Plans · 1 min read
Create and edit a plan
Describe a workflow and have the assistant build the steps, then refine them.
You build a plan by describing the workflow you want. Ask an assistant to build one for a task, and it generates the sequence of steps and their configuration for you, which you then refine.
Creating a plan
Section titled “Creating a plan”Ask Intric — in your personal assistant or within a Space — to create a plan for a specific workflow. Describe the automation you need, and Intric begins generating the steps and their configuration automatically.
Step configuration
Section titled “Step configuration”Each step carries configuration that guides how it executes.
Action types
Section titled “Action types”The action type describes a step’s primary purpose:
| Action type | Primary purpose |
|---|---|
| Write | Generating documents, reports, or other content. |
| Search | Finding and retrieving information. |
| Analyze | Extracting insights from data. |
| Synthesize | Combining results from multiple sources. |
| Validate | Reviewing quality and correctness. |
Expected inputs
Section titled “Expected inputs”A step can specify the file types it needs — audio, PDF, CSV, and so on. If a step requires a file, you’re prompted to upload it before the plan starts.
Editing a plan
Section titled “Editing a plan”Add or remove steps, change a step’s instructions, adjust the schedule, or modify the underlying configuration at any time. You can also rename a plan from its edit dialog, without affecting its steps, schedule, or history.
Why a plan may need to reconfigure
Section titled “Why a plan may need to reconfigure”Each step’s configuration is generated from its instructions. Changing what a step should do — not just its wording — can trigger Intric to regenerate that configuration. That’s why a save sometimes takes a moment to settle before the plan is ready to run again.