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Workflows are repeatable pipelines that process your data, generate embeddings, and create agents. They run on a visual canvas where each step is an action applied to your data.

Two ways to build a workflow

You can let an agent build a workflow for you, or build one yourself on the canvas. Both produce the same kind of pipeline, and you can refine an agent-built workflow by hand at any time.

Built by an agent

As you work through a chat, the agent recognizes repeatable patterns and turns them into a persistent workflow — amortizing common operations to save processing and token cost. See Exploration & Workflows.

Built manually

Assemble a pipeline yourself with drag-and-drop actions on the canvas — no code required. The Builder Chat assistant can also generate steps from a plain-language description.

Create a Workflow

The steps below walk through building a workflow manually on the canvas. Get started by clicking on “Create Workflow”. Give it a name and description that best describe your pipeline.
Create Workflow dialog👆
Drag and drop data sources of interest onto the workflow canvas. If you do not have any data sources yet, learn how to add new data sources here.
Workflow with a data source on the canvas👆
Click on the ”+” button next to the data source node to view all available actions that can be taken on the data. Click on the “Apply Template” action to quickly set up your first pipeline.
Workflow actions menu👆
KnowledgeGraph RAG is a Corvic template that quickly sets up a pipeline to extract information from data using Knowledge Graphs and RAG. Click on Add to continue applying the template. You should now see the pipeline on the canvas—give it a moment to fully load. Once it’s ready, simply click Run. The pipeline will generate meaningful embeddings from your data within a few seconds, which can then be used by an agent to chat with your content.
Workflow execution on the canvas

Actions

Actions are user-defined operations that run on data sources to extract meaningful information into tables. They can also be used to generate embeddings. Most action outputs take the form of tables (tabular data), which can then be saved as assets—either Corvic Tables or Spaces.
We are showing a few example features here. For all available actions, see the Action Reference.

Multi-modal Knowledge Extraction

Use this action to analyze unstructured data and automatically generate three tabular outputs containing textual, structural, and image-related information from data sources. This action can only be applied to “Unstructured Type” data sources. Learn more about Multi-modal Knowledge Extraction.
Multi-modal Knowledge Extraction action for unstructured data

Extract Tables

Use this action to analyze structured data and automatically generate tabular outputs for each distinct schema found in the source. This action can only be applied to “Structured Type” data sources. After applying the action, click Run on the canvas to view the results. Learn more about Extract Tables.
Extract Tables action for structured data

Graph Builder

The Graph Builder action allows users to construct relational graphs from multiple Corvic Table (CT) assets. It can only be applied to Corvic Tables and supports selecting two or more CT inputs at a time. Users can modify the schemas of the selected inputs and dynamically visualize how the graph forms based on the relationships between their tables. At least one input CT must contain a foreign key relationship to another selected CT in order to use this action. The Graph Builder is typically a prerequisite for the Relational Embedding in the Embed action. Learn more about Graph Builder.
Graph Builder action configuration

Embed

The Embed action is used to generate embeddings from data and can only be applied to Corvic Table (CT) assets. It supports creating embeddings of various types, including Semantic, Relational, Image, and Tabular. The input for this action is a Corvic Table asset, and the output is a Space asset, which can then be used for downstream analysis or powering agent responses. Learn more about Embed.
Embed action configuration

Create Agent

The Create Agent action is used to build an agent powered by space embeddings from your data sources. This action can only be applied to Space assets. Provide a descriptive name for your agent that reflects its functionality, and select a completion model to get started.
Create Agent action

Playbooks

Automate recurring, multi-step work that reads from your workflows.

Exploration & Workflows

How agents build workflows for you automatically.

Builder Chat

The in-canvas assistant that builds workflows for you.

Action Reference

Every action available on the canvas.

Data Sources

Learn about uploading and managing data sources.