Workflow People|Docs
Log in

Your First Workflow

You're going to build a bank summary report in about 3 minutes. Here's all you need to know:

  1. Give it data — paste CSV into the chat
  2. Tell it what to do — one sentence describing the report you want
  3. Run it — the AI builds and runs the workflow

That's it. Let's go.

Step 1: Load your data

Copy this and paste it into the chat:

load this as 'bank_data' to my user data

date,description,amount,type
2025-03-01,Deposit - Client Payment Acme Corp,8500.00,credit
2025-03-03,Amazon Web Services,249.99,debit
2025-03-05,Square Payroll,6200.00,debit
2025-03-08,Deposit - Client Payment Birch LLC,3200.00,credit
2025-03-12,Office Rent March,2400.00,debit
2025-03-15,Square Payroll,6200.00,debit
2025-03-18,Deposit - Client Payment Cedar Inc,5750.00,credit
2025-03-20,Insurance Premium,420.00,debit
2025-03-25,Software Subscriptions,335.38,debit
2025-03-28,Transfer to Savings,2000.00,debit
2025-03-31,Bank Service Charge,12.00,debit

Hit send. The AI saves this as user data.

Clear the chat (click the Clear button at the top).

Step 2: Tell it what to build

Copy this and paste it into the chat:

Make a workflow called "Bank Summary". Read my bank_data and make an HTML report showing total credits, total debits, and net cash flow, with a table of all transactions.

Hit send. The AI shows you a plan — review it and click Approve.

Step 3: Run it

Go to your Workflows list and click Run on "Bank Summary".

The workflow reads your bank data and produces a summary report you can view or download.

Step 4: Save and share

  • Click Export .wfp to save everything to a file
  • Send the .wfp file to anyone — they open it and get the same workflow with your data
  • Next month, paste in a fresh bank statement and run the same workflow again

What just happened

You pasted data and wrote one sentence. The AI built a reusable workflow. No code, no formulas, no templates.

Data + instruction = reusable workflow. That's what Workflow People does.

Try adding more data

Clear the chat, then paste a second data set:

load this as 'open_invoices' to my user data

invoice_id,client,amount,due_date,status
INV-1001,Acme Corp,4200.00,2025-04-10,unpaid
INV-1002,Birch LLC,6800.00,2025-04-15,unpaid
INV-1003,Cedar Inc,3100.00,2025-04-22,unpaid
INV-1004,Delta Group,9500.00,2025-05-01,unpaid

Clear the chat again, then try:

Make a workflow called "Cash Forecast". Use bank_data and open_invoices to project my cash position for the next 30 days.

Same pattern: data + instruction = workflow. Each time you add more data, you can build richer workflows.

More ideas

  • "Categorize my bank transactions by expense type"
  • "Flag any invoice past due and calculate late fees at 1.5%"
  • "Make a monthly spending breakdown with a chart"