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Prerequisites

Before using workflows, ensure you have:
  • A PG:AI account with Agent access and Workflows enabled
  • Familiarity with the AI Assistant and Canvas (workflows build on both)

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Accessing Workflows

Workflows are accessed from the Workflows section in the PG:AI sidebar navigation. You’ll see:
  • Available workflows - pre-built and custom workflows ready to run
  • Workflow history - previous runs with status and output

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Running a Pre-Built Workflow

1

Select a workflow

Select a workflow from the available list.
2

Choose the target

Choose the target: a single account, a list of accounts, or a territory segment.
3

Configure parameters

Configure any parameters the workflow requires (e.g. meeting date, attendee names, specific topics).
4

Run

Click Run.
5

Monitor progress

Monitor progress in the workflow history. Output appears when the workflow completes.

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Common Pre-Built Workflows

  • Meeting prep - generates a meeting brief with strategic context, key contacts, and suggested discussion topics.
  • Account research - runs a comprehensive research pass across all Intelligence dimensions and produces a research report.
  • Territory review - scans accounts in a territory segment, flags changes, and produces a summary report.
  • Competitive analysis - generates a competitive comparison for a specific account or deal.

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Building a Custom Workflow

Custom workflows are assembled from steps. Each step is a discrete action:
Step TypeWhat It Does
LLM GenerationGenerate text using a prompt with account context
Tool CallInvoke a tool (web search, contact lookup, etc.)
ConditionalBranch based on a condition
ValidationCheck output against criteria
Workflow CallRun another workflow as a sub-step
Steps chain together to form a pipeline. Output from one step feeds as input to the next.
Context recipes provide reusable data-gathering configurations. A recipe defines which Intelligence data to pull and how to format it for the LLM.
Frameworks provide reusable workflow structures. A framework defines the step sequence; you customize the specific prompts and parameters.

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Running Workflows in Batch

Workflows can target multiple accounts. Select a territory segment or account list as the target, and the workflow runs independently for each account. Batch runs show per-account status and output in the workflow history.