Creating Workflows

Create workflows to automate tasks specific to how you work.

Opening the Wizard

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

Step 1: Write Your Prompt

Describe what you want the workflow to do in plain language.

Use tokens to reference your data:

Before my meeting with @{attendees} at #{company}:

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

Token Reference

Token	What it does
`@{attendees}`	Meeting attendees (filled automatically)
`#{company}`	Company from context
`{!app}`	Use a connected app
`$topic`	Ask for user input

Step 2: Auto-Improve

Click Auto-Improve to let Orbit enhance your prompt.

Orbit suggests:

Clearer structure
Better use of apps
Edge case handling
Output formatting

Accept the suggestions or keep your original.

Step 3: Test It

Click Try to run the workflow and see results.

Check that:

It uses the right apps
Output is useful
Formatting looks good

Make changes and test again if needed.

Step 4: Save

Give your workflow:

Name — Short, descriptive name
Description — What it does
Category — Meeting Management, Research, etc.

Click Save to add it to your library.

Example Workflows

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

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.

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.

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.

​Opening the Wizard

​Step 1: Write Your Prompt

​Token Reference

​Step 2: Auto-Improve

​Step 3: Test It

​Step 4: Save

​Example Workflows

​Pre-Sales Research

​Weekly Check-In

​Travel Prep

​Tips