> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gp.scale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use Workflows

> Overview of Durable Agentic Workflow Orchestrator on SGP

Workflows is a no/low code durable workflow orchestration platform. It allows technical and non-technical teams to build, automate, and evaluate AI-driven data pipelines by chaining together data sources, transformations, custom Python scripts, and agent responses into a unified production workflow.

<img src="https://mintcdn.com/scalegp/ioUVe8ByVLFhFpgF/images/compass/compass-workflow-overview.png?fit=max&auto=format&n=ioUVe8ByVLFhFpgF&q=85&s=5ec786758cf47664f726f69cc435d669" alt="Workflows Overview Pn" width="1228" height="204" data-path="images/compass/compass-workflow-overview.png" />

### Getting started

You can access it on SGP (Scale GenAI Platform) through the **Workflows** tab. If you don't see the tab on your SGP, please contact us. To start a workflow you must either import data or connect to a data source. Data sources available vary based on the connections set in the SGP instance you are running Workflows on. You can set up new `Data Sources` under the `Assets` tab.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/compass-starter-page.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=fd2d11aaaed7f4c1fa09f023ec5b988c" alt="Workflows Starter Page Pn" width="3316" height="1610" data-path="images/compass/compass-starter-page.png" />

We have provided starter templates that you can `Duplicate` or take inspiration from that are based on the most common workflows engineers run on Workflows. Just press the copy button on the top right to duplicate a workflow.

### Workflows cards

The basic building block in Workflows is called a **card**. Cards can produce data, transform data, or perform actions on data. When you start a new Workflows session, you can add cards to build your workflow.

Each card has its own interface appropriate for its function. Think of it like a form that you have to fill out to tell the card what you want it to do.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/basicspython.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=47415f65442a0467fe7b25524edcee21" alt="Basicspython Pn" width="3236" height="1590" data-path="images/compass/basicspython.png" />

For example, the Python card appropriately has a code editor for you to write the code to transform the data you have imported in a previous step. The card includes all the necessary libraries to transform data.

<img src="https://mintcdn.com/scalegp/tj6Jl-ypYZg4E3Hm/images/compass/plotpython.png?fit=max&auto=format&n=tj6Jl-ypYZg4E3Hm&q=85&s=fd7e6b06e8afacf3509d70104e4370d5" alt="Plottingpython Pn" width="3334" height="1890" data-path="images/compass/plotpython.png" />

Additionally, the Python card also supports `print` and `matplotlib.pyplot` statements for quick EDA or debugging. If you include those statements, the output will show up in the `Logs` tab and `Visualization` tab respectively, beside the usual `Data` tab.

Cards stack upon each other, allowing you to perform rich transformations or analyses over the previous card’s data. As an example, we can take a CSV that has different LLM completions against a prompt and have an LLM judge it against ground truth for evals.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/basicsllm.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=53ddaed19f5278548a7aa84790629b91" alt="Basicsllm Pn" width="3550" height="1732" data-path="images/compass/basicsllm.png" />

Workflows sessions are long-lived, so you can run cards that take extended periods of time (for example, model evaluations using reasoning LLMs on thousands of rows) without losing your work. You can save cards while iterating, then run them later when you're ready. Each session has a `unique URL identifier` that gives you persistent access to your session.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/linkshare.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=4d5595892c101f7faabdbe6d1d2a0fd7" alt="Linkshare Pn" width="3392" height="464" data-path="images/compass/linkshare.png" />

Finally, once you are done with a workflow, you can export the final output dataframe as an `Evaluation` that you can always access and monitor later. This is helpful in the cases you are running the evaluation on your agent traces periodically. You can also save it as an SGP `Dataset` that can be downloaded and shared as a CSV.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/compass-export-evals.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=549a06e0bc3ae87d8fbdadf04f2c88a0" alt="Export Evals Pn" width="3312" height="1480" data-path="images/compass/compass-export-evals.png" />

In the event that you need data from another workflow in the current one, you can use the `Join Workflow` card to bring the output of another workflow (dataframe) and join it with the output here. Attached image is from an example workflow where we had to bring the mock PII from another workflow to perform an evaluation on whether our agent was correctly implementing PII anonymization.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/compass-joins.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=ded7bec0af816c4d8d2a93c86036f45d" alt="Joins Pn" width="2330" height="1108" data-path="images/compass/compass-joins.png" />

### Key features & associated cards

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/compass-more-cards.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=5ac1a4c14c51abec236d484f9d52210a" alt="Cards More Pn" width="1782" height="226" data-path="images/compass/compass-more-cards.png" />

Workflows offers a variety of cards for pulling, transforming, and performing actions on data. Additional cards will be added based on enterprise use case requirements. Some of the ways cards can be used are:

* **Importing data**: Read data from sources like agent `Traces` tab, a `CSV` upload, or queryable sources like `Postgres`, `Snowflake`, `Mongo`, or `MS SQL` directly.
* **Document understanding**: Connect to cloud storage (Amazon S3, Azure Blob, Google Cloud Storage), parse unstructured documents using `Dex` card, automatically create Dex projects, extract structured data, and push parsed data to Knowledge Base. See the [Guide to Document Parsing with Dex in Workflows](/docs/capabilities/workflows/dex-parsing-in-workflows) for details.
* **Transforming data**: Transform your data using custom `Python` code or simple cards like `select columns`, `filter` or `aggregate`. You can also use `Join Data` to join the output from another workflow into this workflow's output (dataframe).
* **Call LLM or Agent**: Generate output and traces against input from each row of your dataset via cards like `Call LLM` or `Call Agent`. Workflows allows you to call your `Agentex` agents on SGP.
* **Analyze data**: Evaluate your outputs using `LLM as Judge` card and access the evaluation anytime in the SGP `Evaluations` tab.
* **Visualize data**: Generate basic visualizations from your transformed dataset using the `Python` or `Chart` card. For advanced capabilities, export the data as an `Evaluation` and `Dashboard`, and open in the `Dashboards` tab.
* **Export the data**: Export the data as `CSV` or as a `Dataset` on SGP. This dataset can be referred to in the Evaluations tab anytime.
* **Automate & monitor**: `Schedule` the workflow to run hourly or daily. Monitor runs and get notified via Slack. Slack notification feature needs to be enabled for each enterprise.

Most cards are available in **SGP > Workflows > New Workflow**. Workflows instances deployed in customer VPCs may have a limited set of available cards based on customer requirements. You can chat with the Workflows team to activate or disable certain cards depending on your customer's needs.

### Schedule & monitor workflows

If you have a sequence of cards that you want to run repeatedly, you can save them to easily load and re-run later. You can `Share` the workflow via URL. You can add other editors for collaboration. By default, everyone who has access to that SGP instance account `can read` all the workflows, and only the creator of the workflow has editor access.

<img src="https://mintcdn.com/scalegp/tj6Jl-ypYZg4E3Hm/images/compass/saveworkflow.png?fit=max&auto=format&n=tj6Jl-ypYZg4E3Hm&q=85&s=95bdda23ddd558362ac52c4675f0de8d" alt="Saveworkflow Pn" width="2294" height="1022" data-path="images/compass/saveworkflow.png" />

A powerful feature of Workflows is the ability to execute them on a schedule. You can click on the calendar icon beside the title and toggle the **Set a Schedule** option and configure your desired schedule. Scheduled workflows allow you to automate repetitive tasks.

<img src="https://mintcdn.com/scalegp/tj6Jl-ypYZg4E3Hm/images/compass/scheduleworkflow.png?fit=max&auto=format&n=tj6Jl-ypYZg4E3Hm&q=85&s=61db5e3830dbb7a521ba06777150181d" alt="Scheduleworkflow Pn" width="2326" height="1178" data-path="images/compass/scheduleworkflow.png" />

From the side menu, you can view `Execution logs` anytime to monitor past runs. You can also check `Workflow history` to understand how the workflow changed across versions, the `diffs`, and the author responsible for each version.

<img src="https://mintcdn.com/scalegp/tAM0OCM-XdRmgv0q/images/compass/compass-exec-logs.png?fit=max&auto=format&n=tAM0OCM-XdRmgv0q&q=85&s=2326dd380c73f9ae246ba031f5b134cb" alt="Exec Logs Pn" width="2194" height="792" data-path="images/compass/compass-exec-logs.png" />

### What's coming next in H1 2026

Here are core features planned on our roadmap.

* **\[Launched] More data source support**: Currently, Workflows supports connection to queryable data sources. We just launched data connectors for cloud file storages like Amazon S3, Azure Blob, and Google Cloud Storage.
* **\[Launched] Document parsing & extraction on Workflows**: Utilize our `Dex` and `Iris` capabilities inside Workflows to `parse` unstructured data across Docs or PDFs into structured data and `extract` the information you need for your workflows.
* **UX & UI improvements**: Make quality of life improvements to solve common pain points faced by users like improved error handling, messages for required missing inputs, improved navigation bars, etc.
* **More integrations with Agentex and AgentOps API and SDK**: Currently, Workflows has integrations with our Evals SDK and the Dex SDK as separate cards. We want to extend the functionalities to cover the majority of SGP's SDKs.

<Note>Creating a custom Workflows card to support your specific enterprise use case on their VPC is also straightforward. If your organization has functionality requirements, please contact us.</Note>
