Creating and Managing Workflows
Last updated October 31, 2023
Workflows are the orchestrators of processes, automating and streamlining operations to enhance efficiency and productivity. In the Vellum platform, workflows facilitate the coordination of multiple steps and integrations, enabling a seamless flow of data and actions. This article outlines the steps to create and manage workflows within the Vellum platform, ensuring a well-organized and efficient operational setup for your LLM applications.
Creating and Managing Workflows in Vellum:
- Step 1: Accessing the Workflows Section
- Log in to your Vellum account and navigate to the 'Workflows' tab on the dashboard.
- Step 2: Creating a New Workflow
- Click on the 'Create New Workflow' button to initiate the workflow creation process.
- Provide a name and description for the workflow to aid in identification and management.
- Step 3: Defining Workflow Steps
- Add steps to your workflow by defining the actions, conditions, and transitions that constitute the workflow logic.
- Utilize the drag-and-drop interface to organize and connect the workflow steps.
- Step 4: Configuring Step Settings
- Configure the settings for each step, such as input parameters, action types, and conditions for transition.
- Step 5: Integrating with External Systems
- If your workflow involves external systems, configure the necessary integrations and authentication settings.
- Step 6: Testing Your Workflow
- Use the 'Test Workflow' feature to execute your workflow in a controlled environment, ensuring it operates as expected.
- Step 7: Saving and Activating Your Workflow
- Once satisfied with the workflow setup, click on the 'Save' button to save your workflow.
- Activate your workflow to make it operational and ready to process real data.
- Step 8: Monitoring Workflow Performance
- Navigate to the 'Monitoring' tab within the Workflows section to monitor the performance and execution of your active workflows.
- Step 9: Editing and Updating Workflows
- To make changes to an existing workflow, select the workflow from the list and click on the 'Edit' button.
- Make the necessary adjustments and save your changes to update the workflow.
- Step 10: Documenting Workflow Configurations
- Document your workflow configurations, logic, and any external integrations for future reference and maintenance.
Conclusion:
Creating and managing workflows in Vellum is a straightforward process that empowers you to automate and optimize your operations. By crafting well-defined workflows, you ensure a structured and efficient execution of processes, enhancing the effectiveness and productivity of your LLM applications. Vellum's intuitive workflow management tools provide a solid foundation for orchestrating complex processes and achieving operational excellence.