How to Build Your First Agentic Workflow with dGENIX

Start with a problem, not a technology

Before you open any tool, answer one question: which repetitive multi-step task takes your team the most time every week? Good first candidates:

• Writing and sending weekly status reports
• Researching and qualifying new leads
• Handling a category of incoming emails
• Turning existing content into social posts

Pick one. The best first workflow solves a real problem, not the most impressive demo.

Step 1: define the goal and steps

Write the workflow as a person would do it. For lead research:

• Take a list of company names
• Research each: industry, size, recent news
• Find the decision-maker
• Write a personalized email based on the research
• Add the contact and notes to the CRM
• Schedule a follow-up in 5 days

That is your blueprint: clear inputs, clear outputs.

Step 2: choose your stackable skills

Map each step to a skill:

• Research, Deep Research skill
• Find the contact, Lead Research skill
• Draft the email, Gmail skill
• Update the CRM, HubSpot skill
• Follow-up, Calendar skill

Activate each with one click on the skills page.

Step 3: write the instructions

In dGENIX, each project folder has its own instructions, where you define the workflow. Tell GENI the goal, the steps and their order, which tool to use at each step, the output format, and any decision rules like skip a company with fewer than 10 employees. The more precise the steps, the more reliably GENI executes them.

Step 4: run it and review

Run on a small batch first, 5 to 10 items. Check that GENI completed every step, the format is right, and the quality meets your standard. Expect to refine the instructions two or three times. That is normal.

Step 5: schedule it

Once it runs reliably, schedule it: daily at 7am, weekly on Monday, or triggered by an event. Scheduled workflows run with no human trigger. The output lands in your dashboard, ready to act on.

Common mistakes

• Goal too broad, manage my pipeline is not a workflow, research 10 leads each morning and add them to HubSpot with drafts is
• Skipping review, run it manually a few times first, edge cases appear early
• Automating everything at once, start with one, run it two weeks, then add the next

What to expect

A well-defined workflow saves the average team 3 to 8 hours a week on that process. Three workflows running automatically add up to a full day of manual work removed each week. Learn the concept behind it in What are agentic workflows.