Add Agent Step

Last Updated: June 12, 2026

Use the Agent step to embed AI processing into a workflow. You can configure the step to accept data from previous workflow steps, apply natural language instructions, and return structured outputs for use in later steps.

This feature is in beta. Capabilities, configuration, and availability might change as development continues. Contact your Vasion representative with feedback to help shape this feature.

Requirements

Review these Requirements before you start.

Edit a Workflow

You cannot edit a workflow that has the Published status.

  • If you started the published workflow previously, you must make a copy and edit it.
  • If you have not started the published workflow previously, you can unpublish the workflow to edit it.

Do the following to unpublish a workflow:

  1. In Vasion Automate select Workflow from the left-side navigation.
  2. Select Business Process.

  3. Select the More menu More menu. to the right of the workflow.

    Workflow: Business Process page showing published workflow and expanded More menu.

  4. Select Unpublish.
  5. Select Unpublish in the modal.

The status changes to Draft, and you can now edit the workflow.

Add an Agent Step

Follow these steps:

  1. In Vasion Automate select Workflow and then Business Process.

  2. Select the draft workflow to open it, or select the More menu More menu. to the right of the workflow and select Edit.

    Workflow: Business Process page showing draft workflow and expanded More menu.

  3. From the Advanced Steps section, drag the Agent step onto the canvas.
  4. Drag the previous step connector dot to the connector dot on the new step.

  5. On the Agent Step, complete the following:

    1. Agent Name: Enter a unique name for the agent step.
    2. Instructions: Enter the natural language prompt that defines what the agent should do with the input data.
      1. To add dynamic information from previous steps, select a data field below the instructions field.
      3. Workflow builder showing Instructions modal.
  6. Select Done.
  7. Add additional workflow steps.

Workflow builder showing Agent Step.

To view agent outputs, you must configure an Email step after the Agent step and include the output variable in the email. For more details refer to Email Step.

Next Steps

Refer to the following: