Create an agentic workflow for automating web tasks

Create an agentic workflow in AI Agent Studio so that AI agents can coordinate to automate web tasks that are dynamic in nature.

Before you begin

Set your application scope to Now Assist AI web agent.

Role required: sn_aia.admin

About this task

Agentic workflows automate processes with agentic AI. In AI Agent Studio, you must define an agentic workflow and connect it with an AI agent to execute web tasks. These goals can involve variable data or other factors that traditional automation can struggle with.

An AI agent named Web Automation Agent and agentic workflow named Web Automation are provided by default when you install AI Desktop Actions. You can create a different agentic workflow referencing this AI agent or AI agent that you created so that your users can find and use the agentic workflow in the Now Assist panel.

Verify that the enhanced chat is available in the Now Assist panel. The Web view pane is available only when enhanced chat is enabled. For more information, see Enhanced chat.

For more information, see Create an AI agent and Create an agentic workflow.

Procedure

1. Navigate to All > AI Agent Studio > Create and manage.
2. Select the Agentic workflows tab.

   

3. Select New to open a guided setup.
   
4. On the Define key requirements page, fill in the fields.

   Field	Description
   Workflow Name	Enter a descriptive name for the workflow. You can specify the name in the Now Assist panel.
   Workflow description	Enter a clear and precise description of the goal of the workflow (for use by the LLM).
   List of steps	Enter a numbered list of steps to achieve your goal (for use by the LLM).
   Add AI agents that can perform these steps	Open the modal by selecting Add AI agent. From the AI Agent drop-down list, search and select Web Automation Agent or the AI agent that you created.
   Ask Now Assist to suggest AI agents	Leave this field blank.
   Unsupported model providers	Leave this field blank.

5. Optional: Select Generate details in the same page, to open a modal where Now Assist can help compose instructions for the LLM, based on the text that you enter.

   

6. Select Save and continue to move to the next step.
7. On the Define user access page, in the User access field, select which users can access the agentic workflow.
   • Users with specified roles
   • Authenticated users
   • Public

   If you select the Users with specific roles option, the form opens a Role field containing a list of available roles.

8. Select Save and continue to move to the next step.
   Saving and moving onto the next step triggers the creation of an ACL for your agentic workflow.
9. On the Define data access page, in the User identity type field, select Dynamic user to determine what data agentic workflow has access to.
10. In the Approved roles field, select the required roles to restrict the data that this agentic workflow can access when it runs.
11. Select Save and continue to move to the next step.
12. On the Add triggers page, specify a trigger.
13. Select Save and continue to move to the next step.
14. On the Select channels and status page, enable the Display toggle on the Engage via the Now Assist panel card.

    

15. Select Save and test.
    You're directed to the Testing tab of AI Agent Studio. For more information, see Test an AI agent or agentic workflow for adaptive desktop actions.

Result

The agentic workflow you have created is available in the Now Assist panel to the users you have designated. For more information, see Trigger an AI agent to execute adaptive path desktop actions.