A workflow is a set of steps. Intuidy runs them for you. Get data, transform it, ask AI about it, then act on it — on a schedule, from a webhook, from a form, or from your own app.
A workflow is a set of steps. Intuidy runs them for you. Get data, transform it, ask AI about it, then act on it — on a schedule, from a webhook, from a form, or from your own app.
In this walkthrough we build one from scratch: every Monday at 8:00 AM, Intuidy reads the week's support tickets, writes an insights summary, emails it to the support leads and refreshes a tile on the Support health dashboard. Then we run it, open the result, and check the record.
What you'll see:
• What a workflow is, in one picture — the four stages of the node library
• The Workflows index: status, trigger, last run, runs and tokens for everything your company runs
• A Schedule Trigger set to weekly, Monday, 8:00 AM — Intuidy writes the cron
• A Database Query in SQL over the last 7 days of tickets
• AI Summary: Overview vs Insights, the editable prompt, and the upstream columns it can see
• The Output stage of the library: Send Email and Dashboard Output, connected to the summary
• Run Preview: each node executing in turn, and the output preview of what left the workflow
• The digest in the team inbox — numbers, what changed, recommendations
• The same run refreshing the dashboard tile
• Run History: rows in, rows out, status and time per node, who ran it and when
• Switching the workflow to Active
Chapters
0:00 01 · What a workflow is
0:24 02 · Set up — open Workflows and start a new one
0:36 02 · Set up — name it, add the Schedule Trigger
0:51 02 · Set up — Database Query and AI Summary
1:14 02 · Set up — Send Email, Dashboard Output, Save
1:32 03 · Run
1:48 04 · Result — the email
2:01 04 · Result — the dashboard tile
2:11 05 · Proof — Run History, then Active
2:29 Get started
You build it one time. Intuidy runs it each week.
→ Learn more: https://intuidy.com/platform
→ Get started: https://intuidy.com
Intuidy — Sync Every System. Act on All of Them.
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