Create and Edit
You can build automated workflows by describing the process you want to achieve. The assistant handles the underlying complexity by generating the necessary steps and configurations.
Creating plans
To create a plan, simply ask Intric (either in your personal assistant or within a Space) to create a plan for a specific workflow. Once you describe the automation you need, Intric will immediately begin generating the sequence of steps and the required configuration automatically.
Step configuration
Each step includes hidden configurations that guide its execution.
Action types determine the primary purpose of a step:
| Action Type | Primary Purpose |
|---|---|
| write | Generating documents, reports, or content. |
| search | Finding and retrieving information. |
| analyze | Extracting insights from data. |
| synthesize | Combining results from multiple sources. |
| validate | Reviewing quality and correctness. |
Expected inputs specify the file types needed (e.g., Audio, PDF, CSV). If a step requires a file, you will be prompted to upload it before the plan begins.
Editing plans
You can modify your plans at any time to refine the workflow:
- Add or remove steps.
- Update specific step instructions.
- Change the schedule.
- Modify underlying configurations.
Note: When you save changes, the plan regenerates its configuration. Wait for the loading spinner to disappear before attempting to run the updated plan.