Workflows

Workflows are automated tasks where you describe what you want done in natural language, and Claude handles the execution. Think of them as personal automations powered by AI.

How Workflows Work

1. Describe the task — Write what you want done in plain language
2. Set a trigger — Run manually (on-demand) or on a schedule
3. Choose tools — Select which integrations the workflow can use
4. Set approval mode — Auto-run or require your approval first
5. Choose output — Where results should go

Triggers

Manual

Click a button to run the workflow whenever you want.

Scheduled

Set a cron schedule for automatic execution:

Tool Access

Configure which tools the workflow can use:

• Web search — Search the internet for information
• Dial8 tools — Access your tasks, notes, calendar, contacts, and more
• External MCP servers — Any connected third-party integrations

Approval Modes

Output Destinations

Choose where workflow results are delivered:

• Show in app — Display results in the Dial8 interface
• Send via email — Email the results to you
• Post to Slack — Send to a Slack channel
• Save as note — Create a Dial8 note with the results

Template Catalog

Get started quickly with pre-built workflow templates organized by category:

• Productivity — Daily check-ins, task summaries
• Research — Topic research, competitive analysis
• Communication — Email drafts, follow-up reminders
• Reporting — Status reports, weekly summaries

Execution Tracking

Each workflow run is logged with:

• Status (running, completed, failed, cancelled)
• Result content
• Tools used
• Tokens consumed
• Duration
• Any errors