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Starting from a Draft

A Workflow chains multiple steps into one automated process: extract data from a document, then route it based on a condition, then generate a report. Like a Canvas, every new Workflow starts as a Draft, private to you and outside any Project, so you can experiment before sharing it with your team. Use a Workflow when a single Canvas is not enough: when there are multiple stages, conditions, or different documents involved, and you can describe the steps in advance. If you can’t, see Agents.
Workflows are enabled per Workspace. If you don’t see the Workflow option on your Dashboard, contact your Tela team.

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Creating a Workflow

From your Dashboard, following the next steps will create your first Workflow:
  1. Click Workflow
  2. You are redirected straight to the new Draft, created as Untitled Workflow
  3. Click the title at the top of the page to rename it
You can also create a Workflow inside a Project’s page through the Create button, which skips the Draft step.

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Understanding the Workflow page

The Workflow page has the same Craft, Test and Usage experiences as a Canvas. In Craft, the left side is where you assemble the steps and the right side is where you define the Inputs and run the Workflow.
Workflow page with four steps in the Craft experience
A new Workflow starts empty, with the module picker already open. Each module is one step:
  • AI Module: write a prompt and structure its output, just like a Canvas
  • Existing Canvas and Existing Agent: reuse something you already built in your Workspace
  • Condition: define routes so the Workflow follows different paths depending on the data
  • Code Execution: run custom code on the data between steps
  • Split, Crop and Map: break documents or lists into pieces and process each one
  • Document Templater: generate a document from a .docx template (see How to build .docx templates)
Module picker
The modules available in the picker depend on what is enabled for your Workspace.

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Building your Workflow

  1. Pick your first module from the picker and configure it. New steps are created as Untitled Step, so give each one a name
  2. Hover the connector below a step and click + to add the next one. Steps run in the order you add them
  3. In the right-hand panel, click Add Variable to define the Inputs your Workflow receives, such as a file or a text
  4. Inside a step, type @ to reference an Input or the output of a previous step
Start with two steps and a single Input. Once that runs end to end, add Conditions and more modules.

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Running, testing and publishing

Fill in the Inputs and click Run. The result appears in the Preview tab, and Debug shows what each step produced. You can also select a single step and run only that step. The Test experience works like a Canvas: save inputs as test cases and run them all again after every change. When the Workflow is ready, click Publish. Publishing is only available once every step is complete. For a Draft, clicking Publish first asks you to Move to project, and the Workflow then becomes visible to your team. Once published, your team can use the Workflow through an App: turn on Deploy App in the publish dialog. You can also run it from your own systems by connecting it via the API, the same way as a Canvas, and follow each run step by step with the Workflow Run API.