Introducing Workflow Agents
Describe a task once and Kaivo builds an agent that runs it every day. Here is how Workflow Agents work and what teams are using them for.
Maya Okonkwo
4 min read
Most teams have a handful of tasks that eat an hour here and an hour there: the Monday metrics summary, the weekly churn check, the reply to the same customer question for the tenth time. Workflow Agents are built to take those off your plate.
How it works
You describe the task in plain English, for example: “Every Monday at 9am, summarise last week’s support tickets by theme and post it in #support.” Kaivo turns that into an agent with three steps: a trigger, the work, and where the result goes. You can review each step before it runs.
Built on your knowledge
Agents use the same connected sources as Kaivo search, and they respect the same permissions. An agent can only read what the person who created it is allowed to see.
What teams are building
Support: daily digests of new ticket themes and suggested replies.
Sales: a short brief on each account before every renewal call.
Engineering: weekly summaries of incidents and open pull requests.
Getting started
Workflow Agents are available today on the Pro and Scale plans. Open the Agents tab, describe your first task, and let it run.