Add Agent Step

Last Updated: May 19, 2026

Use the Agent Step to embed AI processing into a workflow. You can configure the step to accept data from prior workflow steps, apply natural language instructions, and return structured outputs for downstream steps to consume.

Requirements

Review the Agent Step Requirements before configuring this feature.

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 the copy. If you have not started the published workflow before, 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. In the modal select Unpublish.

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

Add Agent Step

  1. In the Vasion Automate console, select Workflow, then Business Process.
  2. Select the draft workflow to open it, or select the More icon to the right of the desired workflow and select the Edit option.
  3. Workflow in draft status with options menu open.
  4. Select the Agent option from the left-side Advanced Steps section.
  5. Drag the Agent option to the desired location and connect it to the workflow path.
  6. In the Agent step modal:
    1. Automation Name: Provide 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 the data field from below to insert.
      3. Agent "Instructions" modal, with instructions added.
  7. Select the Done button.
  8. Add any additional modals needed after the Agent step.
  9. Save or Publish the draft when finished.

"Agent Step" modal showing the different options and fields.

Currently, to view agent outputs, the only option is an email step after the agent step, with the output variable included in the email. To configure this see, Email Step.

Next Steps