Custom Workflows is most useful when it helps you make one real decision.
Keep the reason for the work attached while you move from a reviewed spec to delivery.
Try saying
“Turn this approved spec into the smallest set of tickets the team can ship.”
Start with the spec
Make the decision and acceptance criteria clear.
Shape the work
Split it into reviewable pieces.
Track the flow
See what is moving and what is blocked.
Custom Workflows
What this is for
Automate a dependable process without turning every run into a bespoke prompt.
When this helps
- Recurring PM work is repeated manually.
- Prompts produce inconsistent outputs.
- Automation is hard to review or hand over to another teammate.
How it works
A custom workflow chains tools, instructions, inputs, and output checks into a named process. It can be run manually or on a schedule, and the team can review the plan before trusting it with recurring work.
Before you start
- A repeatable job with a clear trigger.
- The source data and tools required.
- A definition of a good output and a human review point.
What you should see
- A saved, shareable workflow.
- Repeatable outputs with the same expected structure.
- A run history that can be inspected and improved.
Try it now
- Open Workflow Library and describe the recurring job in plain language.
- Review the proposed steps, tools, permissions, and output format.
- Save the workflow only after the human approval point is explicit.
- Run it manually once, inspect the result, then add a schedule if the output is trustworthy.
A real example
Every Monday, collect new Slack product signals, cluster them by theme, draft a one-page briefing, and send it to the PM Inbox. The workflow still pauses before anything becomes a roadmap commitment.
Your next move
Start with Build a custom intelligence workflow.
Ready to apply this?
Start with your own product and keep the first read grounded. You can create an account after you see the result.