IN THIS ARTICLE

This documentation provides a comprehensive, step-by-step guide to running workflows in HallianAI, covering everything from starting a new workflow and completing required inputs to managing and exporting workflow outputs. It also includes best practices, configuration tips, and instructions for organizing, rerunning, and verifying workflows to help both new and experienced users streamline their processes with HallianAI.

Contents

Introduction

Workflows in HallianAI automate complex, repeatable tasks—such as generating meeting summaries, extracting data, or producing decision recommendations—by guiding you through a series of structured steps. Running a workflow ensures consistency, saves time, and reduces errors by codifying expert processes. This guide will walk you through starting, completing, and managing your workflow history, even if you are new to HallianAI.

Step-by-Step Instructions

1. Access the Workflow Tab

• After logging in to HallianAI, locate the main navigation bar at the top of the screen.
• Click the Workflow tab (found next to the Assistant tab).

2. Start a New Workflow

• In the upper left corner of the Workflow page, click the New Workflow button.
• A new, blank workflow screen will appear.