Skip to main content
Automate your business processes with disQo.ai Workflows. Streamline repetitive tasks, integrate with your tools, and boost productivity—all from a visual, no-code interface.

​
What are Workflows?

Workflows in disQo.ai let you automate multi-step processes by connecting triggers, actions, integrations, and knowledge base context. You can create workflows from scratch or use pre-built templates to get started quickly.

Workflow Templates

Explore ready-to-use templates for common business, QA, and engineering tasks.

Workflow Actions

See all available actions and integrations you can use in your workflows.

​
Getting Started: Creating a Workflow

1

Open the Workflows Page

Navigate to Workflows from the sidebar to view and manage your workflows.

Workflows Page UI

2

Create a New Workflow

Click Create new workflow to start. Choose to build from scratch or use a template.

Create workflow options (scratch or template) UI

3

Select a Template (Optional)

Browse and select from featured, business analysis, engineering, or QA templates.

Template selection UI

For a full list of templates and their details, see the Templates page.
4

Explore Templates

View all available templates, including those coming soon, in the Templates section.

Templates Overview in Canvas UI

5

Design Your Workflow

Use the visual workflow canvas to add triggers, actions, and integrations. You can also add context via knowledge base files — these provide background information, domain-specific terms, or process definitions that help AI agents interpret tasks more intelligently. Drag and drop to customise your automation.

Workflow Autoamtion Canvas UI

6

Add Actions

Choose from a variety of actions (e.g., get Jira tickets, analyse requirements, generate test cases) to automate your flow. Each action performs a specific AI-assisted task.

Add Action to Workflow UI

For a detailed explanation of each action and its configuration, visit the Actions page.
7

Edit Your Action

To get the best results from an agent (like Analyse Requirements), provide: Context – Refer to knowledge base files that contain background or supporting info. Task – Clearly describe what you want the agent to do, e.g., “Analyse the requirements in The User Story 1 from the attached file”.

Add Action to Workflow UI

Context defines what the agent knows. Task defines what the agent should do.

​
Next Steps

You’re ready to build your first workflow! For advanced tips and troubleshooting, see the detailed guides in each section.