Workflows - Automate Multi-Step Tasks

What’s a Workflow?

A workflow runs multiple prompts in sequence, automatically. Each AI response feeds into the next prompt.

Instead of: Send prompt → Wait → Copy result → Paste into next prompt → Repeat

You get: Click play → Go get coffee → Come back to finished work

The Basics

Prompts Live in Folders

Look at the right sidebar. You’ll see folders containing prompts.

Folders = workflow containers
Prompts inside = the steps that run in order
Play button (▶) = runs the whole folder as a workflow

Running a Workflow

Find the folder you want to run
Click the ▶ play button next to the folder name
If any prompts have variables, fill them in
Click Submit
Watch it go

A counter shows progress: “2 / 5” means you’re on step 2 of 5.

Pause, Resume, Cancel

During execution:

Pause - Stops after current prompt finishes. Click Resume to continue.
Cancel - Stops immediately. No resuming after this.

Variables

Variables make prompts reusable.

Syntax

Two formats work:

${variable_name}
[variable_name]

Example

Write a sales email to ${company_name} about ${product}.
Focus on their pain point: ${pain_point}.

When you run this, DatBot asks you to fill in:

company_name
product
pain_point

Smart Variable Handling

Same variable name across multiple prompts? You only fill it in once. DatBot reuses it everywhere.

If you have 5 prompts all using ${client_name}, you enter it once. The form even shows “(used 5 times)” so you know.

Building Good Workflows

Folder Organization

📁 Blog Writing
   └── 1. Research topic
   └── 2. Create outline
   └── 3. Write draft
   └── 4. Edit for SEO

📁 Sales Outreach
   └── 1. Research prospect
   └── 2. Find pain points
   └── 3. Draft email
   └── 4. Create follow-up sequence

Order matters. Prompts run top to bottom.

Reordering Prompts

Drag and drop. Grab a prompt, move it where you want.

Moving Between Folders

Drag prompts from one folder to another.

Practical Workflow Ideas

Content Creation

Research topic and audience
Generate outline with key points
Write first draft
Optimize for SEO
Create social media snippets

Sales Prospecting

Analyze company from their website
Identify decision makers
Find relevant news/triggers
Write personalized outreach
Create follow-up sequence

Code Development

Break down requirements
Design architecture
Generate implementation
Write tests
Create documentation

Data Analysis

Summarize the dataset
Identify patterns
Generate visualizations
Write insights
Create recommendations

On Team and Business plans, you can share workflows.

Click the share icon (👥) on any folder header. It turns green with a checkmark when shared.

Your team sees it in their “Team” tab.

Using Shared Workflows

Click the Team tab in the prompts panel
Browse what’s available
Click any prompt to use it
Run workflows the same way

Shared prompts are read-only. You can use them, but can’t edit someone else’s work.

Unsharing

Click the share icon again. Gone from team view.

Execution Modes

Each prompt can have its own execution mode:

Mode	What It Does
Standard	Normal chat response
Deep Dive	100+ sources, 7-10 minutes, citations
Quick Report	20+ sources, ~5 minutes, faster research
Agent Mode	Web search + media tools + multi-step capability

Mix modes in a workflow. Maybe step 1 is Deep Dive research, steps 2-4 are Standard writing.

Tips

Start Small

Build a 2-3 step workflow first. Get it working, then expand.

Test Individual Prompts

Run each prompt alone before adding to a workflow. Catch issues early.

Use Descriptive Names

“Research Phase” beats “Prompt 1”. Future you will thank present you.

Save Good Variables

Consistent variable names across workflows = faster filling.

Watch Your Credits

Deep Dive and long workflows use more credits. Check the cost before running.

Troubleshooting

Issue	Fix
Workflow won’t start	Make sure you have an active chat open
Variables not filling	Check spelling, variables are case-sensitive
Stuck mid-workflow	Try pause then resume, or cancel and restart
Can’t edit shared prompts	You can’t. Contact the owner or make your own copy
Results seem wrong	Run prompts individually to find the problem step

Quick Reference

Action	How
Run workflow	Click ▶ on folder
Pause	Click Pause during run
Resume	Click Resume
Cancel	Click Cancel
Reorder prompts	Drag and drop
Share folder	Click share icon
Use team prompts	Switch to Team tab

That’s workflows. The real productivity boost comes when you stop doing the same multi-step task manually and let DatBot handle it.

Prerequisites