Reading, Creating, Testing, and Running Workflows

The AI Agent can read, create, run and test workflows.

List your workflows

"Show me all my workflows"
"Which workflows are currently active?"
"Do I have any workflows that run on a CrowdStrike event?"

Inspect a workflow's steps

"What does the workflow called 'Isolate Risky Device' do?"
"Show me the steps in my Okta suspension workflow"

Check run history

"Did my 'Tag Stale Devices' workflow run successfully this week?"
"Show me recent failed workflow runs"
"What happened in the last run of my offboarding workflow — which step failed?"


Creating Workflows

Simple workflow (one trigger → one action)

"Create a workflow that tags a device as 'Needs Review' when it leaves my Active Servers query"
"When a user's department field changes, send me an email notification"
"Create a workflow that adds the tag 'New Device' when an asset joins my Recently Discovered query"

Advanced multi-node workflow (branches, delays, approvals)

"Create a workflow: when CrowdStrike raises an alert, send a Slack message to the security channel asking whether to isolate the device, wait 4 hours for a response, and if no one replies escalate by email"
"Build a workflow that emails a device's owner when it goes missing from our EDR coverage, waits 48 hours, then tags it as 'Unresolved' if it still hasn't checked in"


Running and Testing Workflows

Run a workflow now

"Run my 'Weekly Stale Device Tag' workflow now"
"Trigger the offboarding workflow immediately"

Activate or deactivate

"Pause the 'Alert on New Admin' workflow — we're in a maintenance window"
"Re-enable my CrowdStrike isolation workflow"

Test on one asset first (the safe way before a full run)

"Test-run the first step of my tagging workflow on one device before I run it for real"


Investigate Trigger Events

See what events are available as triggers

"What events can trigger a workflow in my environment?"
"Do I have a Jira webhook configured that could trigger a workflow?"
"What Okta events can I use as workflow triggers?"


Showing the Steps of a Workflow

The AI Agent can show you the details of a workflow.

Viewing a List of Workflows



What the AI Agent Cannot Do in Chat

CapabilityWhere to go instead
Edit a workflow's steps/graphWorkflow builder UI
Delete a workflowWorkflow builder UI
Duplicate a workflowWorkflow builder UI (disabled this session)
Define a new custom webhook eventWorkflow builder UI (disabled this session)

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