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Create workflows to automate tasks specific to how you work.
Workflow creation wizard

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Opening the Wizard

From The Assistant, click New Workflow or go to Workflows → Create.

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Step 1: Write Your Prompt

Describe what you want the workflow to do in plain language.
Writing a workflow prompt
Use tokens to reference your data: 
Before my meeting with @{attendees} at #{company}:

1. Look up each attendee in {!orbit-crm}
2. Find notes from past meetings in {!bear-notes}
3. Search for recent #{company} news
4. Create a prep document with talking points

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Token Reference

TokenWhat it does
@{attendees}Meeting attendees (filled automatically)
#{company}Company from context
{!app}Use a connected app
$topicAsk for user input

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Step 2: Auto-Improve

Click Auto-Improve to let Orbit enhance your prompt.
Auto-improve suggestions
Orbit suggests:
  • Clearer structure
  • Better use of apps
  • Edge case handling
  • Output formatting
Accept the suggestions or keep your original.

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Step 3: Test It

Click Try to run the workflow and see results.
Testing the workflow
Check that:
  • It uses the right apps
  • Output is useful
  • Formatting looks good
Make changes and test again if needed.

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Step 4: Save

Give your workflow:
Saving the workflow
  • Name — Short, descriptive name
  • Description — What it does
  • Category — Meeting Management, Research, etc.
Click Save to add it to your library.

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Example Workflows

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Pre-Sales Research

Before a sales call with @{prospect} at #{company}:

1. Use {!orbit-crm} to review our relationship
2. Use {!linkedin} to check their recent activity
3. Search for #{company} news and funding
4. Check {!salesforce} for deal history

Create a one-page brief with:
- Key talking points
- Potential objections
- Relevant case studies

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Weekly Check-In

At the end of each week:

1. Use {!google-calendar} to review this week's meetings
2. Find anyone I met but haven't followed up with
3. Identify relationships going stale

Create a list of people to reach out to next week.

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Travel Prep

For my trip to &{destination}:

1. Find all contacts based in &{destination}
2. Check who I haven't seen in person recently
3. Suggest coffee meetings I should schedule

Create a networking plan for the trip.

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Tips

Start simple Begin with a basic workflow, then add complexity. Use specific apps {!todoist} is better than “my task list.” Test with real data Use actual meetings and contacts when testing. Iterate Refine based on what works.