Workflow AI Agents

• Generate entire workflows from natural language prompts
• Add, remove, and reorder automation skills
• Collaborate using the Supervity AI Coach
• Export or import workflows for reuse across teams

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Step-by-step: Creating a Workflow AI Agent

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1. Select the Agent Type

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2. Name and Describe the Agent

• Choose Create from scratch or Import from JSON
• Enter a meaningful name for your agent (e.g., “Customer Onboarding Flow”)
• Add a short description of the agent’s purpose

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3. Design Your Workflow

• You’ll see a simple Start → Automation Skill → End flow preloaded.
• Use the + Add Step button to insert additional steps (skills) into the process.
• You can configure each step by typing prompts (e.g., “Send welcome email to new user” or “Ask manager to approve document”).

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4. Chat with Supervity AI Coach

• Ask for help with automation logic
• Generate new steps via natural language
• Edit and test interactions in real time

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Workflow Agent Actions

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1. Email & Communication

1. Gmail
   • Send email using Gmail: Automate the sending of emails with customizable content, recipients, and attachments.
   • Read recent Email from Gmail: Retrieve the latest email from your Gmail inbox or specific folders to trigger next steps in a workflow.
2. Outlook (Microsoft)
   • Send email with Outlook: Automate personalized or bulk emails directly through your Outlook account.
   • When new email is received on Outlook: Trigger workflows based on incoming messages.
   • Read recent Emails from Outlook: Extract and use email data from your Outlook inbox.
3. Microsoft Teams
   • Send personal chat messages: Automatically send 1:1 messages to teammates via Microsoft Teams.
   • When a Teams meeting organized by me is done: Trigger workflows based on meeting completion.

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2. Calendars & Meetings

1. Google Calendar
   • Google Calendar Events: Create or fetch events, detect booked slots, and manage schedules via automation.
2. Outlook Calendar
   • Outlook Calendar Events: Schedule and manage Outlook meetings or appointments programmatically.

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3. Web Automation & Utilities

1. Web Automation: Automate web browsing interactions like form filling, clicks, or scraping.
2. Browsing: Perform browser-based tasks or navigation through automation.
3. Decision Pathways: Define conditional branches and control logic in workflows.
4. Tool Use (API calls): Call third-party APIs directly from the workflow.
5. Code Generation: Generate or convert code snippets using AI.
6. General: Perform operations like JSON manipulation, date-time parsing, string operations, or custom scripting.

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4. Supervity Native Tools

1. Agentic Document Processing: Extract structured data from uploaded documents.
2. Agent Use: Trigger any existing Supervity AI Agent with payload.
3. Generative AI: Use LLMs for generating or extracting custom text.
4. Supervity OCR (Invoice): Extract data fields from invoice documents.
5. Reasoning Agent (RAG): Query internal knowledge bases for complex reasoning.
6. Computer Use: Invoke Supervity RPA skills for desktop and local task automation.

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5. CRM & Sales Automation

1. HubSpot
   • Add Note to a Contact
   • Create, Read, Update, Delete: Deals, Contacts, Tickets, Tasks
   • Triggers: New Deal, Contact, or Company
2. Salesforce
   • Create, Read, Update, Delete: Leads, Contacts, Accounts, Opportunities, Tasks
3. Zoho
   • Zoho CRM: Retrieve CRM module data.
   • Zoho Books: Manage bills and vendor payments.

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6. Marketing & Social Media

1. LinkedIn
   • Create LinkedIn Post: Automate company or personal post creation.
2. Typeform
   • Create Workspace/Form
   • Perform operations on existing workspaces or forms

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7. Databases

1. Snowflake Database
2. PostgreSQL Database
3. MySQL Database
4. MongoDB Database

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8. Cloud Storage

1. Google Drive: Upload, download, delete files
2. OneDrive: Upload, download files
3. Dropbox: Full file operations
4. AWS S3 / Azure Blob Storage / Google Cloud Storage (GCS): Object-level file management for cloud infrastructure

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9. Documentation & Collaboration

1. Confluence
   • Create, Retrieve, Update, or Delete pages
2. PowerPoint
   • Perform PowerPoint-related operations like editing slides or generating presentations

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10. Spreadsheets & Excel

1. Google Sheets
   • Create Spreadsheet or Sheet
   • Update, Append, Clear, Delete operations
2. Excel
   • Perform Excel operations like cell updates, formula insertion, and file generation

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11. Developer & IT Tools

1. FTP/SFTP: Read, move, or delete files from secure file servers
2. Box: File operations in Box cloud storage
3. SharePoint: Upload, download, or delete documents from SharePoint
4. Linear: Manage teams, projects, and issues
5. Jira: Handle sprints and issue workflows within Jira projects