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[This article is prerelease documentation and is subject to change.]
Workflows are automated flows built in Copilot Studio's flow designer. They let your agent execute multi-step processes, such as approval flows, data transformations, and complex business logic. Use workflows for repeated, deterministic processes that your agent can run on demand.
Note
Features in this article are powered by the GitHub Copilot harness, which uses Copilot Credits for usage-based billing. Learn more about Copilot Credits in Overview of billing for agents powered by the GitHub Copilot harness.
Usage-based billing applies to using, building, testing, and evaluating agents. These actions might consume Copilot Credits.
Use this how-to when you want to add a workflow to an agent in the new experience. For an overview of tool types in the new experience, see Available tools for agents.
Prerequisites
- An agent created in the new experience. See Create an agent.
Add a new workflow from the Build tab
You can create a new workflow and add it as a tool.
In the components panel on the right, select the Tools button.
In the Add a tool dialog, select Add next to the search bar, and then select Workflow.
The workflow designer page appears so you can create a workflow. The workflow should include a When an agent calls the flow node and a Respond to the agent node. You can add other nodes to perform actions, retrieve data, or implement business logic.
When you're done creating your custom workflow, select the Save icon in the upper-right corner, and then select Publish.
Go back to your agent's Build tab to test the workflow. The workflow appears in the agent's Tools list on the Build tab. The workflow also appears on the list of workflows on the Workflows page and becomes available for other agents to use.
Learn more in Edit and manage your agent flow or workflow in the designer.
Test the workflow in the agent
After you add the workflow, test it before you publish the agent.
Select the Preview tab.
Ask the agent a question that you would expect to trigger the workflow.
Review the agent's response. Open the activity trace to verify which tool was invoked, what arguments were passed, and what the tool returned. See Use the activity trace to debug your agent.
If the agent doesn't invoke the workflow when you expect it to, refine the tool name, the tool description, or the agent's instructions. See Configure agent details and instructions.
Manage the workflow after adding it
To remove a workflow or turn one off temporarily, use the standard tool management flow. See Manage and delete tools in an agent.