Workflows

Workflows are saved prompts that you can trigger with a /slash-command in the Intelligence chat. Instead of typing the same detailed instruction every time, save it once as a workflow and run it with a single command.

How workflows work

1. You type / in the chat input
2. An autocomplete menu appears with your available workflows
3. Select a workflow (or keep typing to filter the list)
4. The saved prompt is sent to Intelligence and runs immediately

Workflows run in whichever mode you currently have selected — Chat or Autopilot. If a workflow needs to take actions (like creating an invoice), make sure you’re in Autopilot mode before running it.

System workflows

Rebased includes a set of built-in system workflows that cover common tasks. These are available to all users and cannot be edited or deleted.

System workflows are designed as starting points. If you need something more specific, create a custom workflow.

Custom workflows

You can create your own workflows tailored to how you run your business. Custom workflows are managed in Intelligence Settings > Workflows.

Workflows you create are personal by default — only you can see and use them. If you want to make a workflow available to the rest of your team, toggle Share with team when creating or editing it.

Creating a workflow

Option 1 — from Settings:

1. Go to Settings > Intelligence > Workflows
2. Click New Workflow
3. Fill in the details:
   • Name — a short, descriptive label (e.g. “Monthly reconciliation”)
   • Slug — the /command you’ll type in chat (auto-generated from the name, but you can edit it)
   • Prompt template — the full instruction that gets sent to Intelligence when you run the workflow
4. Optionally, toggle Share with team to make the workflow available to other users in your business
5. Click Save

Option 2 — ask the agent (Autopilot mode):

In Autopilot mode, you can ask Intelligence to create a workflow for you. For example:

“Create a workflow called Weekly Overdue Report that lists all overdue invoices and summarises the total by client”

The agent will create the workflow and give you the /slash-command to run it. You can also ask it to set up a schedule at the same time — see Scheduled Workflows for details.

Writing a good prompt template

The prompt template is the instruction Intelligence receives when you trigger the workflow. Write it as if you were typing a message in the chat.

Tips:

• Be specific about what you want done
• Mention the mode if it matters (e.g. “In Autopilot mode, create…”)
• Include any constraints or preferences (e.g. “Use 14-day payment terms”)
• You can reference business context — Intelligence will fill in the details at runtime

Example prompt template:

Review all invoices that are overdue by more than 30 days. For each one, draft a polite payment reminder email. Show me the list before sending anything.

Editing and deleting workflows

From Intelligence Settings > Workflows, click on any custom workflow to edit its name, slug, or prompt. You can also delete workflows you no longer need.

Using workflows in chat

When you type / in the Intelligence chat input, you’ll see all available workflows — both system and custom. The list filters as you type.

Select a workflow and it runs immediately. The prompt template is sent as your message, and Intelligence responds just as it would to any other instruction.

If the workflow requires actions (creating documents, sending emails, navigating), make sure you’re in Autopilot mode. In Chat mode, the agent will answer questions and provide information but won’t make changes.

Scheduling workflows

Workflows can also run automatically on a schedule, without you being logged in. This is useful for recurring tasks like weekly summaries or monthly reconciliation checks.

See Scheduled Workflows for details on setting up automated runs.

Related pages

• Intelligence Overview
• Scheduled Workflows
• AI Credits