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Describe a workflow to IQ

Describe a routine your team does by hand, answer what IQ asks, and open its draft in the builder to review before saving.

Screenshots are retaken from IQ Entities on every release. Updated 14 October 2026.

A workflow runs a routine for you: when a director is appointed, every quarter, when a document is emailed in. The quickest way to build one is to say what your team does today, in your own words, and let IQ lay it out as steps. You review every step before anything is saved. Workflows must be switched on for your organisation before Workflows appears in the sidebar.

Describe the routine

  1. Open Workflows from the sidebar and choose New workflow.

  2. Under Describe it, and IQ drafts it, write what happens and what should be done, as you would brief a colleague: "When a new director is appointed, draft the board minute and ask the company secretary to sign it off." The suggestions beside Try: fill in an example to start from.

  3. Choose Draft with IQ.

Answer what IQ asks

  1. IQ says how it read your brief, lists anything it assumed, and lays out the steps as it drafts them.

  2. Where it could not settle something, it asks under IQ needs to know. Answer the questions you can, then choose Use the answers in the workflow. A question you leave blank keeps IQ's guess.

  3. If the draft is not right, tell IQ what to change in the box under it, such as "Ask the company secretary to approve it first". Each redraft replaces the last; the earlier one stays folded above it.

Review it in the builder

  1. When the draft reads right, choose Open in builder. Nothing is saved until you save it there.

  2. Check the Workflow name, then open each step and read what it will do.

  3. Choose Save, or Save & run to save it and start a run straight away.

Building it yourself

If you know the steps you want, choose Build it yourself beside the brief to open an empty builder, or start from one of the templates listed below it.

Tips from practice

  • Describe the routine, not the software: who is involved, what triggers it, what the result should be. IQ chooses the steps.
  • Keep the first version small. Draft the core of the routine, save it, and add the rest as changes afterwards.
  • Answer the questions about approval and about who is told. Those are the parts a guess most often gets wrong.
  • To ask someone outside the team for documents as part of a workflow, see Ask for information in a workflow.
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