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

# Workflows

> Define what account intelligence gets generated for each new company

Workflows control what gets automatically generated when you add a company to PG:AI. They act as templates that ensure consistent account preparation across your team.

> [!NOTE]
>
> PG:AI includes a default "Platform Generated" workflow that provides a foundation for account onboarding. This serves as a starting point that you can modify or supplement with specialized workflows.

## Workflow Architecture

```mermaid theme={null}
---
config:
  flowchart:
    htmlLabels: false
  layout: dagre
---
flowchart TD
    W["Workflows"]
    AA["Automated Account Intelligence"]
    
    CT["Content Templates"]
    CG["Content Groups"]
    CI["Custom Insights"]
    IG["Custom Insights Groups"]
    ES["Engage Settings"]
    
    W --> AA
    
    CT --> CG
    CI --> IG
    
    CG --> W
    IG --> W
    ES --> W
    
    style W fill:#e1f5fe,stroke:#01579b,stroke-width:1px
    style AA fill:#f3e5f5,stroke:#4a148c,stroke-width:1px
    style CT fill:#e8f5e9,stroke:#2e7d32,stroke-width:1px
    style CG fill:#e8f5e9,stroke:#2e7d32,stroke-width:1px
    style CI fill:#fff3e0,stroke:#ef6c00,stroke-width:1px
    style IG fill:#fff3e0,stroke:#ef6c00,stroke-width:1px
    style ES fill:#fce4ec,stroke:#880e4f,stroke-width:1px
```

## How Workflows Work

A workflow combines three components:

* **[Content Groups](https://docs.getpg.ai/content-groups)** - Which personalized content gets created
* **[Custom Insights Groups](https://docs.getpg.ai/custom-insights-groups)** - Which research queries are run
* **[Engage Settings](https://docs.getpg.ai/engage-settings)** - Which value proposition framework is used

When you add a new company, PG:AI uses your selected workflow to automatically generate insights and content.

## Creating a Workflow

**1. Name your workflow**

Use descriptive names like "Enterprise FinServ" or "SMB Manufacturing"

**2. Select Content Groups**

Choose which content types to generate automatically

**3. Choose Insights Groups**

Pick which research queries to run for each account

**4. Pick Engage Settings**

Select your value proposition configuration

**5. Test**

Run on a known account to verify output quality

> [!WARNING]
>
> Start with 2-3 workflows maximum. You can always add more specialized workflows later as you identify specific patterns in your account types.

## When to Create Additional Workflows

Most companies only need one workflow. Create additional workflows if you want different intelligence for:

* Different industries (e.g., separate workflows for Financial Services vs Manufacturing)
* Different account types (e.g., Enterprise vs Mid-Market approaches)
* Different sales motions (e.g., New Logo vs Expansion plays)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.