# Workflows

> Plain steps the crew runs every time, with a trigger, taught by showing Cruma once.

Source: https://docs.cruma.ai/guides/workflows/

A workflow is a short list of plain steps in your Library, each done by a crew member, with one trigger that starts it: "Brief me before a check-in," run an hour before every client meeting. You rarely write one from scratch. Cruma notices when the same work is done again and offers to save it.

<Shot src="/shots/workflow-page.webp" alt="The workflow Brief me before a check-in: three steps (read everything since the last check-in, list what changed, send it to the account lead), with Steps and Runs tabs" caption="Anything that leaves the company stops and asks first. A run is saved to the chat or record it was for." glass />

## Teach a workflow

Choose **Teach a workflow** from the **New** menu, the Library, or a crew member's page. There are three ways in:

- **From a chat**: Cruma turns what it just did into steps. After it helps with something that repeats, it asks in the chat, like "Do this every time a spec list has open items?", with **Save as workflow**.
- **Describe it**: say how you do it, in your own words.
- **From an example**: point at a past record, file or email, and Cruma works out the steps.

Cruma also offers one when it notices a pattern: "You've chased an engineer for missing specs 3 times this month, the same way each time."

It asks you one question, such as who checks an email before it goes out:

- **Me, every time**: always asks first
- **Me, the first few times**: then it sends on its own
- **It sends straight away**

## Review it

Cruma shows the draft: "Change anything, then try it on a real job before it's on."

- **Workflow name**
- **When it runs**: when Cruma notices it on its own, when an email arrives, on a schedule like "Every Monday at 8:00", or only when you start it
- **Steps**: each in plain words, with who does it and **Ask me first**. A step can use an earlier step's result, like "From Step 1, list what changed."

## Try it, then turn it on

Under **Try it first**, run it on a real piece of work. Nothing is sent during a try. When it looks right, choose **Turn it on**, and it joins the Library.

Any step that sends something outside your company asks first by default, and its first runs always ask.

## Runs

A workflow's **Runs** tab lists each run, newest first: the work it was for, what started it, the result, and whether it's running, waiting for you, stopped or finished. **Run workflow** starts one by hand.

If a run goes wrong, it stops and says where, and Cruma offers a fix to the workflow for you to accept or dismiss.