Workflow Builder Agent
Saves ~2 hr
Details
Design, build, test, and publish custom automation workflows on AgentPMT. Walk through the complete workflow creation process from idea to published skill: define what you want to automate, discover available tools from a catalog of 170+, design multi-step DAG graphs with tool nodes, prompt nodes, branching, loops, and human notifications, then test and iterate until the workflow runs correctly. Uses the AgentPMT Workflow Creator tool directly for tool discovery, workflow creation, verification, and publishing. Covers workflow architecture, node types, edge connections, industry tagging, versioning, and publishing. Ideal for no-code automation, business process automation, task chaining, AI agent orchestration, and building reusable skill chains.
Tools In This Workflow
Step 1 of 10
Prompt1
Understand Automation Request
Goal: Understand what the user wants to automate and gather enough detail to design a workflow | Inputs: The user's description of what they want to automate | Outputs: A clear problem statement including: what repetitive task is being automated, what inputs the user provides, what the expected output is, which external services or data sources are involved, and where human judgment is required vs where automation can handle it | Constraints: Ask clarifying questions if the user's request is vague. Identify the key services involved (email, CRM, spreadsheets, OCR, etc.) so you know what tools to search for. Do not start building until you have a clear picture of the full pipeline. Confirm your understanding with the user before proceeding. | Success criteria: The user has confirmed the automation scope and you have a clear list of capabilities needed for each step
Tool2
Load Workflow Builder Reference
Load the full workflow creation reference guide including node types, edge structure, validation rules, design principles, and examples. Internalize this before designing any workflow. Key concepts to retain: workflows are DAGs with tool, prompt, for_each, and notify_human nodes connected by edges. Tool nodes need real product_id values from fetch_tools. Prompt nodes should use structured mode with goal/inputs/outputs/constraints. Graph must be acyclic with unique node IDs.
Tool3
Search Tool Catalog
Search the AgentPMT tool catalog for every capability the workflow needs. Search multiple times with different keywords to cover all aspects. For example, if the user wants to 'process receipts and log expenses', search for 'OCR document extraction', 'file storage upload', 'Google Sheets spreadsheet', etc. Record each tool's _id (use as product_id) and name (use as product_name). If no tool exists for a step, that step becomes a prompt node for AI reasoning or a notify_human node for manual input.
Workflow Steps
- 1Understand Automation Request
- 2Load Workflow Builder Reference
- 3Search Tool Catalog
- 4Select Tools and Plan Architecture
- 5Design Workflow Graph
- 6Create Workflow
- 7Verify Created Workflow
- 8Review and Fix Issues
- 9Publish Workflow
- 10Deliver Final Summary