> ## 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  -  Setup Guide

> How to access and configure AI workflows for automated account research

## Prerequisites

<Note>
  Before using workflows, ensure you have:

  * A PG:AI account with **Agent access** and **Workflows enabled**
  * Familiarity with the **Agent** and **Canvas** (workflows build on both)
</Note>

## 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

## Running a Pre-Built Workflow

<Steps>
  <Step title="Select a workflow">
    Select a workflow from the available list.
  </Step>

  <Step title="Choose the target">
    Choose the **target**: a single account, a list of accounts, or a territory segment.
  </Step>

  <Step title="Configure parameters">
    Configure any **parameters** the workflow requires (e.g. meeting date, attendee names, specific topics).
  </Step>

  <Step title="Run">
    Click **Run**.
  </Step>

  <Step title="Monitor progress">
    Monitor progress in the workflow history. Output appears when the workflow completes.
  </Step>
</Steps>

### 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.

## Building a Custom Workflow

Custom workflows are assembled from **steps**. Each step is a discrete action:

| Step Type          | What It Does                                      |
| ------------------ | ------------------------------------------------- |
| **LLM Generation** | Generate text using a prompt with account context |
| **Tool Call**      | Invoke a tool (web search, contact lookup, etc.)  |
| **Conditional**    | Branch based on a condition                       |
| **Validation**     | Check output against criteria                     |
| **Workflow Call**  | Run another workflow as a sub-step                |

Steps chain together to form a pipeline. Output from one step feeds as input to the next.

<Tip>
  **Context recipes** provide reusable data-gathering configurations. A recipe defines which Intelligence data to pull and how to format it for the LLM.
</Tip>

<Tip>
  **Frameworks** provide reusable workflow structures. A framework defines the step sequence; you customize the specific prompts and parameters.
</Tip>

## 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.