Let Keel build it for you
Describe a workflow in your own words, and Keel drafts the steps for you to check.
In Embed, what you can do depends on the switches your provider turned on.
You need
- Keel awake
- An owner or admin adds an Anthropic or OpenAI key in Settings › Organization › Keel. Until then Keel says Keel is asleep. See Set up Keel.
- An editor’s role
- To apply what Keel drafts. A viewer can still ask.
1.Describe the workflow
- In the sidebar, open Keel. Or press Ask Keel in Workflows.
- Say what should happen, and when. For example:
When someone fills in my form, add them to my Google Sheet. - Press Enter.
You should see What Keel is doing, such as Searching the app catalog, then its answer as a card.
2.Check the card
The card names the new workflow and lists its trigger and each step, in order. It also says what Keel tested.
If a step needs a connection, the card says so, with Add connection. Add it now, or later in the builder.
What if it isn’t what I meant?
Say what to change, such as Send an email too. Keel drafts a new card. Discard drops the one you don’t want.
3.Apply it
Press Apply. The workflow is saved as a draft: nothing runs yet.
You should see Created as a draft. Press Open the workflow to see it in the builder.
4.Test it
Ask Keel to test it, and press Run test on its card. Or press Test in the workflow’s top bar.
A test does real work: if the workflow sends an email, the email goes out.
You should see Worked on each card. If one shows Failed, tell Keel what you see, or select the card to read why.
5.Publish
Press Publish in the top bar. Or ask Keel, and press Publish on its card: the card says what goes live, such as first publish.
You should see the state next to the workflow’s name reads Live.
Let Keel do more
Under Keel’s field, choose how much it does on its own: from Ask, where every change is a card you apply, to Full. Your organization’s limit, set by owners and admins, and your role set the most it may do. See What Keel can do.
Next
- What Keel can doCommands, cards and levels · 4 min
- Fix failing workflows with Keel/fix, and the proposal card · 3 min
- Test, publish and go back to a versionVersions and Unpublish · 5 min
Checked against 12d85b3b