RBAOS Workflow Automation Tutorial: Build Your First Automated Pipeline
This tutorial walks through building a complete automated workflow in RBAOS: from defining the trigger and steps to connecting external tools and deploying the pipeline into production.
What Is a Workflow in RBAOS
A workflow in RBAOS is a sequence of steps that runs automatically when triggered by an event. Each step can involve AI reasoning, code execution, tool connections, data transformation, or human approval. Workflows turn one-time tasks into repeatable processes that run without manual intervention.
Unlike simple automation tools that connect triggers to fixed actions, RBAOS workflows can include AI reasoning at any step. The AI can read input, decide what to do with it, generate content or code, and route the result appropriately, all as part of the automated pipeline.
Step 1: Define Your Trigger
Every RBAOS workflow starts with a trigger. Common triggers include a scheduled time (run every Monday at 9am), an event from a connected tool (a new email arrives, a new row is added to a spreadsheet, a code commit is made), or a manual trigger that you fire yourself when needed.
For this tutorial, we will build a workflow that triggers every morning and produces a daily briefing. The trigger is a scheduled time: 7:00am on weekdays.
Step 2: Add Your Steps
With the trigger defined, add the steps the workflow should execute. For the daily briefing workflow: Step 1 pulls the previous day's activity from your connected project management tool. Step 2 passes that data to an AI step that summarizes key updates and flags any items needing attention. Step 3 passes the summary to a formatting step that produces a clean HTML email. Step 4 sends the email to the designated recipients.
Each step is configured in the workflow builder by selecting the step type, connecting the appropriate tool or AI model, and defining the input and output parameters. The builder uses a visual interface that does not require coding knowledge.
Step 3: Test Before Deploying
Before deploying a workflow, use the RBAOS testing environment to run it with sample data. The testing view shows you the output of each step in sequence, which makes it easy to catch problems before they affect real operations. For the briefing workflow, test it with real project management data from a previous day to see whether the AI summary is accurate and useful.
Step 4: Deploy and Monitor
Once testing is successful, deploy the workflow. RBAOS will run it automatically on the defined schedule. The workflow dashboard shows you the run history, success rate, and any errors that occurred. You can modify or pause the workflow at any time from the dashboard.
For more complex workflows, read the agent chaining guide or explore the solutions page for industry-specific workflow examples.
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