> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zenzap.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Workflow

> Automate recurring tasks with your Zenzap AI agent and run them on a schedule or on demand.

## **What Is a Workflow?**

A workflow is a task your AI agent performs automatically based on instructions you provide in plain language. You can schedule a workflow to run repeatedly or ask your agent to run it at any time, for example by saying, "Run it now."

Examples:

* "Every weekday at 9 AM, summarize yesterday's open assignments." (Scheduled)
* "Every Monday at 10 AM, pull all new leads from CRM created last week and post a summary with their status." (Scheduled, connected app)
* "Every 15 minutes, check Gmail for new emails from support@ and summarize them." (Scheduled, email)

## **On Mobile (iOS & Android)**

To create a workflow, choose the chat where you want it to run. This can be your direct chat with the agent or any group chat where the agent is a participant.

1. Open the chat with your agent where you want to create the workflow.
2. Write a message describing the task you want the agent to perform and how often it should run. For example: "Every weekday at 9 AM, summarize new support tickets."

![Set Up a Workflow screenshot 1](https://mintcdn.com/zenzap/ffr_YSwS6rq8izvP/images/knowledge-base/set-up-a-workflow/3cb55025-d6be-404e-ae9b-789d2a6e239c.png?fit=max\&auto=format\&n=ffr_YSwS6rq8izvP\&q=85\&s=16ee015c1a951ffc7ca5baf8449ed6e7)

3. Your agent confirms the instructions and schedule, then creates the workflow.
4. To test the workflow, ask the agent to run a test.

![Set Up a Workflow screenshot 2](https://mintcdn.com/zenzap/-FPvc9JF9JC7ycCB/images/knowledge-base/set-up-a-workflow/dca200a2-bf5a-40d5-a5fb-a47c33c7cfbb.png?fit=max\&auto=format\&n=-FPvc9JF9JC7ycCB\&q=85\&s=bd17ba65e5ba449c0a0d30d0682f886f)

**Note:**

* The agent uses your timezone to schedule workflow runs. It may ask you to confirm your timezone the first time you create a workflow.
* The agent posts the results of each workflow run directly in the chat.
* Workflows that create, update, or delete data in connected apps ask for your approval before making changes. Read-only actions run automatically.

**Tips:**

* Write clear, specific instructions so the agent knows exactly what to do on each run.
* Include the schedule in the same message as your instructions so the agent can create the workflow in a single step.
* Use specific time references in your instructions. For example, say "tickets closed yesterday" rather than "recent tickets."
* Tell the agent to use the chat history or its memory when running a workflow if you want it to consider information from previous conversations.
* Make sure any app the workflow needs is already connected to your agent before creating the workflow.
* Test a workflow after creating it to confirm it behaves as expected.
* Pause a workflow instead of deleting it if you might want to use it again later.
* Ask the agent whether your instructions are clear and whether it needs any additional information.

## **On Desktop (Windows, macOS, & Web App)**

To create a workflow, choose the chat where you want it to run. This can be your direct chat with the agent or any group chat where the agent is a participant.

1. Open the chat with your agent where you want to create the workflow.
2. Write a message describing the task you want the agent to perform and how often it should run. For example: "Every weekday at 9 AM, summarize new support tickets."

![Set Up a Workflow screenshot 3](https://mintcdn.com/zenzap/-FPvc9JF9JC7ycCB/images/knowledge-base/set-up-a-workflow/760ba8b6-b0b6-48f5-986b-1547c347e85f.png?fit=max\&auto=format\&n=-FPvc9JF9JC7ycCB\&q=85\&s=2e547a27161f4e1442729f923f8e3712)

3. Your agent confirms the instructions and schedule, then creates the workflow.
4. To test the workflow, ask the agent to run a test.

![Set Up a Workflow screenshot 4](https://mintcdn.com/zenzap/-FPvc9JF9JC7ycCB/images/knowledge-base/set-up-a-workflow/6810b608-e380-4211-85a7-69b459a4f640.png?fit=max\&auto=format\&n=-FPvc9JF9JC7ycCB\&q=85\&s=989184ce1a9821bf7508e4b3c64bab27)

**Note:**

* The agent uses your timezone to schedule workflow runs. It may ask you to confirm your timezone the first time you create a workflow.
* The agent posts the results of each workflow run directly in the chat.
* Workflows that create, update, or delete data in connected apps ask for your approval before making changes. Read-only actions run automatically.

**Tips:**

* Write clear, specific instructions so the agent knows exactly what to do on each run.
* Include the schedule in the same message as your instructions so the agent can create the workflow in a single step.
* Use specific time references in your instructions. For example, say "tickets closed yesterday" rather than "recent tickets."
* Tell the agent to use the chat history or its memory when running a workflow if you want it to consider information from previous conversations.
* Make sure any app the workflow needs is already connected to your agent before creating the workflow.
* Test a workflow after creating it to confirm it behaves as expected.
* Pause a workflow instead of deleting it if you might want to use it again later.
* Ask the agent whether your instructions are clear and whether it needs any additional information.


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