The workflow library as a planning tool

"Workflows" in the menu at the top opens the workflow library inside the course. Each design is a plan for a job a small business does every week: what the agent does, what a person checks, and the data it needs.

Find a design

1. Type a word in "Search the titles" if you know what you are after.
2. Choose a "Business type", such as Dental practices, or "Any business" for the general designs, or leave "All business types".
3. Choose a "Department", or leave "All departments".
4. Choose a "Job" if you want one kind of work.
5. Press "Show workflows".

The library shows 30 designs to a page; "Next page" and "Previous page" are under the cards. "Clear the filter" shows the whole library again.

Each card shows the difficulty ("Starter", "Intermediate" or "Advanced"), the jobs it serves and "Tools:" it uses. "Untested" means nobody has run that design end to end yet: it is a usable plan, not a finished recipe.

Use it to plan

• For your capstone. Pick a design close to a task from your own life or work. Use its steps and human checks as the skeleton of your agent, then make it run on sample data.
• For your internship. Before the scoping call, choose your business's type under "Business type" and find the designs that match your brief. Bring the human checks and the data list to the call: they are the questions the owner will need to answer.
• For safe data. Each design's "Data needed" section says how to get a safe sample. Never use real customer data or credentials for practice.

Read a design

Open a title to read the whole design. "Jobs" links to the library filtered to that job, and "For" to the library filtered to that business type. "Sources" lists the pages it draws on. "← Back to the library" returns to the list.

More elsewhere

"More workflows elsewhere" links to other libraries. They are further reading, not part of the course. Read them for ideas, and design the human checks yourself.