-to-right, and fill each step’s panel. For starter graphs and real-world scenarios (support, sales, schedules, webhooks), see Templates and real use cases. Use Workflows overview for step types, Triggering workflows for webhook POST details, and Wisebot CLI and HTTP API for the full wisebot tool (not only workflows).

How examples map to the editor

  • Input steps define field names (for example topic, emailBody). Those names become JSON keys in a webhook body or Run now form.
  • Output picks which upstream step’s result is the primary workflow result (what you see in run history).
  • Webhook runs use POST …/workflows/trigger?workflowId=… with your secret; see the trigger section in the editor.

1. Summarize text (manual or webhook)

Goal: Take a short message and produce a concise summary.

OrderStepNotes
1InputOne text field, e.g. rawText.
2LLMPrompt: “Summarize the following in three bullets…” and reference the input (per your UI—usually templating into the prompt).
3OutputPoint at the LLM step.

Sample webhook body

{ "rawText": "Long customer email pasted here…" }

2. Classify and branch with Transform + Log

Goal: Call an external classifier or LLM, then pull one field for monitoring.

OrderStepNotes
1Inpute.g. ticket (text).
2LLMAsk for strict JSON output—for example fields priority (low, med, or high) and reason (short text).
3TransformDot path into the parsed result if needed (e.g. priority if your runtime exposes it flat).
4LogOptional: log priority or reason for ops.
5OutputFinal structured result or the LLM step.

Use Transform whenever you need a single field from nested JSON returned by an upstream step.


3. HTTP callback after enrichment (notify another system)

Goal: Enrich with an LLM, then POST a payload to your CRM or internal API.

OrderStepNotes
1InputFields your webhook sends (leadId, notes, …).
2LLMDraft a short “summary for CRM” from notes.
3HTTPSPOST to your API path with Input placeholders in the URL (for example /leads/<leadId>/note using the placeholder syntax shown in the editor).
4OutputHTTPS response or LLM summary—your choice.

Ensure the target URL is HTTPS and allowed by your organization’s networking rules.


4. Knowledge-assisted answer (KB preflight → LLM)

Goal: Ground an answer in your knowledge base before the model writes the final text.

OrderStepNotes
1Inpute.g. question (text).
2KB preflightAttach the agent whose knowledge files you want; the step pulls relevant snippets.
3LLMPrompt: answer using only the provided context; cite gaps if missing.
4OutputLLM step.

This matches how agents use knowledge, but as a single scripted run with a stored result.


5. Scheduled digest (schedule + inputs with defaults)

Goal: Run on a timer (e.g. daily) to produce a short report.

OrderStepNotes
1InputOptional fields; for a pure schedule you can use fixed prompts in later steps.
2KB preflight or LLMe.g. “List top 3 open themes from yesterday’s…” if you pass context via inputs or static instructions.
3OutputFinal text.

Enable Scheduled runs in the workflow settings and pick an interval. Scheduled runs may use empty or default inputs depending on how you configured Input steps.


6. Agent tool on an existing conversation (support automation)

Goal: Run one tool the same way as in chat—e.g. search or escalate—for a real thread.

OrderStepNotes
1InputMust supply identifiers your deployment expects: typically thread / conversation id and session / contact context, plus tool arguments. Exact field names match what Agent tool expects in the editor.
2Agent toolChoose the tool (e.g. searchTool, escalateConversation).
3OutputTool result.

Important: These steps do not create conversations—they operate on threads that already exist and belong to your organization. Use this when an external system (or a prior chat step) already created the thread.


7. MCP: create a task in Notion or Slack

Goal: Use a connected MCP integration to perform an action in another product.

OrderStepNotes
1Inpute.g. title, description from the webhook.
2MCP toolPick the integration and tool name; pass JSON arguments (map from inputs or static JSON).
3OutputMCP response.

Connect the integration under Integrations first. If the tool fails, the run shows the same error details as elsewhere in the product.


8. Sandbox code (Python / Node / bash)

Goal: Run a small script with inputs and upstream context (when your workspace has Code enabled).

OrderStepNotes
1InputData the script needs.
2CodeChoose runtime; script receives inputs, trigger metadata, and payload as documented in the editor.
3OutputCode stdout/result mapping (per your step configuration).

If Code is unavailable, your administrator may need to enable sandbox execution for the deployment.

Background: E2B sandboxes for AI agents explains why ephemeral, isolated runtimes matter when models drive Code and tool steps—and how that relates to Workflows overview.