Workflow
A workflow is a multi-step automation — tool calls, AI transforms, conditions, delays, and notifications wired together with branching logic and credit checkpoints.
In depth
Workflows compose 5 step types (tool_call, ai_transform, condition, delay, notification) into a directed graph with onSuccess/onFailure branches. They can be triggered manually, on a schedule, on an event, or via webhook, and run with a strict step cap, a max-runtime budget, and auto-disable after consecutive failures.
Author workflows from chat with the create_workflow tool, or from the workflows page. Run history is preserved per workflow.
Examples
- Daily research → summarize → email
- Form submitted → enrich → CRM upsert
Also known as
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Browse workflowsRelated terms
Skill
A skill is an installable extension that gives Theo a new behavior — a domain prompt, custom tools, allowed base tools, and an optional trigger (manual, event, schedule, or keyword).
Hook
A hook is an event-driven trigger that runs Theo automatically when something happens — a project is created, a share is accepted, a task goes overdue, a forum reply lands.
Heartbeat
Heartbeat is Theo’s background loop that periodically evaluates your installed scheduled skills and workflows — checking their schedule, your quiet hours, and credit availability before running.