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Workflows are saved automations that combine your people, apps, and common tasks. Run them from The Brief, The Assistant, or the Workflow Library.
Workflow library showing categories

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Running a Workflow

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From The Brief

Every card has an action button that runs a workflow:
Card with Prep for Meeting button
Click the button to run immediately, or use the dropdown for:
  • Comment & Run — Add extra context first
  • Remix — Customize the workflow before running

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From The Assistant

Type / followed by the workflow name: 
/meeting-prep

/weekly-planning

/company-deep-dive #Acme Corp
Or just describe what you want: 
Prep me for my next meeting

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From the Library

Open The Assistant, click the Workflows tab, and browse by category.
Browsing workflows by category

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Built-in Workflows

Orbit comes with 45+ workflows organized by category:

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Meeting Management

  • Meeting Prep — Research attendees and prepare talking points
  • Meeting Follow-up — Draft follow-up email and create tasks
  • One-on-One Prep — Prepare for 1:1 meetings
  • Team Meeting Prep — Prep for group meetings

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Daily Planning

  • Weekly Planning — Plan your upcoming week
  • End of Day Wrap-up — Close out the day
  • Focus Time — Block time for deep work

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Relationship Management

  • Birthday Wishes — Draft a birthday message
  • Check-in — Reach out to someone
  • Reconnect — Re-engage dormant relationships

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Research

  • Company Deep Dive — Research a company
  • Person Research — Background on someone you’re meeting

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Email Productivity

  • Email to Tasks — Extract action items from your inbox
  • Catch Up — Summarize what you missed

See all workflows

Browse the complete workflow library

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Creating Your Own

Don’t see what you need? Create a custom workflow.
1

Open the workflow creator

In The Assistant, click New Workflow or go to Workflows → Create.
Create workflow button
2

Write your prompt

Describe what you want in plain language. Use tokens like @person, #company, and {!app}.
Writing a workflow prompt
3

Test it

Click Try to run the workflow and see results.
Testing a workflow
4

Save it

Give it a name, description, and category. Click Save.
Saving a workflow

Workflow creation guide

Detailed instructions for building workflows

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Remixing Workflows

Want to modify an existing workflow? Click Remix to open it in the editor.
Remix option in dropdown
Make your changes and save as a new workflow.

Remixing workflows

How to customize existing workflows

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Workflow Tokens

Workflows use tokens to reference your data:
TokenWhat it doesExample
@Reference a person@Sarah Chen
#Reference a company#Acme Corp
{!}Use an app{!google-calendar}
/Call another workflow/person-research
&Reference a location&San Francisco
$Prompt for input$topic

Token reference

Complete guide to workflow tokens