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Automation and AI

Workflow Definitions

Visual, node-based recipes you build in GreenVee's workflow editor, then deploy to run.

A Workflow Definition is a visual recipe for combining steps: a graph of nodes (individual steps) connected by edges (the order they run in). It defines what happens, in what order, every single time it runs. Unlike an Agent (which figures things out on the fly), a Workflow Definition is deterministic — step A always leads to step B, which always leads to step C.

Field What it does
Name A label for this workflow (e.g. “New Supplier Onboarding”)
Description A note for your team — what this workflow is for
Status Whether the workflow is draft, active, or archived
Graph The nodes and connections you build in the workflow editor

Both Agents and Workflow Definitions can automate work. The difference is how they operate:

Agent Workflow Definition
Approach Reactive — given a task, it reasons and decides what to do Deterministic — always follows the same fixed steps
Best for Open-ended tasks, questions, triage, summarization Structured processes that must run the same way every time
Flexibility High — the Agent adapts Low (by design) — no deviation from the recipe
Example “Review this project update and flag any risks” “When a supplier is added: send welcome email → create onboarding task → notify account manager”

Use an Agent when the task requires judgment. Use a Workflow Definition when consistency and repeatability matter more than flexibility. The two aren’t exclusive: a workflow step can run an Agent, and an Agent can spawn a workflow-like subagent — see Workflow Nodes below.

Open a Workflow Definition to get the visual editor. Use the node panel to search or browse for a step, drop it on the canvas, then draw connections between steps to set the order. Each node has its own settings form — what to do, and where its inputs come from (earlier steps’ outputs, the trigger’s data, or a fixed value).

GreenVee ships 40+ node types you can combine, grouped into a few families:

Family What it covers Examples
Flow control The shape of the recipe itself The entry-point trigger, a conditional branch (if/else), a loop over a list, a pause that waits for a signal, a child sub-workflow, the final result
AI Steps that call a model or an Agent An LLM step (ask a model a question), running an Agent, producing structured output
Data Reading and writing GreenVee records Create / update / delete a record, list / get records
Skills & Tools Pulling in reusable capabilities mid-run Load an Agent Skill, load MCP Tools, call an MCP Tool
Subagents Delegating part of the work to an AI agent Spawn a subagent, wait for a subagent to finish
Files Working with files Create a file, read a file
Notifications Telling people what happened Send a notification

You don’t need to memorize the full list — the node panel lets you search by what you’re trying to do, and each node shows a short description of what it does.

Editing a Workflow Definition never affects anything already running — GreenVee always executes a separate, frozen Deployment, not your live edits. When you’re ready to ship your changes, click Deploy:

  1. GreenVee runs a validation check over the whole graph (things like: does every input resolve, is there exactly one trigger, are database steps allowed to touch what they reference). Errors block the deploy; warnings don’t.
  2. If it passes, GreenVee freezes a new, numbered Deployment (v1, v2, v3, …) from the current graph.
  3. The header badge shows whether the graph matches the latest deployment, or has undeployed changes waiting.

Once deployed, the workflow starts running for real whenever its Trigger fires — see How Automation Runs for the full picture.

If the workflow has a Manual trigger, you can start a run yourself with the Run button (only enabled once deployed). Every run — however it started — shows up live on the Workflow Executions page, where you can watch its progress step by step.

  • AI Glossary — plain-English definitions for Workflow Definition, Deployment, Trigger, and Execution
  • Workflow Triggers — the four ways a workflow can start
  • Workflow Executions — watching and reviewing runs
  • How Automation Runs — the define → deploy → trigger → run → observe overview
  • Agents — when to use an Agent instead of a Workflow Definition