Create and edit workflows
This article explains the workflow feature of Autify Genesis. With workflows, you can combine AI agents to automate QA work.
Reviewing and managing the workflow list
The workflow list shows each workflow's name, description, labels, run count, and last run status with timestamp. When you open a workspace, the Workflows tab opens first.
From the row of each workflow, you can run the following actions.
Run
Run the workflow
Duplicate
Copy an existing workflow to create a new one
Archive
Hide a workflow you no longer need from the list
Archiving a workflow does not delete it, and its run history is preserved.
Preset workflows (templates) cannot be archived. To customize a preset, Duplicate it first.
When a workspace has no workflows yet, the list screen shows a template gallery plus a Start from scratch card. The gallery includes starter templates for common tasks such as bug triage, exploratory charters, regression planning, defect analysis, release notes, and test plans.
Searching workflows
Type a keyword into the search bar at the top of the list to filter workflows by name, description, and more. You can also use Labels to narrow the list to workflows that share the same label.
Creating a workflow
You can create a workflow from scratch, import one from a YAML file or a .genesisworkflow bundle, or start from a template.
Creating a new workflow
In the top-right corner of the workflow list, click New workflow.
Choose how to create the workflow.
Start from scratch
Create an empty workflow and build it by adding blocks
Import
Import a workflow definition from a YAML file or a .genesisworkflow bundle
Start from a template
Duplicate an existing template to create a new workflow
If you type what you want to build into the prompt field of the creation dialog, the text is automatically inserted into AI Builder in the newly opened workflow, and the AI starts building the workflow from an empty canvas. Blank workflows also start with a default name, so you can save immediately and rename them later.
When workflow creation actions are available in chat, you can start the same creation flow from chat instead of opening the workflow list first. After you choose the action, Genesis opens the new workflow so you can continue naming, configuring, and editing it in the usual editor.
Importing from a file
Click New workflow.
Click Import.
Select a
.yaml,.yml, or.genesisworkflowfile. You can also drag and drop a file to load it.
If you import a .genesisworkflow bundle, referenced files used in the workflow are transferred together with the workflow definition.
Editing a workflow
Click a workflow name to open the editor. The editor consists of a header, a central canvas, and the AI Builder side panel on the right. Block settings open in floating panels from the canvas, so you can edit a selected block without leaving the canvas.
Changing workflow details
Click the edit icon next to the workflow name in the header to open the Workflow details dialog.
Name
Display name of the workflow
Description
Description text for the workflow
Icon
Icon shown in the list
Labels
Labels used to organize and search for workflows. You can add more than one label.
Operating the canvas
From the toolbar at the bottom of the canvas, you can run the following actions.
Add
Open the block selection panel
Preview
Preview-run the entire workflow
Zoom out
Zoom out the canvas
Zoom in
Zoom in the canvas
Center canvas
Adjust the view so all blocks fit on screen
Undo
Undo the last action
Redo
Redo an undone action
Using AI Builder
In AI Builder on the right, describe in natural language what you want to create or change, and the AI builds or edits the workflow automatically.
If you enter a prompt while one or more blocks are selected, the AI scopes its changes to those blocks.
Adding blocks
You build a workflow by connecting blocks. Click Add on the canvas to open the block selection panel.
The available block types are as follows.
AI Agent
Generates text or structured outputs with an LLM. You can also add a use-case-specific AI agent from AI agent templates.
Conditional
Branches execution based on a condition
Workflow Call
Runs another workflow as a step
For details on configuring the AI Agent block, see AI Agent block.
Outputs from upstream blocks you connect are passed to the AI Agent block automatically as context. To reference user inputs or explicitly defined inputs, use {{variable_name}}.
To insert a block in the middle of a workflow, click Add at the point where you want to insert it.
To edit a block's settings, select the block and click Block settings from the node or the current selection. The settings panel opens over the canvas.
Configuring a Conditional block
Name
Display name of the block
Description
Description text for the block
Condition mode
Select AI (evaluated by an LLM) or Expression (evaluated by a JQ expression)
Condition prompt
In AI mode, write the condition that the AI evaluates as true or false
Condition model
Select the AI model used by the Conditional block to evaluate true or false
Thinking effort
For supported reasoning models, adjust how much internal reasoning the Conditional block uses in AI mode
JQ expression
In Expression mode, enter a JQ expression that evaluates to true or false against the inputs
Then block
The block to run when the condition is true
Else block
The block to run when the condition is false (optional)
Max loop iterations
When a branch target is an upstream block, set the maximum number of repetitions before switching to the alternate branch
In a Conditional block, in AI mode, outputs from connected upstream blocks are passed automatically as context. In Expression mode, you can reference the output as .input when there is one upstream block, or as variables such as .review_result derived from each upstream block's ID when there are multiple. If a block ID contains - or ., those characters are replaced with _.
If the selected model supports it, you can adjust Thinking effort to trade off response speed and depth of reasoning. Leave it on Default to use the model's recommended setting.
About JQ expressions
A JQ expression is a way to extract values from a block's output (JSON data) or to evaluate conditions. The leading . means "of this data," and the field name that follows points to a specific value.
.status == "completed"
Checks whether the value of the status field equals "completed"
.count > 0
Checks whether the value of the count field is greater than 0
`.items
length > 0`
.result != null
Checks whether the result field is not empty
A JQ expression used in Expression mode must return either true or false.
Configuring a Workflow Call block
Select the Workflow Call block and configure the following in the Details tab of the block settings panel.
Name
Display name of the block
Description
Description text for the block
Workflow
Select the workflow to run as a child workflow
If the workflow selected as the child workflow is archived or deleted, this block shows a validation error. Select a different workflow to fix the error.
Configuring user inputs
User inputs are dynamic values that the user can change at run time.
In the header, click User inputs.
Click Add user input to add an input item.
Set the type (Text, Number, or File) for each input item.
You can reference an added user input from prompts using the {{variable_name}} format.
Operating on blocks
Right-click a block on the canvas to run the following actions. You can also operate on multiple selected blocks at once.
Right-clicking a block selects that block before the menu opens. The menu header shows the selected block name, or the number of selected blocks when multiple blocks are selected. Right-click the empty canvas to clear the current selection and open a menu with canvas actions such as Paste.
Copy
Copy the selected blocks to the clipboard
Cut
Cut the selected blocks
Paste
Paste the copied or cut blocks onto the canvas
Delete
Delete the selected blocks
New Workflow
Split the selected blocks into a new workflow
A workflow must contain at least one block. You cannot cut the last remaining block.
Saving a workflow
Click Save in the header to save your changes. If there are unsaved changes, a dialog appears when you leave the screen, asking whether to save.
You can save even when there are validation errors. However, you cannot run the workflow until all errors are fixed.
Exporting a workflow
To download the workflow as a .genesisworkflow bundle, in the top-right of the editor, click More actions, then click Export. If the prompt references files, the bundle includes those referenced files together with the workflow definition.
Configuring workflow triggers
Workflow triggers let you start a workflow automatically from external systems (the API), a recurring schedule, or GitHub events (push, pull request, and so on), without manually clicking the run button.
For details, see Configure triggers in "Run a Workflow."
Review feature
When you enable Review required in the block settings panel, the workflow pauses after that block finishes and waits for human review. The reviewer can choose one of the following actions.
Review required is available on AI Agent blocks.
Approve
Pass the output to the next block as is and resume the workflow
Approve with changes
Edit the output, then pass it to the next block and resume the workflow
Reject
Stop the workflow
A run that is waiting for review stays paused until it is approved or rejected.
Troubleshooting
Validation errors
Cannot run a workflow
Unresolved validation errors remain
Click the error count shown in the header to review the details, then fix the issues
"Circular dependency detected"
A block is connected so that it depends on itself
Review the block connections and remove the cycle
"Depends on a non-existent block"
The referenced block was deleted
Reconfigure the input reference
"The Then and Else of the Conditional block are the same"
The same block is set as both Then and Else
Specify different blocks
"Select a child workflow"
No workflow is set for the Workflow Call block
Select a workflow in the block settings panel
"The selected child workflow is no longer available"
The configured workflow was archived or deleted
Select another workflow
Model errors
"The selected model is unavailable"
The selected model is not provided by any enabled provider
Select a different model
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