> ## Documentation Index
> Fetch the complete documentation index at: https://docs.askorbit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Workflows

> Build custom workflows for your work

Create workflows to automate tasks specific to how you work.

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  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-create-overview.png" alt="Workflow creation wizard" />
</Frame>

## 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.

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  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-create-prompt.png" alt="Writing a workflow prompt" />
</Frame>

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
```

### 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.

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  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-create-improve.png" alt="Auto-improve suggestions" />
</Frame>

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.

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  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-create-test.png" alt="Testing the workflow" />
</Frame>

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:

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  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-create-save.png" alt="Saving the workflow" />
</Frame>

* **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.