How to Build Your First Agentic Workflow with dGENIX

Start with a Problem, Not a Technology

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

• Writing and sending weekly status reports

• Researching and qualifying new leads

• Processing and responding to a category of incoming emails

• Creating social media posts from existing content

• Summarising documents and extracting action items

Pick one. The best first workflow is the one that solves a problem your team actually has, not the most impressive demonstration possible.

Step 1: Define the Goal and Steps

Write out the workflow as a human would do it. For a lead research workflow, it might look like this: 1. Take a list of company names 2. Search the web for each company: industry, size, recent news 3. Find the relevant decision-maker on LinkedIn 4. Write a personalised outreach email based on the research 5. Add the contact and notes to the CRM 6. Schedule a follow-up reminder in 5 days That is your workflow blueprint. Six steps, clear inputs, clear outputs.

Step 2: Choose Your Stackable Skills

Map each step in your workflow to a skill in the Skills Marketplace. For the lead research workflow above:

• Steps 1–2: Web Research skill (searches the web, extracts structured data)

• Step 3: Lead Research skill (finds decision-makers, contact info)

• Step 4: Email Drafting (via Gmail skill with custom prompt)

• Step 5: CRM Sync skill (updates HubSpot or Pipedrive)

• Step 6: Google Calendar skill (creates a follow-up reminder)

Activate each skill in the Skills Marketplace with one click. Once activated, the skill is available to your agentic assistant.

Step 3: Write the Workflow Instructions

In dGENIX, each project folder has its own instructions — this is where you define the agentic workflow. Your instructions tell the assistant:

• What the goal is

• What steps to follow in what order

• Which tools to use at each step

• What the output should look like

• Where to save or send the results

• Any decision rules (e.g., "skip if company has fewer than 10 employees")

Be specific. The more precisely you define the steps, the more reliably the agent executes them. Think of it as writing a standard operating procedure that the AI will follow exactly.

Step 4: Run It and Review the Output

Run the workflow on a small batch first — 5 to 10 items. Review the output carefully:

• Did the agent complete all steps?

• Is the output format correct?

• Were there any errors or skipped steps?

• Does the output quality meet your standard?

Expect to iterate on the instructions 2–3 times before the workflow runs reliably. This is normal. Each iteration makes the workflow more accurate.

Step 5: Schedule It

Once the workflow runs reliably, schedule it. In dGENIX, you can set a workflow to run:

• At a specific time every day (e.g., daily lead processing at 7am)

• On a recurring schedule (e.g., weekly report every Monday at 8am)

• When triggered by a specific event (e.g., new email received matching a rule)

Scheduled agentic workflows run without any human trigger. The output appears in your dashboard — reviewed, ready to act on.

Common Mistakes to Avoid

Defining the goal too broadly. "Manage my sales pipeline" is not a workflow. "Research 10 new leads every morning and add them to HubSpot with email drafts" is a workflow. Be specific. Skipping the review step. Run the workflow manually several times before scheduling it. Edge cases appear in the first few runs. Trying to automate everything at once. Start with one workflow. Run it reliably for two weeks. Then add the next one.

What to Expect

A well-defined agentic workflow running in dGENIX saves the average team 3–8 hours per week on the automated process. For workflows that previously required multiple tools and manual handoffs, the savings are higher. The compounding effect is what matters: three workflows running automatically every week adds up to a full day of manual work eliminated per week. That is time you can reinvest in the work that actually requires human judgment.