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Create a Workflow

Learn how to create automated workflows using Noema AI's drag-and-drop workflow builder.

Overview​

Workflows in Noema AI allow you to automate complex business processes by connecting multiple steps, data sources, and AI capabilities in a visual, easy-to-use interface.

Prerequisites​

  • Active Noema AI account
  • Understanding of your automation requirements
  • Relevant data sources configured (if needed)

Steps to Create a Workflow​

1. Navigate to Workflows​

Go to the Workflows section from the main navigation menu.

2. Create New Workflow​

Click the "Create New Workflow" button to open the workflow builder.

3. Name Your Workflow​

Provide a descriptive name and optional description:

  • Name: E.g., "CV Formatting Pipeline"
  • Description: Brief explanation of the workflow's purpose

4. Design Your Workflow​

Use the drag-and-drop interface to build your workflow:

Add Trigger​

  • Choose how the workflow starts (manual, scheduled, event-based)
  • Configure trigger settings

Add Steps​

Drag components from the palette:

  • Data Input: Upload files, API calls, database queries
  • Processing: AI analysis, data transformation, validation
  • AI Actions: Use assistants, run models, extract information
  • Output: Save results, send notifications, update databases

Connect Components​

  • Draw connections between steps to define the flow
  • Configure conditions for branching logic
  • Set up error handling

5. Configure Each Step​

Click on each component to configure:

  • Input parameters
  • Processing options
  • Output format
  • Error handling

6. Test Your Workflow​

Before deploying:

  1. Click "Test Run"
  2. Provide sample data
  3. Review results
  4. Debug any issues

7. Save and Deploy​

Once tested:

  • Click "Save" to store the workflow
  • Click "Deploy" to make it active
  • Set up monitoring and alerts

Example: Simple CV Processing Workflow​

1. Trigger: File Upload (PDF/Word)
   ↓
2. Extract Text: AI Document Parser
   ↓
3. Structure Data: Extract name, contact, experience, skills
   ↓
4. Format: Apply standard template
   ↓
5. Output: Save formatted CV to database

Best Practices​

  • Start simple and add complexity gradually
  • Test with real data samples
  • Add error handling for robust automation
  • Document your workflow logic
  • Use clear naming conventions for steps

Next Steps​