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Workflows execute a sequence of actions that can be triggered or scheduled to run on a regular basis. It’s a great way to automate repetitive tasks that always need to happen regardless of an incoming ticket’s context (i.e ticket triage, dispatching tickets to technicians, etc.)
Not sure whether your use case belongs in a workflow or an agent? See Workflows vs Agents.

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Building Your First Workflow

Watch the following 1-min video to get started with setting up your first workflow with Neo Agent:
To get an email on a day a workflow uses far more credits than usual, switch on Daily Credit Alert on the Review & Launch step. A daily credit alert for one agent explains how Neo sets its cap.

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Best Practices

Start simple

Setup a workflow with a single action (i.e Ticket Triage) so you can see how Neo works in your environment

Review the workflow's decisions

Monitor workflow decisions closely when first deployed to ensure quality on the Executions page.

Iterate based on feedback

Refine the workflow’s filters and actions so it’s aligned with what you want it to do.