Studio

Workflows

Workflows run a process on their own: a trigger starts them, steps do the work, and people approve where you ask them to. Learn the builder and triggers.

La documentación está en inglés y turco, como la interfaz de Harmona. Esta página se muestra en inglés.

A workflow is an automation that runs in the background. A trigger decides when it starts; steps then load data, ask AI, check conditions, act in your apps and wait for people. Use it for recurring jobs, such as turning support emails into tickets or summarizing new orders every morning. Workflows live in Studio > Workflows.

Create a workflow

Click Create Workflow, then choose Create with Harmona to describe it in chat, Start from scratch to begin with a single trigger step, or a template. See Agent Mode and Templates.

Consejo

Not sure how to lay out the steps? Describe the process to Create with Harmona: the trigger, where the data comes from and what should happen. It drafts the steps, and you can still change every one of them in the builder.

The builder

The builder has two views: Steps, where you build, and Runs, where you follow what happened. The toolbar holds:

Validate checks the workflow and lists any errors, with a link to each step.
Save shows the changes before you confirm. Changes to an active workflow take effect on its next run.
Activate appears while the workflow is inactive. It needs a valid workflow.
Run now starts a run immediately, even if the workflow is not active. It validates first.
Usage shows what the workflow costs. See Workflow runs.
Run participants and Settings.

Triggers

Every workflow starts with one trigger step. Under How does this workflow start? pick one of four:

Trigger	Runs when
Manual run	Someone clicks Run now.
Periodic schedule	At set times: Daily, Weekly, Monthly, or Advanced with a cron expression. You choose the time and timezone.
Recurring interval	Every set number of minutes, hours or days, starting from activation.
App event	A connected app reports an event, such as a new email, ticket, file or message.

Scheduled and recurring triggers can have an End date (optional). The schedule stops after that day.

App event triggers

Pick the App, the Account and the Event. Apps that offer events include Gmail, Outlook, Teams, Jira, HubSpot, Zoho Desk, Drive and SharePoint; connect them under Integrations first. The event is available to later steps as {{trigger.event}}.

Instant: the app pushes the event as it happens.
Polling: Harmona checks the account on a schedule you set with Check every.
Trigger status shows Listening once the workflow is active, how many events arrived, and when the last one came in.

Atención

Every polling check uses credits, even when nothing new has arrived. Pick the slowest Check every interval that still works for the process.

Workflow settings

Setting	What it does
Workflow name, Description	How the workflow appears in lists and the Inbox.
Integrations	Action steps can only use the integrations enabled here.
When a step fails	Stop the run, Skip and continue or Retry the step.
Business value per run	How many minutes one run would take a person. It feeds your organization's hours-saved numbers. Empty means 30 minutes.
Deactivate	Stops automatic runs. Runs already in progress are not cancelled.
Delete workflow	Removes the workflow with its runs and Inbox items, for good.

Atención

Deleting a workflow also deletes its run history and the Inbox items it sent, and cancels runs still waiting for an approval. To stop it for now, use Deactivate instead.

Run participants

Run participants are the people involved in runs. Their own accounts act in personal steps, they receive approval requests, and the workflow's runs and notifications land in their Inbox. Access to the workflow itself is managed with Share on the workflow card: Can view to see it, Can use to run it, Can manage to change it.

Actualizado 2026-09-24

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