Workflow Tools

Connect TinyWorkflow automations as tools. This lets your agent take REAL actions (create CRM records, send emails, update databases, trigger notifications), not just generate text.

How it works

1. Create a workflow with a Manual trigger (define input parameters)
2. Build the automation: the actions the agent should take
3. Connect it as an agent tool in the Capabilities tab
4. The agent calls it during conversations when appropriate

Setting up

Step 1: Create the workflow

Build a workflow with:

• Manual Trigger with defined inputs (e.g., email, subject, body)
• Action nodes that do the work (e.g., Send Email)
• Output that returns a result (e.g., { sent: true, messageId: "..." })

Step 2: Connect as tool

1. Agent Studio → Capabilities → Custom Tools → + Add tool
2. Select Workflow as source
3. Choose the workflow from the dropdown
4. Input parameters auto-populate from the workflow's Manual Trigger inputs
5. Write a clear description of WHEN to use this tool

Example tools

Send email tool

Workflow: Manual Trigger (to, subject, body) → Send Email → Return { sent: true }

Description: "Send an email on behalf of the user. Use when they explicitly ask to send a message or email. Requires: recipient email, subject, body."

Create CRM contact tool

Workflow: Manual Trigger (name, email, company) → Create HubSpot Contact → Return { id, url }

Description: "Add a new contact to the CRM. Use when the user says 'add contact', 'create a lead', or provides new contact information."

Look up customer tool

Workflow: Manual Trigger (email) → Find One Record (WHERE email) → Return { name, plan, status }

Description: "Look up an existing customer by email. Use when the user asks about a specific customer or their account status."