> ## 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.

# Workflows

> Automate repetitive tasks with one click

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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-library.png" alt="Workflow library showing categories" />
</Frame>

## Running a Workflow

### From The Brief

Every card has an action button that runs a workflow:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/brief-workflow-button.png" alt="Card with Prep for Meeting button" />
</Frame>

Click the button to run immediately, or use the dropdown for:

* **Comment & Run** — Add extra context first
* **Remix** — Customize the workflow before running

### 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
```

### From the Library

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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-browse.png" alt="Browsing workflows by category" />
</Frame>

## Built-in Workflows

Orbit comes with 45+ workflows organized by category:

### 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

### Daily Planning

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

### Relationship Management

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

### Research

* **Company Deep Dive** — Research a company
* **Person Research** — Background on someone you're meeting

### Email Productivity

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

<Card title="See all workflows" icon="book-open" href="/workflows/library/meeting-management">
  Browse the complete workflow library
</Card>

## Creating Your Own

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

<Steps>
  <Step title="Open the workflow creator">
    In The Assistant, click **New Workflow** or go to Workflows → Create.

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

  <Step title="Write your prompt">
    Describe what you want in plain language. Use tokens like `@person`, `#company`, and `{!app}`.

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

  <Step title="Test it">
    Click **Try** to run the workflow and see results.

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

  <Step title="Save it">
    Give it a name, description, and category. Click **Save**.

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

<Card title="Workflow creation guide" icon="wand-magic-sparkles" href="/workflows/creating-workflows">
  Detailed instructions for building workflows
</Card>

## Remixing Workflows

Want to modify an existing workflow? Click **Remix** to open it in the editor.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/workflow-remix.png" alt="Remix option in dropdown" />
</Frame>

Make your changes and save as a new workflow.

<Card title="Remixing workflows" icon="sliders" href="/workflows/remixing-workflows">
  How to customize existing workflows
</Card>

## Workflow Tokens

Workflows use tokens to reference your data:

| Token | What it does          | Example              |
| ----- | --------------------- | -------------------- |
| `@`   | 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`             |

<Card title="Token reference" icon="code" href="/workflows/workflow-tokens">
  Complete guide to workflow tokens
</Card>