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Create a Workflow from a Template

Creating a workflow from scratch can be complex, especially for first-time users. AI/Run CodeMie provides predefined templates that can perform various tasks out of the box, making it easy to get started quickly.

Steps to Create from Template​

  1. Navigate to the Workflows section in the main navigation.

  2. Select the Templates tab:

    Templates tab in Workflows page

  3. Browse available templates and click on a template card to view its details and configuration.

  4. Click the + button to create a workflow from the selected template.

  5. Configure the workflow settings:

Workflow Configuration​

FieldDescription
Project nameYour AI/Run CodeMie project (pre-populated by default)
Shared with ProjectEnable to allow teammates to view and use the workflow
NameUnique name for the workflow
DescriptionBrief description of the workflow's features and purpose
Icon URLURL to an icon image for the workflow avatar
Supervisor PromptGlobal context shared across all assistants; can include variables like date, time, etc.
  1. Click Create to save your workflow.

Customizing Your Workflow Template​

After creating a workflow from a template, you can customize it using the Visual Workflow Editor. The template provides a solid foundation, and you can modify it to match your specific needs.

Using the Visual Workflow Editor​

Create Workflow from Template - Visual Editor

The Visual Workflow Editor provides an intuitive drag-and-drop interface for customizing your template. You can add, remove, and configure workflow states visually without writing YAML code.

Learn More

For detailed information about the Visual Workflow Editor interface and features, see the Create Workflow guide.

Editing the Template​

To customize the template workflow:

  1. Add Nodes: Drag nodes from the left palette to the canvas

  2. Remove Nodes: Select a node and delete it

  3. Edit Nodes: Click any node to configure its properties:

    • Assistant selection
    • Task prompt
    • Output schema
    • Integration settings

  4. Connect Nodes: Drag from one node's output to another node's input

  5. Rearrange Layout: Drag nodes to reposition, or click Beautify for auto-layout

  6. Add Branching: Use Conditional or Switch nodes for decision logic

  7. Configure Loops: Use Iterator nodes to process collections

Switching Between Editor Modes​

You can switch between Visual Editor and YAML editing by clicking Yaml button in the top right corner

Best Practice

Start with the Visual Editor for initial design, then switch to YAML only if you need fine-grained control over advanced features like Jinja templating or complex conditional logic.

Saving Your Changes​

After customizing the template:

  1. Click Save to preserve your changes
  2. Or click Save and Run to immediately test the workflow
  3. Use Cancel to discard changes and return to the previous version
Assistant Configuration

Ensure that assistants have the necessary permissions for their tasks. For example, if a workflow includes a Jira integration, the assistant must have access permissions to your Jira instance.